Read Only Grid Access

Applicable Roles

• HR Administrator
• HR Team

Contents

Granting Form Access

Send Forms

Granting Form Access

Navigate to: Process Forms / Form Management

1. Locate the form and click the magnifying glass to display the Details

2. Click Edit

   

3. Check the box labeled “As Read Only Grid”

   

4. Click Save
5. Click the Read Only Grid Access Tab

6. Select New Form Access

   

7. Check the box(es) in the Process Form Access pop-up, of the employee(s) that will have the Form's Read Only permission

   

8. Click Save

Send Forms from Read Only Grid

Navigate to: Process Forms / All Forms

1. In the left navigation menu, hover or click the arrow pointing to the right of All Forms to display a pop-out menu to select a Read Only form 

   

2. Select the employee(s) to send the form to, by checking the box next to their name (Note that the title of the page will adjust based on the form you have selected, so it may appear different than the example below)

   

3. Click Process Forms
4. In the Initiate pop-up window, fill out the necessary fields to send the form
   1. Select the Form Category from the drop-down

   2. Select the Form from the drop-down

      

      *The options of the remaining form fields to enter will vary based on the Form Category selected and the Form selected

5. Cancel to back out and do nothing
6. Save Draft - to save the draft without sending

7. Create Form(s) to create the form

   1. The Form Creation Completed pop-up will display

   2. Click "Go to Manage Form Submissions" to view all Forms you have submitted