Describe your screening or onboarding process. Makeform turns the brief into a structured background information form with contact details, history, references, and role-specific follow-ups.
Route completed intake records to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the builder. The field structure is an example, not a live AI response.
Audience
New employees completing an internal personnel profile
Format
Sectioned form with work and emergency details
Prompt size
300 chars
Example form structure
Sectioned form with work and emergency details
Name and preferred contact details
Current address and move-in date
Education and employment history
Emergency contact
Information is complete
Suggested routing tags
Complete
Needs follow-up
Ready for review
Ask only for details connected to a defined intake decision, and explain why sensitive information is requested before the field appears.
Step 1
Define
identify the intake decision and required details
Step 2
Collect
guide each person through relevant sections
Step 3
Review
flag gaps and route follow-up consistently
Step 4
Use
move approved records into the next workflow
Useful background, less noise
Separate facts by purpose, show relevant follow-ups, and give reviewers consistent records instead of hard-to-compare biographies.
Group identity, contact, history, qualifications, and references so respondents understand the request and reviewers can scan the result.
Show driving, credential, schedule, or assignment questions only when an earlier response makes them relevant.
Required core fields, date ranges, reference details, and a final review prompt reduce avoidable gaps before a submission reaches your team.
Adapt one intake pattern
Keep common profile fields, then tailor decision-specific sections for each person and program.
Collect work history, qualifications, emergency contact, and routing details.
Connect experience, availability, references, and assignment questions.
Learn a new member's background, expertise, interests, participation needs, and communication preferences.
Gather service history, business references, required credentials, conflicts, and supporting documents in one record.
Build the intake
Start with the intake decision, then generate, refine, and route the form around it.
Name the audience, review goal, essential details, and situations that need follow-up.
Remove irrelevant requests, structure long topics, explain purpose, and require only essential questions.
Branch credential, driving, schedule, or document fields and validate dates, emails, and uploads.
Notify the responsible team, tag incomplete records, and create a consistent handoff.
Choose the right intake method
A generated form turns a general request into structured, reviewable answers.
Field guide
Start with these six sections, then keep only what your team can explain and use.
Identity & contact
Collect the identifiers and communication details needed to match a submission to a person. Separate preferred from administrative details.
History
Ask for organization, role, location, and dates as repeatable entries. Structured periods reveal gaps without a long narrative.
Skills & eligibility
Ask about skills, credentials, schedules, or experience only when relevant. Show evidence or expiry questions after a qualification is selected.
References
Capture each reference's relationship, organization, contact details, relationship duration, and contact permission.
Sensitive requests
Explain sensitive requests, offer private follow-up where possible, and limit each request to the defined review need.
Review & handoff
Let respondents review entries, note missing information, and confirm accuracy. Route exceptions separately.
Related tools
Use focused forms for checks, employee records, emergency contacts, and updates.
Collect the internal request details and routing information needed to begin a separate background-check workflow.
Open toolCreate a focused personnel information form for employees entering an onboarding process.
Open toolGather client context, goals, preferences, and service requirements before the first engagement.
Open toolCollect a designated contact, relationship, phone details, and backup contact information.
Open toolLet existing employees submit changes without completing the entire original profile again.
Open toolTurn volunteer interest, experience, availability, and role preferences into an application workflow.
Open toolFAQ
Practical answers for teams planning a general screening, onboarding, or intake form.
A background information form collects personal and history details for screening or intake. It can cover contact information, addresses, education, experience, qualifications, availability, and references. Its scope should follow a defined decision or workflow.
Start with name, contact details, and relevant history. Add structured education, experience, qualifications, availability, and references as needed. Capture dates and relationships, explain sensitive requests, and finish with a completeness confirmation.
The person completes a background information form to build an intake profile. A background check request form starts a separate workflow and captures its requester, scope, and routing. The processes can be linked while keeping their purposes distinct.
Yes. Ask the respondent type or role early, then display relevant history, qualifications, documents, availability, or assignment questions. Shared identity fields stay consistent while each audience sees its applicable sections.
Yes. Add file uploads for required documents, label accepted types, and explain each request. Place uploads after the related question and offer follow-up when a document is unavailable.
Use named sections, require only essential fields, validate formats, and show conditional questions. Add a review step, examples, a way to explain unavailable details, and follow-up routing tags.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses with your background information form. The paid tier removes the Makeform badge; it does not unlock additional form or response capacity.
Route submissions to the review team, send notifications, or connect records to Google Sheets, Slack, and Zapier. Consistent tags can mark needs follow-up or ready for onboarding.
Replace scattered intake notes with one clear record.
