Skills Assessment Form — shared by the community
Rachel O. shared this 20-question build with 5 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use quizzes & assessments form for small teams who need a reliable intake process: 20 questions, 3 pages, 5 conditional rules.
- Shared by
- Rachel O. · Events coordinator
- Questions
- 20
- Replies
- 7
- Copies taken
- 68
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Live preview and test console
This is the real form. Answer it to test the 4 conditional rules — nothing is sent or stored.
Page 1 of 3 — Assessment details
1 question is hidden by conditional logic right now — change an answer above to reveal it.
Works for you? Take Rachel O.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Skills Assessment Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in quizzes & assessments.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 20 questions across 3 screens.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 16 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 3 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 Skills Assessment 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 advanced show logic: if “Type of assessment” is Promotion readiness, the form dynamically exposes “Evidence of working at the level above”. Otherwise that question never appears.
- Features advanced show logic: if “Is any rated skill below the level the role requires?” is Yes, the form dynamically exposes “Development actions for the gaps”. Otherwise that question never appears.
- Features advanced show logic: if “Is any rated skill below the level the role requires?” is Yes, the form dynamically exposes “Re-assessment date”. Otherwise that question never appears.
- Features advanced show logic: if “Is a practical work sample attached?” is Yes, the form dynamically exposes “Attach the work sample”. Otherwise that question never appears.
- Features conditional validation: if “Is any rated skill below the level the role requires?” is Yes, “Development actions for the gaps” 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 — Assessment details
- Person being assessedrequired
- Role or role profilerequired
- Assessor namerequired
- Assessment daterequired
- Type of assessmentrequired
- Evidence of working at the level above
Page 2 — Skill ratings
- Core technical skillrequired
- Tools and systemsrequired
- Quality and accuracyrequired
- Communicationrequired
- Problem solvingrequired
- Working independentlyrequired
- Evidence behind these ratingsrequired
Page 3 — Gaps and evidence
- Is any rated skill below the level the role requires?required
- Development actions for the gaps
- Re-assessment date
- Is a practical work sample attached?required
- Attach the work sample
- Overall readiness statementrequired
- Assessor signaturerequired
Conditional logic in this build
- When “Type of assessment” is Promotion readiness, show “Evidence of working at the level above”.
- When “Is any rated skill below the level the role requires?” is Yes, show “Development actions for the gaps”.
- When “Is any rated skill below the level the role requires?” is Yes, show “Re-assessment date”.
- When “Is a practical work sample attached?” is Yes, show “Attach the work sample”.
- When “Is any rated skill below the level the role requires?” is Yes, require “Development actions for the gaps”.
Questions about this shared form
Should the person being assessed fill this in themselves?
Use the Learner Self-Assessment Scorecard for their view, then compare the two. The gap between self-rating and assessor rating is often the most useful conversation.
How many skills should one assessment cover?
Six to ten. Beyond that the ratings blur and evidence quality drops off sharply.
Can this be used for probation reviews?
Yes — set the assessment type to in-role review and use the readiness statement as the probation recommendation.
What scale should we use?
The four-point awareness-to-expert scale here maps cleanly onto most frameworks, but you can relabel the options without changing the logic.
Is the Skills Assessment Form template free to use?
Yes. You can preview and test Skills Assessment 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 Skills Assessment Form template ask for?
It asks 20 questions across 3 pages, 16 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 Skills Assessment Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this quizzes & assessments form work?
5 conditional rules ship with the template: Features advanced show logic: if “Type of assessment” is Promotion readiness, the form dynamically exposes “Evidence of working at the level above”. Otherwise that question never appears. Features advanced show logic: if “Is any rated skill below the level the role requires?” is Yes, the form dynamically exposes “Development actions for the gaps”. Otherwise that question never appears. Features advanced show logic: if “Is any rated skill below the level the role requires?” is Yes, the form dynamically exposes “Re-assessment date”. Otherwise that question never appears. All rules are editable in the Logic tab.
Where do responses to the Skills Assessment 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 Skills Assessment 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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