This form recipe will detail the steps required to create a simple monthly review/121 form. If you'd like to use this recipe as a base-line for creating your own form it's a good way to get a complete form which you can add to or alter after it's creation. 

The Form

There are a few different fields within the form creation page which we need to configure, please find them listed below along with the values we'll use.

1. Form Name - 121 Form
2. Form Description - Add as required.
3. Form Type - Performance Review.
4. Visible to employee: No.
5. Option to lock form response(s): Yes - Unlocked upon publishing.
6. Table display date field: None.
7. Table displays label field: None.
8. Form Tag - Add as required.
9. Rotate Download - No (this is entirely up to you regarding how you'd like form downloads to display in a CSV).
10. Job Role: Add as required.
11. Only usable in workflow?:
12. Trigger Workflow on Submission - Blank
13. Status - Active.

Once those fields are all filled in click Submit, you should then see a green success banner.

If you now click the Build Form button you'll be taken into the form builder where we can add in our fields.

Form Builder

Employee Section:

1. Field Display Label - Employee Section Start.
2. Mandatory Field - No.
3. Field Type - Section - Start.
4. Values - Blank.
5. Field Access - Employee cannot view or update.
6. No advanced options needed.

Team Member:

1. Field Display Label - Team Member.
2. Mandatory Field - Yes.
3. Field Type - Assigned Employee.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Date:

1. Field Display Label - Date.
2. Mandatory Field - Yes.
3. Field Type - Date Field.
4. Field Access - Employee can update field.
5. No advanced options needed.

How do you feel about work?:

1. Field Display Label - How do you feel about work?.
2. Mandatory Field - Yes.
3. Field Type - Happiness Scale.
4. Field Access - Employee can update field.
5. No advanced options needed.

Please elaborate on the above:

1. Field Display Label - Please elaborate on the above.
2. Mandatory Field - Yes.
3. Field Type - Text Area - multiple line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

What went well this month?

1. Field Display Label - What went well this month?
2. Mandatory Field - Yes.
3. Field Type - HTML.
4. Field Access - Employee can view only.
5. No advanced options needed.

Employee Comments:

1. Field Display Label - Employee Comments.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

What went well this month?

1. Field Display Label - What went well this month?
2. Mandatory Field - Yes.
3. Field Type - HTML.
4. Field Access - Employee can view only.
5. No advanced options needed.

Employee Comments:

1. Field Display Label - Employee Comments.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Priorities for this month

1. Field Display Label - priorities for this month.
2. Mandatory Field - Yes.
3. Field Type - HTML.
4. Field Access - Employee can view only.
5. No advanced options needed.

1:

1. Field Display Label - 1.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

2:

1. Field Display Label - 2.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

3:

1. Field Display Label - 3.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Do you require any further support?

1. Field Display Label - priorities for this month.
2. Mandatory Field - Yes.
3. Field Type - HTML.
4. Field Access - Employee can view only.
5. No advanced options needed.

Employee Comments:

1. Field Display Label - Employee Comments.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Additional Comments:

1. Field Display Label - Additional Comments.
2. Mandatory Field - No.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee can update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Employee Section Completed?:

1. Field Display Label - Employee Section Completed?.
2. Mandatory Field - Yes.
3. Field Type - Workflow Step Completed.
4. Field Access - Employee can update field.
5. No advanced options needed.

Employee Section Ends:

1. Field Display Label - Employee Section End.
2. Mandatory Field - No.
3. Field Type - Section - End.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Manager Section Start:

1. Field Display Label - Manager Section Start.
2. Mandatory Field - No.
3. Field Type - Section - Start.
4. Values - Blank.
5. Field Access - Employee cannot view or update.
6. No advanced options needed.

Manager Section

1. Field Display Label - Manager Section.
2. Mandatory Field - Yes.
3. Field Type - HTML.
4. Field Access - Employee can view only.
5. No advanced options needed.

Manager Comments:

1. Field Display Label - Manager Comments.
2. Mandatory Field - Yes.
3. Field Type - Text Area - Multiple Line.
4. Field Access - Employee cannot view or update field.
5. Click the Advanced Options toggle and locate the "Uneditable once completed" field - Yes.

Manager Section Completed?:

1. Field Display Label - Manager Section Completed?.
2. Mandatory Field - Yes.
3. Field Type - Workflow Step Completed 2.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Manager Section Ends:

1. Field Display Label - Manager Section End.
2. Mandatory Field - No.
3. Field Type - Section - End.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Employee final comments section start

1. Field Display Label - Employee Final Comments Section Start.
2. Mandatory Field - No.
3. Field Type - Section - End.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Employee Additional Comments

1. Field Display Label - Employee Additional Comments.
2. Mandatory Field - No.
3. Field Type - Text area - multiple line.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Date:

1. Field Display Label - Date.
2. Mandatory Field - No.
3. Field Type - Date - Field.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Completed?

1. Field Display Label - Workflow Step Completed.
2. Mandatory Field - No.
3. Field Type - Workflow Step Completed 3.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

Employee Final Comments Section End:

1. Field Display Label - Employee final comments section end.
2. Mandatory Field - No.
3. Field Type - Section - end.
4. Field Access - Employee cannot view or update field.
5. No advanced options needed.

That concludes the creation of our monthly review form, you can add or takeaway form fields as you see fit, this is just a starting point so that you can then create a more bespoke form yourself.