Getting to know your employees’ personal preferences is a great way to foster understanding, deepen connections and establish loyalty. When you know your employees’ preferences, likes and dislikes, you’re better prepared to engage with them and show your appreciation when it’s warranted. It also helps when:

  • Ordering staff lunch
  • Buying birthday and holiday gifts
  • Handing out small tokens of appreciation
  • Giving out bonuses for employees who go above and beyond

Gathering this information is easy when it becomes a regular part of your onboarding process. Simply create a standard form for each new employee to complete. Here are some suggestions of what to ask, but feel free to make it your own!


Preferred name

Preferred mode of communication (i.e. call, text, email)

Birthday (Month and day is fine for this form!)

Tell us a little about yourself. Where are you from originally, family, pets, etc.


I prefer recognition (in front of a group or in front of my peers)     Y / N (circle one)
I prefer 1:1 recognition from boss or peer                            Y / N

Favorite non-alcoholic drink
Favorite alcoholic drink
Favorite hot drink
What do you like in your hot drink / (cream/sugar/flavoring)
Favorite type of food
Foods you dislike
Favorite restaurant(s)
Favorite dessert(s)
Favorite snack(s)
Favorite candy
Favorite artist(s)/song(s)
Favorite style of music (Jazz, Country, etc.)
Favorite sport team(s)
Favorite TV show(s)
Favorite color
Favorite book(s)/book genre
Favorite business book
Favorite place(s) to vacation
Favorite game(s) to play

PASSIONS/HOBBIES (leave an open area for them to fill in)


What is the name of your spouse / best friend(s) / children (if any)
What time of day do you do your best work / are most creative?
What “picks you up” the best?
What is your dream job?
Where would you travel on your dream vacation?
Where would you like to be in 5 years, 10 years?

Use this space to add anything else you would like to share about yourself.