> ## Documentation Index
> Fetch the complete documentation index at: https://help.broadstripes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workplace tab

> Configure employment relationships and associations for your public form submissions

# Overview

The **Workplace** tab allows you to create an employment relationship for each form submission. If you prefer not to, you can skip this tab and use the default settings.

<Note>
  The Workplace tab only appears for **person forms**. Organization forms do not have this tab.
</Note>

## Why Collect Employment Information?

Employment relationships are central to labor organizing campaigns. Collecting employer information lets you:

* Link workers to their employers (shops, departments, companies)
* Build shop lists and organizational charts
* Identify shop leaders and organizers
* Generate shop-specific reports
* Send targeted communications to specific workplaces
* Track organizing progress by location

## Create an employment relationship on your public form

Follow these steps to configure employment collection on your public form:

### Step 1: Navigate to the Workplace tab

To get started, select the **Workplace tab** in the public form editor.

### Step 2: Enable employment creation

To include employment information, turn on the toggle in the **Workplace** card at the top of the tab ("Enable the worker submitting the form to identify where they work"). The record connected to the form submission will now be **associated with an employer**. The rest of the tab's options stay grayed out until this toggle is on.

<img src="https://mintcdn.com/broadstripes/m_m2LU9US0hb_EXW/images/admin-guides/public-forms/employment-tab/createemploymentbox.png?fit=max&auto=format&n=m_m2LU9US0hb_EXW&q=85&s=26ed42bc427e8e97d6a5f24d5233b982" alt="Workplace card with its toggle switched on at the top of the Workplace tab" width="720" height="212" data-path="images/admin-guides/public-forms/employment-tab/createemploymentbox.png" />

When enabled:

* An "Employer" field appears on the public form
* The submitter provides their employer information
* An employment relationship is created automatically
* The worker is linked to the organization in Broadstripes

When unchecked, no employer information is collected.

### Step 3: Create a custom label

Create a descriptive label for the employment input section using the **Custom label** field.

**Default**: "Employer"

**Custom label examples**:

* "Where do you work?"
* "Your employer"
* "Company name"
* "Shop name"
* "Worksite"

<Tip>
  Choose language your audience will understand. "Where do you work?" is clearer than "Employer" for most workers.
</Tip>

### Step 4: Choose the matching method

Next, use the **"Choose the method by which the workplace for the employment will be identified:"** dropdown. This dropdown controls HOW workers will identify their employer on the form.

<img src="https://mintcdn.com/broadstripes/m_m2LU9US0hb_EXW/images/admin-guides/public-forms/employment-tab/employmentTaboptions3.png?fit=max&auto=format&n=m_m2LU9US0hb_EXW&q=85&s=4fd4a3861e860e1a73f8389c06b6df27" alt="" width="700" height="300" data-path="images/admin-guides/public-forms/employment-tab/employmentTaboptions3.png" />

Four options are available:

#### Tiered drop-downs

The form recipient will select their employment information via drop-down menus, starting with the highest level of employment and then department and subdepartment, if applicable.

**How it works**:

* Multiple dropdown menus appear on the form
* First dropdown shows parent organizations
* Second dropdown shows child organizations within the selected parent
* Additional dropdowns may appear for deeper hierarchies

**Best for**:

* Campaigns with clear organizational hierarchies
* Large employers with multiple locations or departments

**Example**:

* First dropdown: Select your division (Northeast, Southeast, Central, West)
* Second dropdown: Select your facility (lists facilities in chosen division)

**Advantages**:

* Prevents typos and variations in employer names
* Forces structured data entry
* Easy for workers when hierarchy is clear

**Disadvantages**:

* Can be slow if hierarchy is deep or complex
* May confuse workers unfamiliar with the corporate structure

#### External system

Broadstripes will use the [external system](/docs/project-settings/external-systems-settings) you choose to make an employment association. You will also choose which external system value will be matched.

**How it works**:

* A single text input field appears
* Worker enters an identifier from an external system (employer ID, shop number, etc.)
* Broadstripes matches the identifier to an existing organization

**Configuration**:
When you select this option, you must also select which external system to use from the **"Choose the external system value that will entered to match the workplace:"** dropdown. This shows all external systems configured for your project.

**Best for**:

* Workers who know their employer ID or shop code
* Campaigns with integrated payroll or HR systems
* When you've imported organization data with external IDs

**Example**:

* Custom label: "Employee ID"
* External system: "Payroll System"
* Worker types: "E12345"
* Broadstripes finds the organization with external system ID "E12345"

**Advantages**:

* Fast for workers who know their ID
* Works well with HR system integrations

**Disadvantages**:

* Workers must know their ID
* Requires external system setup in Broadstripes
* Creates errors if worker enters wrong ID

#### Autocomplete

Broadstripes will automatically match existing shops/departments to recipients' input.

**How it works**:

* A single text input field appears with autocomplete
* As the worker types, matching organization names appear
* Worker selects their employer from the list
* Matches against organization names at ALL levels of hierarchy

**Best for**:

* Campaigns with many employers
* Workers who know their employer's name but not the formal hierarchy
* Mobile-friendly forms (less tapping than tiered dropdowns)

**Example**:

* Worker types "acme"
* Autocomplete shows: "Acme Corporation", "Acme West", "Acme Manufacturing"
* Worker selects the correct one

**Advantages**:

* Fast and intuitive
* Works on mobile devices
* No need to understand organizational hierarchy

**Disadvantages**:

* May show too many results for common names

#### Autocomplete, matching only against the lowest level of shop structure

A form of auto-matching that will only match on departments at the lowest level (works best for projects with unique department names).

**How it works**:

* Same as Autocomplete above, but...
* ONLY matches organization names at the lowest (leaf) level of the hierarchy
* Excludes parent organizations from autocomplete results

**Best for**:

* Campaigns where workers should only be employed at specific locations, not parent companies
* Avoiding confusion between "Acme Corporation" (parent) and "Acme Plant 3" (actual worksite)
* Ensuring workers are linked to the most specific level

**Example**:

* Organization hierarchy: Acme Corp → Acme Northeast → Acme Plant 3
* Regular autocomplete would show all three when typing "acme"
* Leaf node autocomplete ONLY shows "Acme Plant 3"

**Advantages**:

* Prevents workers from selecting parent organizations inappropriately
* Ensures precise location data
* Cleaner autocomplete results

**Disadvantages**:

* Requires well-structured organization hierarchy in Broadstripes
* May not show any results if hierarchy isn't set up correctly
* Can confuse workers if the "leaf node" isn't how they think of their employer

### Step 5: Configure employer email notifications (optional)

A form can be set to automatically send the employer a copy of the recipient's form submission. You will configure this option on the [Confirmation email tab](./email-tab). This will require you to have contact information for the employer in your project, specifically an email address.

<Note>
  See the Confirmation email tab to enable automatic email messages to employers and others after form submission.
</Note>

### Step 6: Enable multiple employments (optional)

Under the **Multiple employments** heading, check the **"Enable submitters to identify multiple workplaces (creating multiple employments)"** box to enable form recipients to create multiple employment relationships.

<img src="https://mintcdn.com/broadstripes/m_m2LU9US0hb_EXW/images/admin-guides/public-forms/employment-tab/public-form-employer-tab-1.png?fit=max&auto=format&n=m_m2LU9US0hb_EXW&q=85&s=a95f247b991d19c29a2620f6c7554ade" alt="" width="700" height="160" data-path="images/admin-guides/public-forms/employment-tab/public-form-employer-tab-1.png" />

When enabled:

* Workers can add more than one employer on the form
* A link appears allowing them to add additional employments
* Useful for workers with multiple jobs or who work at multiple locations

When disabled (default):

* Workers can only specify one employer
* Simpler form experience

In the **"Text for link that creates additional employments"** field, enter a custom label for the link that allows them to add additional employments.

**Default**: "Add another"

**Example alternatives**:

* "Add another job"
* "Add second workplace"

### Step 7: Save your work

Once you've configured your employment options, click **Save** or move on to the next tab to continue customizing your form.

## Common Configuration Examples

**Basic Manufacturing Shop Organizing**

**Configuration**:

* ☑ Create an employment
* Custom label: "Where do you work?"
* Selection method: Autocomplete (leaf node only)
* ☐ Allow multiple employments: No

**Result**: Simple, fast form where workers type their shop name and select from list.

**Large Multi-Site Employer**

**Configuration**:

* ☑ Create an employment
* Custom label: "Your location"
* Selection method: Tiered drop-downs
* ☐ Allow multiple employments: No

**Result**: Workers select from structured list of divisions and facilities.

**Industry with Many Casual Workers**

**Configuration**:

* ☑ Create an employment
* Custom label: "Current employer"
* Selection method: Autocomplete
* ☑ Allow multiple employments: Yes
* Additional employment label: "Add another job"

**Result**: Workers can add multiple employers where they currently work.

### Integrated HR external system IDs

**Configuration**:

* ☑ Create an employment
* Custom label: "Employer ID"
* Selection method: External system
* External system: "HR System"
* ☐ Allow multiple employments: No

**Result**: Workers enter their employer ID, and the system finds their employer automatically.

## Best Practices

**Match your selection method to your data**: If you have a clean organization hierarchy in Broadstripes, use tiered dropdowns. If not, autocomplete works better.

**Test with real workers**: What makes sense to you may confuse workers. Test the form with actual members of your audience.

**Consider mobile users**: Autocomplete works better on mobile than deep tiered dropdowns.

**Set up organizations first**: Employment matching only works if the employer organizations already exist in Broadstripes. Import or create them before launching your form.

**Use clear labels**: "Where do you work?" is clearer than "Employing organization" for most audiences.

## Next Steps

Here are links to the other documentation pages for public forms:

* [Create a new public form](./create-public-form)
* [The "Standard fields" tab](./standard-fields-tab-in-public-form)
* [The "Timeline" tab](./timeline-tab)
* [The "Content and attachments" tab](./form-content-tab)
* [The "Confirmation email" tab](./email-tab)
* [The "After submission" tab](./other-options-tab)
* [Viewing and downloading public forms](./viewing-and-downloading-public-forms)
