Skip to main content

Form Management: Claim Form Set-up & Creation

Allyson Ryan
  • Updated

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

  1. In the left navigation menu, click "Process Forms" then "Form Management"
  2. To add a new Claim Form, select "New Process Form":

  1. Fill out the details of the form:

  1. *Form Name (required): Name of form; this is the naming convention used for the form if saved to a personnel folder
  2. Process Category: Includes previously defined categories; be sure to select one that has Claim Form in the tile. The following are Claim Form Categories:
    1. Mileage Claim Forms are used to track Mileage and Mileage Payment Reimbursements
    2. Claims Forms are used with Pay Variables to allow districts to keep track of payment outside of regular salary payment. 
  3. Enabled: Must be checked for form to be used
  4. Form Description: Brief description of the form, (this will appear on the Available Forms screen)
  5. PDF Fit One Page: To be checked if the form should fit on one page PDF format
  6. Destination Personnel Folder: Select from the drop-down, which personnel folder the form should be stored in, once completed
  7.  Task Profile on Complete: Select from the drop-down, if you wish this form to trigger a Task Profile
  8. Display Options: Check boxes depending on the form
    1. "On Available Forms" should be selected for Claim Forms
  9. Enter the text for the form's Introduction Paragraph, Email Approval Introduction Paragraph, and Email Approval Completion Paragraph:

  1. Enter the Claim Form settings:

  1. Enter text for the Signature Paragraph and Closing Paragraph
  2. Click "Insert"

Related articles