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Grant Access to Initiate Forms

Allyson Ryan
  • Updated

Human Resources can grant access to employees who can initiate Process Forms for other employees, on their behalf.

Applicable Roles

  • HR Administrator
  • HR Team

NOTE: Personal Profile Only users will be able to see the Tabbed Personnel Folder titles but not the contents. 

Contents

Access Granted: Provide an employee limited access to initiate forms for other employee(s) 

Navigate to: Active Employees

  1. Click the magnifying glass next to the employee that you will be granting another employee's form access to
  2. Select the "Access Granted" tab

  3. Select "New Access Granted Entry" in order to select Employee’s you wish the user have access to

    Grant Access Initiate Forms.png

  4. In the "Manage Staff Granted Access" pop-up window, select the employee(s) that the user will be able to initiate forms for by selecting the checkbox next to their name(s)

    Grant Access Initiate Forms1.png

  5. Select "Submit Forms"
  6. Click "Save" 

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