Employee Write-Up Form — shared by the community
Tom H. shared this 27-question build with 5 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use human resources form for HR, people ops and hiring managers: 27 questions, 4 pages, 5 conditional rules.
- Shared by
- Tom H. · Agency owner
- Questions
- 27
- Replies
- 12
- Copies taken
- 369
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Live preview and test console
This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.
Page 1 of 4 — Employee and incident
Every question on this page is currently visible.
Works for you? Take Tom H.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Employee Write-Up Form is built for HR, people ops and hiring managers who need to run hiring and internal people processes on one auditable record.
- HR, people ops and hiring managers working in human resources.
- Teams who need to run hiring and internal people processes on one auditable record without writing code or paying for a custom build.
- Anyone replacing CVs, requests and approvals scattered across inboxes with one structured record per enquiry.
- Respondents are candidates and employees — the form asks them 27 questions across 4 screens.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of CVs, requests and approvals scattered across inboxes and turns each submission into a record your team can act on immediately.
- 13 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It accepts a document or photo upload as evidence.
- It records a signature you can keep as proof of agreement.
- It pins the request to a specific date.
- Conditional logic hides 5 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 4 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Employee Write-Up Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Check the upload limits on the file question so respondents can attach what you actually need.
- 5Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 6Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 5 conditional rules ship with it.
- Features conditional validation: if “Level of disciplinary action” is not Verbal warning, “Date of the previous warning” becomes mandatory before the form can be sent.
- Features advanced show logic: if “Level of disciplinary action” is not Verbal warning, the form dynamically exposes “Outcome of the previous warning”. Otherwise that question never appears.
- Features conditional validation: if “Was anyone else present?” is Yes, “Witness name” becomes mandatory before the form can be sent.
- Features conditional validation: if “Does the employee agree with this record?” is No, “Employee comments” becomes mandatory before the form can be sent.
- Features conditional validation: if “Level of disciplinary action” is Suspension, “Suspension start and end dates” becomes mandatory before the form can be sent.
- All 5 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Page 1 — Employee and incident
- Employee namerequired
- Job title
- Department
- Manager completing this formrequired
- Date of the incidentrequired
- Time of the incident
- Location
Page 2 — What happened
- Type of concernrequired
- Factual description of what happenedrequired
- Policy or rule breached
- Was anyone else present?required
- Witness name
- Supporting evidence
Page 3 — Action taken
- Level of disciplinary actionrequired
- Date of the previous warning
- Outcome of the previous warning
- Suspension start and end dates
- Corrective action requiredrequired
- Improvement review daterequired
- Support or training being offered
- Consequence if the behaviour continues
Page 4 — Signatures
- Does the employee agree with this record?required
- Employee comments
- Employee signature statusrequired
- Employee signaturerequired
- Manager signaturerequired
- HR reviewer name
Conditional logic in this build
- When “Level of disciplinary action” is not Verbal warning, require “Date of the previous warning”.
- When “Level of disciplinary action” is not Verbal warning, show “Outcome of the previous warning”.
- When “Was anyone else present?” is Yes, require “Witness name”.
- When “Does the employee agree with this record?” is No, require “Employee comments”.
- When “Level of disciplinary action” is Suspension, require “Suspension start and end dates”.
Questions about this shared form
What if the employee refuses to sign?
Select Declined to sign. The record stands; what matters is that the refusal is documented alongside the manager and witness signatures.
Is this legal advice?
No. It is a structured record. Disciplinary procedure is governed by your contracts and local employment law, so have your handbook wording checked before you roll it out.
Can employees add their side?
Yes — the comments box is theirs, and it becomes required when they say they disagree, so a dispute is never recorded without their account of it.
Who should be able to read submissions?
Only HR and the responsible manager. Limit access on the form before you share it internally, and export sparingly.
Is the Employee Write-Up Form template free to use?
Yes. You can preview and test Employee Write-Up Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Employee Write-Up Form template ask for?
It asks 27 questions across 4 pages, 13 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Employee Write-Up Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this human resources form work?
5 conditional rules ship with the template: Features conditional validation: if “Level of disciplinary action” is not Verbal warning, “Date of the previous warning” becomes mandatory before the form can be sent. Features advanced show logic: if “Level of disciplinary action” is not Verbal warning, the form dynamically exposes “Outcome of the previous warning”. Otherwise that question never appears. Features conditional validation: if “Was anyone else present?” is Yes, “Witness name” becomes mandatory before the form can be sent. All rules are editable in the Logic tab.
Where do responses to the Employee Write-Up Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Employee Write-Up Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
Can respondents upload files?
Yes. This template includes a file upload question, so respondents can attach documents or photos with their answers. You can adjust the accepted file types and size limits on that question.
Is the signature on this form legally usable?
The template captures a drawn signature and stores it with the submission, along with the timestamp, so you keep evidence of who agreed and when. Whether that is sufficient depends on your jurisdiction and the agreement itself.
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