Using Process Forms - Employee Grid
This method of using process forms occurs when the HR Department is the submitter of the form.
HR will select employee(s) to submit the form for and fills out the form fields. These forms will not require submitter signature. Once the form has been created for the employee(s), they will *receive notification of the form in their landing page "Items Requiring Your Attention". The employee will approve/sign the form.
*Depending on your settings, the employee may also receive an email notification that this form is available. Along with the landing page, the forms can also be viewed by navigating to: Process Forms/Forms Pending My Approval
Applicable System Roles
- Human Resources
Navigate to either Active Employees/All Employees (depending on the purpose of your form submission); Select Action Drop-down menu is available through both grids:
Select the employee(s) you would like to Process Forms for by clicking the check boxes to the left of the employee data. If no boxes are checked, all employees will be included. Select Process Forms from the drop down at the top of the grid.
Select the Form Category and Form from the drop down menu in the pop-up window. Depending on the selection, your forms will have different options to complete before you can click "Create Form".
Examples: Annual Enrollment Forms/Annual Dependent Eligibility Verification and New Employees/Hep B Test
Once you have created the form for the selected employees, the employee will receive notification of the form, allowing them to approve and sign the form.