Forms & Workflows
Build once. Assign anywhere. Approve with confidence.
Dynamic forms for surveys, evaluations, and intake — with branded themes, approval chains, triggers, and secure external links, all inside Talent Sync IQ.
- Visual Form Builder
- Approval Workflows
- External Share Links
- Live Analytics
- Branded Themes
From blank canvas to approved response — in one module
Builder, assignments, workflows, triggers, and analytics designed for People Ops, managers, and anyone who needs structured feedback at scale.
- Builder· Fields · themes · templates
- Workflows· Approvals & review chains
- Triggers· Automate on submit
- Analytics· Completion & scores
Compose rich forms with fields, themes, and templates
Start from a blank canvas or a ready-made template. Add questions, rating scales, competency sections, and branded themes that match your organization.
- Text, choice, rating, date, file, and competency field types
- Reusable templates for onboarding, performance, and surveys
- Theme sidebar for colors, logos, and polish that feels on-brand
- Org-scoped libraries so every team builds from the same standards
New form · Mid-year check-in
DraftRole / title
Short text
Team impact this quarter
Long text
Competency: Ownership
1–5 rating
Send forms to teams — or anyone outside the org
Assign forms to employees by role or department, or generate secure external tokens so candidates, clients, and partners can respond without an account.
- Internal assignments with due dates and clear ownership
- External fill links with draft save and live sync
- Track who opened, drafted, and submitted each response
- Reminders so incomplete evaluations do not slip through
Active assignments
- Engineering · Squad AAssigned
- External · Candidate linkOpen
- People Ops · LeadsDue Fri
Route responses through approval chains and automations
Define multi-step workflows so managers review submissions before they finalize. Attach triggers that fire when a form is submitted, approved, or overdue.
- Sequential or parallel approval steps with role-based reviewers
- Triggers for notifications, follow-up assignments, and status updates
- Full audit trail from draft to final approval
- Works alongside OKRs, HR, and People Ops — not a siloed tool
Approval path
Trigger: on approve → notify employee + sync competency scores
See completion, quality, and competency trends live
Dashboards surface response rates, average scores, and competency heatmaps so People Ops and leaders know what is working — and where to coach.
- Completion funnels from assigned → opened → submitted
- Score distributions and competency rating breakdowns
- Filter by form, team, cycle, or assignment window
- Realtime hub updates as responses land
Competency heatmap
Cycle avg 4.2- Collaboration88%
- Ownership92%
- Communication74%
- Delivery81%
Ready to replace scattered surveys and email chains?
Open the live demo in a popup, or book a walkthrough with your own workflows.