Form Schemas

The Form Schemas page is where HR administrators define the custom forms used throughout HR workflows. A form schema is a structured collection of fields that can be attached to a job posting (as the application form) or to an onboarding template (as the onboarding form). Schemas can be built using a visual drag-and-drop field builder, selected from pre-built templates, or defined directly in JSON. Each schema type can have one default schema that is auto-applied when no schema is explicitly selected.

Accessing the Page

• Route: /form-schemas
• Menu Path: HR → Form Schemas

List Columns

Column	Default Visible	Sortable	Description
Name	Yes	Yes	Schema name
Type	Yes	Yes	Workflow type the schema is used for
Version	Yes	Yes	Schema version number
Status	Yes	No	Default badge if this is the default for its type
Created	Yes	Yes	Creation date

Schema Types

Type	Description
Application	Used as the application form on a job posting
Onboarding	Used as the onboarding form in an onboarding template
Evaluation	Used for candidate or employee evaluations
Feedback	Used for employee feedback collection
Other	General purpose forms

Filtering

Filter	Type	Description
Search	Free text	Searches by schema name
Type	Select	Filter by schema type

Sorting

Click any sortable column header to sort ascending; click again for descending; third click removes the sort.

Pagination

Server-side pagination with configurable page size.

Actions

Page Actions

Action	Description
Create Schema	Opens the Create Form Schema dialog

Row Actions

Action	Description
Edit	Opens the schema editor dialog
Clone	Creates a copy of the schema as a new draft
Set as Default	Marks this schema as the default for its type
Delete	Opens the Delete confirmation dialog

Creating a Form Schema

Click Create Schema to open the Create Form Schema dialog.

Basic Fields

Field	Required	Type	Description	Default	Validation
Name	Yes	Text	Display name for the schema	—	Max 255 chars; uniqueness validated in real time
Type	Yes	Select	Application, Onboarding, Evaluation, Feedback, or Other	—	Required
Description	No	Textarea	Purpose of this schema	—	Max 2000 chars
Set as default	No	Toggle	Auto-applies this schema when no schema is explicitly selected	Off	—

Steps:

1. Click Create Schema.
2. Enter a name and select the type.
3. Optionally add a description and set as default.
4. Click Create — the schema is created and the editor dialog opens automatically.

Editing a Form Schema

Click the Edit row action to open the schema editor dialog. The editor has three tabs:

Visual Builder tab

A drag-and-drop field builder. Available field types:

Field Type	Description
Text	Single-line text input
Email	Email address input with format validation
Phone	Phone number input
Number	Numeric input
Long Text	Multi-line textarea
Dropdown	Single-select dropdown
Multi-Select	Multiple selection dropdown
Checkbox	Boolean checkbox
Radio Buttons	Single choice from multiple options
Date	Date picker

Click any field type in the palette to add it to the form. Each field has a Required toggle. Fields can be deleted individually.

Templates tab

Pre-built template options organized by type. Selecting a template replaces the current field list with the template’s fields:

Application templates:

• Basic Application — name, email, phone, position, cover letter
• Detailed Application — experience, education, skills, availability

Onboarding templates:

• Personal Information — personal details, address, emergency contacts
• IT & Equipment Setup — OS preference, software needs, VPN access

Evaluation templates:

• Performance Review — ratings, strengths, goals
• 360-Degree Review — multi-rater feedback

Feedback templates:

• General Feedback — workplace, management, culture, benefits
• Exit Interview — departure reasons and improvement suggestions

JSON Editor tab

Provides direct access to the raw JSON schema definition. Advanced users can paste or edit the schema JSON directly. Changes are validated before saving.

Cloning a Schema

Click the Clone row action to create a copy of the schema. A dialog prompts for the new schema’s name (defaults to the original name with “(Copy)” appended). The cloned schema is saved as a separate record and can be edited independently.

Setting a Default Schema

Click Set as Default on any schema. The default schema for a given type is automatically applied when no schema is explicitly selected — for example, when a job posting is created without an attached application form.

Only one schema per type can be the default at a time. Setting a new default automatically clears the previous one.

Deleting a Schema

1. Open row actions and select Delete.
2. Confirm in the dialog — the action cannot be undone.

Note: Deleting a schema that is set as the default for its type also removes the default designation. Job postings and onboarding templates that referenced this schema will no longer have an attached form.

Validation Rules

Rule	Behavior
Name required	Cannot create without a name
Name uniqueness	Validated in real time with a green/red indicator
Name max length	Max 255 characters
Type required	Cannot create without selecting a type
Description max length	Max 2000 characters

Common tasks

1. Open HR → Form Schemas from the sidebar.
2. Click Create Schema, name it, and select the type (e.g., Application).
3. In the editor, use the Visual Builder to add fields.
4. Save and set as default if it should apply automatically to new postings.
5. Attach the schema to a job posting via the Application Form field on the job posting.

Related Pages

• Job Postings — Attach application form schemas to postings
• Onboarding Templates — Attach onboarding form schemas to templates