Describe your hiring process, and Makeform builds a structured new starter form for personal, employment, tax, bank, and emergency details.
Route new starter responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it, or send it to the Makeform builder. Each example is a starting structure.
Audience
New employees joining an office or hybrid team
Format
Sectioned HR and payroll intake form
Prompt size
369 chars
Example form structure
Sectioned HR and payroll intake form
Legal name, preferred name, and contact
Home address and start date
Tax details and declarations
Salary payment account
Emergency contact
Suggested routing tags
Awaiting employee
Payroll review
Ready to onboard
Separate employee questions from HR fields such as employee number, cost center, and payroll status.
Step 1
Collect
employee enters personal and payroll details
Step 2
Review
HR checks completeness and resolves gaps
Step 3
Route
payroll and managers receive their sections
Step 4
Complete
internal setup tasks are marked ready
A cleaner first-day handoff
Separate employee input, payroll data, and internal setup so missing details are easy to spot.
Show worker, location, and payment questions only when they apply.
Require names, dates, emergency contacts, payroll declarations, and payment fields.
Track payroll, equipment, manager notification, and account setup in HR-only fields.
Adapt it to the hire
Change the questions for employees, shift workers, remote hires, and contractors.
Personal, employment, emergency, tax, bank, benefits, and workplace details in clearly labeled sections.
Add location, availability, weekly hours, uniform, and shift-specific questions to the payroll basics.
Branch by work location, then capture time zone, delivery address, equipment, and access requests.
Use a distinct path for business identity, engagement, invoice, tax, payment, and project-owner details.
Build your starter workflow
Start with the details your teams actually use, then arrange them into an employee-friendly sequence with a separate review step.
Name worker types, locations, payment process, equipment, and receiving teams.
Remove unused fields, explain payroll terms, and confirm tax questions with payroll.
Reveal location, contractor, uniform, equipment, or work-eligibility sections when relevant.
Test each path, required field, notification, and internal review status before sharing.
Choose the right intake method
Collect consistent answers, show relevant questions, and support the HR-to-payroll handoff.
Field guide
Build six sections and have HR or payroll review location-specific wording.
Identity & contact
Collect the legal name payroll needs, preferred name, contact details, and home address. Ask for birth date only when required.
Employment details
Record start date, role, department, manager, location, and worker type. Keep HR-supplied codes in an internal section.
Tax & payroll
Tax details vary by location and worker type. Use conditional sections and the exact questions selected by payroll.
Bank details
Request only the account and routing details payroll uses, with examples suited to the employee's country.
Emergency contact
Collect the contact's name, relationship, phone number, and an alternate when useful. Keep this section separate from payroll.
Setup & review
Finish with workplace requests and an accuracy declaration. Use an internal checklist for payroll, accounts, hardware, and first-day tasks.
Related tools
Use focused forms for onboarding tasks, information changes, emergency contacts, benefits, and the checklist around the starter record.
Collect wider first-week needs, introductions, policies, and role-specific onboarding tasks.
Open toolCreate a focused employee record when payroll setup is handled elsewhere.
Open toolGather and update emergency contact details through a dedicated form.
Open toolRegister employees for an internal program, workplace, or organizational directory.
Open toolCollect benefits selections separately from the core starter intake.
Open toolCoordinate tasks owned by HR, payroll, IT, the manager, and the new employee.
Open toolFAQ
Answers for HR and payroll teams replacing attachments and spreadsheets.
It is an intake for personal, employment, payroll, tax, bank, emergency contact, and setup details when someone joins an organization. Internal fields can track employee number, cost center, equipment, access, and status.
Include names, contact, address, start date, role, manager, location, emergency contact, payroll-approved tax questions, bank details, and setup requests. Separate employee questions from HR fields.
Yes. Branch from worker type. Employees can see payroll and workplace sections; contractors can see business identity, engagement, invoice, tax, and payment questions.
Use wording selected by your payroll owner for the starter's location and worker type. Branch by region and review the generated structure; it is not tax advice or an official filing.
Add file-upload questions when needed. Label each request and purpose clearly, and let HR decide which documents are necessary and how to handle them.
Yes. Makeform is unlimited free for generating, editing, publishing, and collecting responses. The paid tier removes the Makeform badge, so you can build and use the complete new starter form without a submission or form limit on the free tier.
Yes. Put employee questions in clear sections, then add internal fields for employee number, cost center, payroll entry, missing details, equipment, and status.
Group questions by purpose, explain payroll terms, hide irrelevant fields with conditional logic, and keep internal codes in the HR section.
Replace the starter spreadsheet handoff.
