How do I build a multi-step form with separate pages for employees and employers?

Last updated: July 30, 2026

When a single form needs input from more than one person — say the employee fills out section A and the employer fills out section B — split the work into pages with different assignees and order them to define who goes first.

Before you start

  • You have a draft form open in the form editor.

  • You've decided which fields the employee owns and which the employer owns.

  • You understand how form pages work (see 📄 Understanding forms).

Steps

The flow has three phases: add a page per assignee, move fields onto the right page, then reorder the pages to set the completion sequence.

Add a page per assignee

  1. Navigate to the Visual Builder tab

  2. Open the page sidebar on the left side of the form editor. Every form starts with at least one page.

  3. Click Add Page to create a second page.

  4. Set the assignee on each page. Click into the page, then set its assignee to employee or employer on the page settings.

    You should see an assignee badge next to each page name in the sidebar.

Name pages by what the assignee does, not by their role — e.g., Employee details and Employer review. Page names show up in the dashboard when a task is in flight, so descriptive names make it easier to spot where a form is stuck.

Move fields to the right page

  1. Drag each field from its current page onto the page that matches its assignee. Fields keep their settings — labels, validation, visibility rules — when they move.

  2. Add new fields directly on the page you want them on. New fields inherit the page's assignee by default.

Set the page order

  1. Reorder pages in the sidebar using the up/down arrows on each page. The top page is filled first, the next one second, and so on.

  2. Save the form.

Page order defines the completion sequence. An employer page placed before an employee page means the employer is prompted first — Onboarded won't surface the employee page until the prior page is submitted. If a form feels stuck on the wrong person, check the page order before anything else.

What the employee sees while employer work is outstanding

Splitting a form across assignees raises a fair question: what stops an employee from opening a document before the employer has filled in their half of it? Nothing reaches the employee out of order. A page whose turn hasn't come yet isn't accessible to them — they see a Waiting for employer badge and a line telling them they're done for now and the employer has remaining work. A form that's waiting on earlier work in the sequence shows as Locked, with a note that it isn't available until prior work is complete.

An employer page placed first is a real gate, not a suggestion. The employee can work anything else that's open to them, but they can't reach a page — or a document generated from that page's answers — while the employer input it depends on is unsubmitted.

Verify

Your multi-step form is ready when:

  • Each page has the correct assignee badge in the sidebar.

  • Fields live on the page that matches who provides the data.

  • The first page in the order is the one the first assignee should see.

Preview the form to confirm the sequence feels right (see 📄 How do I share a preview of a form?). If the preview shows pages out of order, you most likely need to re-save after the last drag-and-drop change.

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