Change Status or Delete Process Forms

If a Process Form is run in error, or a Process Form should be removed permanently from the system, you can do so by following the steps below.

Applicable Roles:

• HR Administrator
• HR Team

Requirements:

• Process Forms can be in any status, if you would like to change the status
• Process Forms must be in the status of "Cancelled" or "Draft" in order to be deleted

Change a Process Form Status

Navigate to Process Forms - All Forms:

Filter for the form you would like to change the status of and click "Apply":

Check the box next to the form and select "Change Status":

Select the status:

Enter a comment (if applicable) and click "Save:

Please Note: Forms must be in the status of "Cancelled" or "Draft" in order to be deleted

Delete Process Forms

Navigate to Process Forms - All Forms:

Filter for the form you would like to delete:

Ensure that the form is in the status of "Cancelled" or "Draft", if not change it to one of these statuses. 

Press the "Delete" button above the grid:

Confirm Delete: