Human Resources · community shared

Training Needs Assessment — shared by the community

Sam B. shared this 15-question build with 3 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: 15 questions, 2 pages, 3 conditional rules.

Shared by
Sam B. · Customer success
Questions
15
Replies
16
Copies taken
541
See the library version

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Live preview and test console

This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.

Page 1 of 2About you

Training needs assessment

Every question on this page is currently visible.

Works for you? Take Sam B.'s copy into your own workspace — questions, rules and settings included.

Who this template is for

Training Needs Assessment 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 15 questions across 2 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.

  • 10 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It collects a verified email address so replies and confirmations land.
  • It scores satisfaction on a consistent scale.
  • It captures a numeric value you can filter and sort on.
  • Conditional logic hides 3 questions until they are relevant — shorter forms convert better than long ones.
  • Splitting the form across 2 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.

  1. 1Press “Use this template” — a fresh copy of Training Needs Assessment lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 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.
  4. 4Publish 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.
  5. 5Watch 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 — 3 conditional rules ship with it.

  • Features advanced show logic: if “Top skill you want to develop” is Other, the form dynamically exposes “Describe the skill”. Otherwise that question never appears.
  • Features conditional validation: if “Top skill you want to develop” is Other, “Describe the skill” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Has your manager approved this request?” is No, the form dynamically exposes “Manager email”. Otherwise that question never appears.
  • All 3 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 — About you

  • Full namerequired
  • Departmentrequired
  • Role level
  • Years in role
  • Self-rating: technical skillsrequired
  • Self-rating: communicationrequired
  • Self-rating: leadershiprequired
  • Self-rating: tools and systemsrequired
  • Self-rating: compliance knowledgerequired

Page 2 — What you need

  • Top skill you want to developrequired
  • Describe the skill
  • Preferred formatrequired
  • Best time for training
  • Has your manager approved this request?
  • Manager emailrequired

Conditional logic in this build

  • WhenTop skill you want to developis Other, showDescribe the skill”.
  • WhenTop skill you want to developis Other, requireDescribe the skill”.
  • WhenHas your manager approved this request?is No, showManager email”.

Questions about this shared form

Are self-ratings reliable?

As a prioritisation signal, yes. They tell you where people feel unsupported, which is what drives attendance and completion.

Should it be anonymous?

No — names and manager routing are what turn this into bookings. Aggregate before sharing results widely.

How often should we run it?

Annually before budget planning, with a shorter mid-year check if the team is growing quickly.

What comes next after the results?

Use the Course Enrollment Form to book the cohorts, then the Class Evaluation Form to check the training landed.

Is the Training Needs Assessment template free to use?

Yes. You can preview and test Training Needs Assessment 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 Training Needs Assessment template ask for?

It asks 15 questions across 2 pages, 10 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 Training Needs Assessment 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?

3 conditional rules ship with the template: Features advanced show logic: if “Top skill you want to develop” is Other, the form dynamically exposes “Describe the skill”. Otherwise that question never appears. Features conditional validation: if “Top skill you want to develop” is Other, “Describe the skill” becomes mandatory before the form can be sent. Features advanced show logic: if “Has your manager approved this request?” is No, the form dynamically exposes “Manager email”. Otherwise that question never appears. All rules are editable in the Logic tab.

Where do responses to the Training Needs Assessment 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 Training Needs Assessment 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.