Configuring "Submit on Behalf of Groups" on a form, allows a group of individuals the ability to submit a form from the Active Employee Grid. In order to submit, they will also need access to the employee, and the ability to submit the form.
Applicable Roles
- HR Admin
- HR Team
- Business Office
- Forms Administrator
Pre-requisites
An understanding of the Process Form Configuration & Management and Using Process Forms sections.
Navigate to: Process Forms / Form Management
- Select the Form you wish to add authorized user access to by clicking the magnifying glass
- Click Submit on Behalf of Groups tab
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Click New Group
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Select the Employee Group that should be allowed access to the form (See: Creating and Using Employee Groups for further information about Employee Groups)
Click Save
Next, navigate to Active Employees and select the employee(s) that need the form by checking the box to the left of the Staff ID column
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Click Mass Edit
If the employee is not viewable in the active employee's grid to the user submitting the form, you must first give that user access to the employee(s). See article, Grant Access to Selected Employees on the Active Employee Grid – SchoolFront
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In the Mass Edit Employees window, confirm the number of selected records
In the Employee Access section, check the box: Grant Access to THIS employee for Selected Employees
Select the Employee from the drop-down menu
Check the Submit Forms box
Check the View Employee box
Click Update
The user that you configured to "Submit on Behalf of Groups" will now be able to see the categories and forms that they have rights to, and can initiate those particular Process Forms through Active Employees: