Process Forms allow your district to digitize forms that get processed and filed for district employees. Forms can be defined for specific groups, setup to go through an approval process, and allow for the submission of claim forms for payment. Employees as well as Supervisors can digitally sign the forms as required, and the forms can be automatically saved to the Employee’s Personnel Folder, eliminating the needs for printing and manually storing each form.
There are two types of Digital Forms in SchoolFront, Claim Forms and Process Forms:
Claim Forms
These 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.
- Claim Forms
- Calendar component
- Financials
- Mileage Calculation with Google Maps
Process Forms
These forms are used for non-claim forms that need to be signed by the employee and stored in their personnel folders. These forms allow the employee to fill out pre-defined fields (mail merge fields) that will appear on the form submitted. These forms can be used to replace paper forms, allow for employee signatures, be approved and then filed as a digital form in the employee's personnel folder. Creating these forms incorporates the use of a "template builder" along with customized and dynamic fields.
- Mail Merge
- HTML WYSIWYG Editor
- Use any data element related to the employee or form
- Placeholders for fields filled out at process initiation
District Administrators and Human Resource teams must configure the following. For more information, please see your solution architect:
- Who initiates forms
- Employee access
- Process Owners (managers for 1 or more employees)
- Automatic Task Profiles
- Communication/Process Management
- Configure Automatic emails based on roles and status
- Mail merge email notifications for follow up by process owners
The following tabs are accessed through both process forms and claim forms:
Other Process Forms Knowledge Base articles:
Defining and Editing Form Categories
Form Management: Claim Form Set-up & Creation – SchoolFront
Form Management: Process Form Set-up & Creation – SchoolFront