Claim forms are used to track employee time for work performed. Approval paths are defined, (starting with the employee) and email notifications can be setup for the approval chain. Once the claim form has been created and subsequently approved, it can be uploaded to the district’s payroll system to be paid. Additionally, non-claim forms can be created for virtually any employee/district forms that are currently printed and manually signed. These forms contain calendar settings that require specific setup with regard to calendars, weeks and minutes.
Applicable System Roles:
- Administrator
- Human Resources
Creation of Claim Forms
In the left navigation menu, click "Process Forms" then "Form Management":
To add a new Claim Form, select "New Process Form":
Fill out the details of the form:
Fields for Claim Form:
- Form Name (required): Name of form; this is the naming convention used for the form if saved to a personnel folder
- Process Category: Includes previously defined categories; be sure to select one that has Claim Form in the tile
- Enabled: Must be checked for form to be used
- Form Description: Brief description of the form, will appear on the Available Forms screen
- PDF Fit One Page: To be checked if the form should fit on one page PDF format
- Destination Personnel Folder: Select from the drop-down, which personnel folder the form should be stored in, once completed
- Select Task Profile on Complete if you wish this form to trigger a Task Profile
- Select appropriate Display Options depending on the form
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- "On Available Forms" should be selected for Claim Forms
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Next, enter the text for the form's Introduction Paragraph, Email Approval Introduction Paragraph, and Email Approval Completion Paragraph:
Next, the Claim Form settings. For more information on these settings, please see Pay Variable Group Set-up & Management – SchoolFront:
Enter text for the Signature Paragraph and Closing Paragraph and click "Insert":