Form categories must be created prior to creating a process form, as the form category determines the initiation point for the form.
Applicable Roles:
- Administrator
- HR Admin
- HR Team
Creating Form Categories
Navigate to Process Forms - Form Category Management:
On this Screen, Forms will appear under their specific Category which will represent the sections they appear under within Available Forms. Click "New Form Category":
Select the form type from the drop-down menu, type the name of the form, enter a description and click "Insert":
Editing Form Categories
Navigate to Process Forms - Form Category Management:
Select the Form Category you wish to edit by selecting the Magnifying Glass Icon next to the Form:
Select Edit:
From here, you can change the name of the form and the form category description:
Click Save
By clicking the "Process Forms" tab you can edit the process forms that are tied to that form category by clicking the magnifying glass, as you will be re-directed to the Form Management grid: