# Tally: Build a New Hire Form That Only Asks Remote Staff for a Shipping Address

> Build a free Tally new hire form that asks remote staff where to ship the laptop and hides the question from everyone else. Hands-on lesson, real screens.

Source: https://learn.ynteractive.com/content/tally-new-hire-form-conditional-logic · Updated 2026-11-06 · Free from Stepthrough (https://learn.ynteractive.com)

## Practice it step by step

[Start the free practice](https://learn.ynteractive.com/modules/tally-new-hire-onboarding-form)

[Take the free module: why it matters, practice and a quick check →](https://learn.ynteractive.com/courses/ai-apps-worth-knowing/54)

You do every step yourself in a practice copy of Tally. It checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, about 10 minutes, and nothing touches your real accounts. [Open full screen](https://learn.ynteractive.com/modules/tally-new-hire-onboarding-form)

Free · Live now · [AI Automation for Recruiting & HR](https://learn.ynteractive.com/content/industry/recruiting-and-hr) · Tally · ~10 min · 38 steps · Beginner

Updated November 6, 2026. Built against the tool’s current screens and checked step by step. [How we check this lesson](https://learn.ynteractive.com/content/about#how-we-check)

Small offices collect a new hire's details the slow way: an email for their name, another for a personal email address, another to ask where they will work, and one more for remote staff to ask where IT should ship the laptop. Tally is a third-party form builder that works like writing a document, with a free plan and [conditional logic](https://learn.ynteractive.com/content/glossary/conditional-logic) that shows a question only when an earlier answer calls for it. In this free lesson you use a practice copy built from real Tally screens. You build one new hire form, add a laptop shipping question that only remote hires see, and test both paths in Preview. Tally lets you build and preview a form without an account; publishing it needs a free account.

## At a glance

| Question | Answer |
| --- | --- |
| What you build | Stop chasing each new hire for their details by email. Build one free Tally form with conditional logic, so remote hires are asked where to ship the laptop and office hires never see the question. |
| Tools | Tally |
| Time | About 10 minutes, 38 steps in 5 parts |
| Level | Beginner, no coding needed |
| Cost | Free |
| Ways to learn it | [Practice it step by step](https://learn.ynteractive.com/modules/tally-new-hire-onboarding-form) |

### The 5 parts, in short

1. Start a form, no sign-up: Name the form, Start from scratch, Type a slash.
2. Questions every new hire answers: Add a Short answer, Ask for the full name, Make a new line, Find the Email block, and 9 more steps.
3. The remote-only question: Leave the option list, Find Long answer, Add Long answer, Ask for the shipping address, and 2 more steps.
4. Show it only for remote hires: Make a new line, Find Conditional logic, Add Conditional logic, Pick the question to check, and 7 more steps.
5. Test both paths in Preview: Close the list, Open Preview, Answer as an office hire, Answer as a remote hire, and 1 more step.

**Start here first:** [DeepL: Translate a Client Document and Keep Its Formatting](https://learn.ynteractive.com/content/deepl-translate-document-keep-formatting) (module 1 of AI Automation for Recruiting & HR)

**Part of:** [AI for Recruiting & HR](https://learn.ynteractive.com/content/paths/ai-for-recruiting-and-hr) (step 25 of 25)

**Part of:** [AI Apps Worth Knowing](https://learn.ynteractive.com/content/paths/partner-tools-ai-apps) (step 130 of 140). Next up: [Klap + n8n: Turn a Webinar into a Week of Shorts for Marketing](https://learn.ynteractive.com/content/klap-n8n-webinar-week-of-shorts)

## The business case: four emails per new hire

Picture Dana, the office manager at Northfield Consulting, a made-up 25-person firm with office, remote and hybrid staff. Before every start date she needs the new hire's full name, a personal email for the first login, where they will work and, for remote staff, a shipping address for the laptop. With example numbers you should replace with your own, three hires a month at four or five emails each is a dozen or more messages, and the address is often missing the week the laptop needs to ship.

One form fixes that: one link, the same three questions for everyone, and the address question only for the people who need it. Nobody in the office answers a question that does not apply to them, and nobody remote forgets the address, because it is required when it shows.

## Who this is for, and what you need

Office managers, HR coordinators and operations leads at small firms that hire a few people a month. To follow along in the real tool you need only a browser: Tally's builder at tally.so/create works without an account. To send the form to a real new hire, you sign up for Tally's free plan and click Publish.

## How conditional logic works in Tally

Tally builds forms from blocks, the way a document is built from paragraphs. You add a block by typing a slash and a few letters, for example /email or /conditional. A Conditional logic block reads like a sentence: When a question Is a value, Then an action. The actions in the menu are Jump to page, Calculate, Require answer, Show blocks, Hide blocks and Hide button to disable completion.

One detail catches people out. Show blocks does not hide the question for you. In our test, before the question was hidden, Preview showed the laptop question to everyone. Hide it first from its block menu (the six dots, then Hide); it turns grey in the editor, and the logic block then shows it only when the condition is met.

## Keep the form small and safe

Ask only for what you need before day one. Bank details, tax forms and ID documents belong in your payroll or HR system, not in a general form. If you add a question later, test both paths in Preview again before you send the link.

## What this saves you

- One link per new hire instead of four or five emails.
- A shipping address you have before the laptop needs to go out, because the question is required for remote hires.
- A shorter form for office staff, who never see a question that does not apply to them.
- What it does not do: it does not order the laptop, create accounts or add the person to payroll. It collects the details you need to do those things.

## What we checked in the real tool

Every step in the lesson was done in the real Tally builder at tally.so/create on 5 November 2026, without an account: the title, the Short answer, Email and Multiple choice questions, the Long answer, Hide in the block menu, the Conditional logic block with Show blocks, and Preview with both answers. We did not publish the form, so we did not test the published link, the Submissions view, email notifications or integrations.

## Next business case

Add a Date question for the start date and a Dropdown for the department, then publish the form and send the link with your offer letter. The same pattern works for client intake forms: ask a follow-up question only for the clients it applies to.

## Links

- [Tally](https://tally.so/create): the form builder this lesson teaches. You can build and preview without an account; Publish asks you to sign up for its free plan.
- [Tally help: guides](https://tally.so/help/guides): Tally's own how-to guides, including conditional logic.

## Try it yourself, free

Reading the steps is a start. Doing them is how it sticks. The interactive module walks you through every click in a practice copy of Tally, checks each step, and never touches your real accounts.

[Start “Tally: Build a New Hire Form That Only Asks Remote Staff for a Shipping Address”](https://learn.ynteractive.com/modules/tally-new-hire-onboarding-form)

## Step by step: Tally: Build a New Hire Form That Only Asks Remote Staff for a Shipping Address

All 38 steps of the interactive module, in order. In the module you watch each one, then do it yourself in a practice copy that checks your work.

### 1. Start a form, no sign-up

1. **Name the form.** You are the office manager at **Northfield Consulting**, a made-up 25-person firm. This is **Tally** at **tally.so/create**: you can build and preview a form without an account. Click **Form title** and type **New hire onboarding**.
   This is Tally. You can build and preview a form without an account. Name the form New hire onboarding.
2. **Start from scratch.** Tally offers **Create with AI**, **Use a template** and **Import form**. This form is short, so build it by hand: press **Enter** to start from scratch.
   This form is short, so build it by hand.
3. **Type a slash.** Tally *works like a doc*. The line says **Type '/' to insert blocks**. Type **/** to open the block menu.
   Tally works like a doc.

### 2. Questions every new hire answers

4. **Add a Short answer.** The menu lists every question type, from **Short answer** to **File upload**. Click **Short answer**.
   The menu lists every question type.
5. **Ask for the full name.** The cursor is on **Type a question**. Type **Full name**. The small star means the question is required.
   The small star means it is required.
6. **Make a new line.** Click the answer box under **Full name**, then press **Enter**. Tally adds an empty line below it.
7. **Find the Email block.** You do not have to scroll the menu. Type **/email** and it filters to the email blocks.
   You do not have to scroll the menu.
8. **Pick Email under Questions.** There are two: **Questions › Email** adds a label and an answer box, **Input blocks › Email** adds the box alone. Click **Email** under **Questions**.
   Pick Email under Questions. That one comes with a label.
9. **Ask for a personal email.** Type **Personal email**. The new hire has no work address yet, and this is where IT will send the first login.
   The new hire has no work address yet.
10. **Make a new line.** An Email question only accepts a valid address, so you get fewer typos. Click its answer box and press **Enter**.
    An Email question only accepts a valid address.
11. **Find Multiple choice.** Type **/multiple**.
12. **Add Multiple choice.** Click **Multiple choice** under **Questions**.
13. **Ask where they will work.** This answer decides what else you need to ask. Type **Where will you work?**
    This answer decides what else you need to ask.
14. **First option.** Click **Option 1** and type **In the office**, then press **Enter** for the next option.
15. **Second option.** Type **Remote**, then press **Enter**.
16. **Third option.** Type **Hybrid**. Tally letters the options A, B and C, so people can answer with the keyboard.
    Tally letters the options, so people can answer with the keyboard.

### 3. The remote-only question

17. **Leave the option list.** There is an empty **Add option** under Hybrid. Press **Enter** twice: the first adds an empty option, the second turns it into a new line.
18. **Find Long answer.** An address needs room for several lines. Type **/long**.
    An address needs room.
19. **Add Long answer.** Click **Long answer** under **Questions**.
20. **Ask for the shipping address.** Type **Where should we ship your laptop?** Office staff pick their laptop up on day one, so only remote hires should see this.
    Only remote hires should see this.
21. **Open the block menu.** Hover the question and click the **six dots** on its left. That opens the block menu.
    Hover the question and click the six dots on its left.
22. **Hide the question.** The block menu has **Required**, **Duplicate**, **Hide** and **Add conditional logic**. A question you show with logic must start hidden, or everyone sees it. Click **Hide**.
    A question you show with logic must start hidden, or everyone sees it.

### 4. Show it only for remote hires

23. **Make a new line.** The question turned grey: it is hidden. Click its answer box and press **Enter** for a new line.
    It turned grey. It is hidden.
24. **Find Conditional logic.** Type **/conditional**.
25. **Add Conditional logic.** Click **Conditional logic** under **Advanced blocks**.
26. **Pick the question to check.** A logic block reads like a sentence: **When** a question **Is** a value, **Then** do something. Tally guessed the last question. Click it to change it.
    A logic block reads like a sentence. When this, then that.
27. **Check the work location.** Click **Where will you work?**
28. **Open the answers.** Leave **Is** as it is. Click **Select option**.
    Leave Is as it is.
29. **Pick Remote.** Click **Remote**.
30. **Choose what happens.** Now the **Then** part. Click **Select action**.
    Now the Then part.
31. **Show blocks.** Actions include **Jump to page**, **Calculate**, **Require answer**, **Show blocks** and **Hide blocks**. Click **Show blocks**.
32. **Pick what to show.** Click **Select blocks**.
33. **Tick the laptop question.** Tick **Where should we ship your laptop?**
    Tick the laptop question.

### 5. Test both paths in Preview

34. **Close the list.** The rule is set. Click an empty spot on the page (or press **Esc**) to close the list.
    The rule is set.
35. **Open Preview.** It now reads: **When Where will you work? Is Remote, then show Where should we ship your laptop?** Never send a form you have not tried. Click **Preview**.
    When the answer is Remote, show the laptop question. Never send a form you have not tried.
36. **Answer as an office hire.** This is what the new hire sees. The laptop question is not there. Click **In the office**.
    This is what the new hire sees. Answer as an office hire.
37. **Answer as a remote hire.** Still no laptop question: right for office staff. Now click **Remote**.
    Still no laptop question. Right for office staff.
38. **See the question appear.** **Where should we ship your laptop?** appears, and it is required. Both paths work. To send it, click **Back to editor**, then **Publish**: Tally asks you to sign up for a free account and gives you a link to send to every new hire. Click the new question.
    The laptop question appears, and it is required. Both paths work. To send it, click Publish. Tally asks for a free account, then gives you a link.

## Frequently asked questions

**Can I build a Tally form without an account?**

Yes. The builder at tally.so/create lets you add questions, set conditional logic and use Preview without signing up. Publishing the form asks you to create a free Tally account.

**How do I show a question only for some answers in Tally?**

Hide the question first (six dots, then Hide), then add a Conditional logic block: When the earlier question Is the answer you want, then Show blocks and tick the hidden question.

**Why does my Tally question show for everyone even with conditional logic?**

Show blocks only shows a block that is hidden. If the question is not hidden, everyone sees it. Open its block menu and click Hide; it turns grey in the editor.

**Is Tally free?**

Tally has a free plan and paid plans. Check tally.so for current plans and limits.

**Is this lesson free, and was it tested in the real Tally app?**

The lesson is free and the practice copy needs no account. Every step was done in the real Tally builder, and the form was tested in Preview but never published.

[Start this module free](https://learn.ynteractive.com/modules/tally-new-hire-onboarding-form)

- Previous in AI Automation for Recruiting & HR: [ElevenLabs Studio: Turn a New-Hire Handbook into an Audio Briefing for Recruiting & HR](https://learn.ynteractive.com/content/elevenlabs-studio-handbook-briefing)
- Next in AI Automation for Recruiting & HR: Build an n8n AI Agent That Tracks Every New Hire's Onboarding

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[All 16 modules in AI Automation for Recruiting & HR](https://learn.ynteractive.com/content/industry/recruiting-and-hr)

## Terms in this lesson

Plain-English definitions, each with an example from a free lesson.

[Conditional logic](https://learn.ynteractive.com/content/glossary/conditional-logic) · Employee onboarding · Integration · Offer letter · [File upload (in an AI chat)](https://learn.ynteractive.com/content/glossary/file-upload)

[The full AI glossary](https://learn.ynteractive.com/content/glossary)

## Browse related tutorials

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