Eligible Groups allows access to a specific group of employees. This allows you to grant access rights on a form-by-form basis.
Applicable System Roles:
- Administrator
- Human Resources
Pre-requisites: Process Form Configuration & Management and Using Process Forms sections.
In the left navigation menu, click "Process Forms" then "Form Management"
Select the Form you wish to add authorized user access to by clicking the magnifying glass, then select "Eligible Groups" tab when the form is displayed in the lower half of your screen.
To edit the eligible group, click the pencil icon. To add a new eligible group, click "New Eligible Group":
Then fill out the fields and click save:
Forms can be defined to only be available for specific employee groups through the Available Forms menu (Employee access screen). The criteria used for this are the following employee fields.
- Org
- Object
- Project
- Building
- Job Title
- SchoolFront Role
- Department
- Attendance Group
- Bargaining Unit
- Employee Group
- Additionally, Billable Budget Code can be defined for Claim Form processing
Hint: If you want hide the form, use "None" in Org field