Applicable System Roles:
- Human Resources
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:
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.
- Additionally, Billable Budget Code can be defined for Claim Form processing
Hint: If you want hide the form, use "None" in Org field
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: