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Incorrect Form Submission: Cancellation Setting

Allyson Ryan
  • Updated

When an incorrect form is submitted, approvers can reject the incorrect form. By rejecting it, the form will be cancelled, so that the submitter is notified and can easily resubmit the correct form. 

Applicable Roles

  • HR Admin
  • HR Team

Pre-requisite(s)

Form Management: Process Form Set-up & Creation, Process Forms: Approvers

Step-by-Step Instructions

To grant permission to approvers to be able to cancel incorrect forms:

Navigate to: Process Forms / Form Management

  1. Select the form by clicking on the magnifying glass
  2. Click the Approvers tab

  3. If the Approver Type is already configured, click the pencil icon to edit; if you are adding a new approver, click New Form Approver

    Approver Cancel Form.png

  4. In the Form Approver Management pop-up, check the box: Allow this Approver to [Cancel] the Submission

    Email Approval1a.png

    1. If adding a new approver - ensure that the Start and End Approval Levels are filled in
    2. Ensure the number is correct for Email Expires in Days
  5. Click Save
  6. Click the Email Rules tab

  7. Click the pencil icon to the left of the Employee / Candidate

    Approver Cancel Form1.png

  8. In the Form Email Rule Management pop-up

    Approver Cancel Form2.png

    Approver Cancel Form2a.png

  9. Check the box, Email on Cancel
  10. Select the Notification Category and the Cancel Notification, Notification Template from the dropdowns
  11. Click Save

 

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