Build a multi-page HR Performance Review Form

For this lab, we will make a multi-page Unity Form to act as a Performance Review Form for our employees. We will use the existing items: Datasource: ‘9 Second Foods’ Document Type: HR – Performance Review (E-Form)

Autofill Set: HR-Employee Information Keyword Types: *Employee ID – Part of AF Set *Name – Part of AF Set *SSN – Part of AF Set *Deparment – Part of AF Set *Job Title – Part of AF Set *Manager – Part of AF Set *Phone Ext – Part of AF Set Last Review Date Status

Use existing groups: 9SF HR Review Employees 9SF HR Review Managers New Group Configuration Create new Group ‘9SF HR Department’ Give this group permissions to view the ‘HR – Performance Review (E-Form)’ document type.

Verify Currency Format ‘US Dollar’ exists Create two new keywords: ‘Current Salary’, ‘Modified Salary’ Verify the Format: Click the Format button on each keyword – make sure that ‘US Dollar’ is selected, not ‘Workstation Regional Settings’ Apply these keywords to the document type ‘HR – Performance Review (E-Form)’

Create new form: use the ‘Multi-Page Template’ Give it a name: ‘OTTC HR Performance Review’ Apply the keywords to the template *Save and Test Drive as you feel necessary while building the following sections.

Change the name of the form to ‘9 Second Foods – Performance Review Form’ Add a paragraph to the header Set the text to “This review should be created by the HR Department, then routed to the employee, then routed to the manager. When the ‘Status’ is set to complete, the Review form will go back to the HR Department.” Add a Document Property to the Header: Document Current User

Add the Document Date to the Footer Rename the Submit button to ‘Save’

Change the tab from ‘Page 1’ to ‘Employee Information’. (Make sure the lower left corner of the form says ‘Page’ – the label will be editable. Remove keywords: ‘Status’, ‘Applicant ID’ and ‘Last Review Date’ Make sure ‘Employee ID’ is used as the primary key for the Autofill set ‘HR-Employee Information’

Change the tab from ‘Page 2’ to ‘Annual Review’ Add four sections: ‘Goals’, ‘Competencies’, ‘Development Plan’ and ‘Manager Comments’ In each of the first three sections, create a two column ‘Panel’

In the left column of each panel, create multi- line text boxes: ‘Employee Goals’, ‘Employee Competencies’ and ‘Employee Development Plans’ In the right column of each panel, create multi-line text boxes: ‘Manager Goals’, ‘Manager Competencies’ and ‘Manager Development Plans’

In the fourth section (‘Manager Comments’), create a three column ‘Panel’. Add a checkbox field to each column: ‘Goals Approved’, ‘Competencies Approved’ and ‘Development Plan Approved’ In the ‘Manager Comments’ section, create a 1 column panel. In this panel, create a multi-line check box: ‘Manager Comments’.

Create Uniity form based data set: ‘HR- Review Status Values’ with values: “New”, “In Process”, and “Complete”. Add the keyword ‘Status’ to the Manager Comments Section. Change control type from ‘Text’ to ‘Select List’ Apply the new data set ‘HR- Review Status Values’ to this keyword Set the default value as “New”

Change the tab from ‘Page 3’ to ‘Human Resources’. Add a two column ‘Panel’. Add keyword ‘Current Salary’ to the first column. Add keyword ‘Modified Salary’ to the second column. Verify currency format set in config is set to ‘US Currency’

Add multi-line text field called ‘HR Department Actions’ Add date field called ‘Next Review Date’ Save and Test Drive the form. Use Employee ID 102, 108, 112, 113, 115, 121 to verify AF set. Verify the data set values for ‘Status’

On Page 1, since there are no sections, we can set the security at the page level. Set the security so that Employees, Managers, and the HR Department can see this page.

On Page 2, we need to set the security at the section level. the first three sections should be set the same. The Employee and the Manager can see these sections. Select the fourth section, ‘Manager Comments’ section on Page 2 “Annual Review”. This section should be the Manager group only – no Employees or HR should see this section.

On Page 3, the HR Department should be the only ones that need this section.

Publish Set the permissions so that HR only can create the form

Unity Client view