Form Packages is a robust feature in NextCrew 2.0, enabling organizations to design, distribute, and manage custom forms within their workflow, similar to Google Forms but fully integrated with NextCrew technology. The process involves three primary steps: building forms, sending them, and reviewing responses. Below is an overview to orient users and guide them toward deeper exploration in dedicated articles.


Overview

Form Packages in NextCrew 2.0 provide flexibility for staffing organizations to create individualized forms—such as questionnaires, contracts, or compliance documents—tailored for crew members, staffing managers, or clients. Each package can house multiple forms, ensuring that complex, multi-step data collection is seamless and user-friendly.

Navigation

To access Form Packages:

  • Log into NextCrew as an admin or recruiter.

  • From the main menu, select the “Form Packages” section in the navigation menu.

  • Follow on-screen prompts to view, create, and manage packages.

Key Features

  • Multiple Form Types: Build forms using checkboxes, radio buttons, dropdowns, textboxes, file uploads, and signature fields.

  • Dynamic Field Controls: Mark fields as required or read-only to fit various scenarios.

  • Role-Based Forms: Assign forms to be completed by crew members, staffing managers, or clients.

  • Multi-Form Packages: Group several forms within a single package for in-depth workflows.

  • Two-Way Interaction: Enable feedback or completion from different roles, ensuring thorough data collection across business areas.

Use Case

New Hire Onboarding Questionnaire

Steps:

  1. HR or recruiter builds a multi-section form package: Personal Info, Compliance

  2. The package is sent to the new crew member.

  3. Crew member completes all sections either on the mobile or web portal, uploads necessary documents, and adds a signature.

  4. HR reviews the completed forms and triggers follow-up actions.

FAQ

  • How are responses reviewed? Admins can access all submissions directly in the platform.

  • Why some forms cannot be changed ? Certain forms are handled by internal teams and cannot be changed but you can still send them to individuals.

Pro-Tip

Consider creating templated form packages for recurring processes (e.g., annual compliance), saving time and ensuring consistency across the organization.

See Also