How to Cancel Incorrect Forms and Re-Issue New Forms for New Hires

Applicable Roles

• Administrator
• Human Resources: Admin or Team
• Business Office

Prerequisites

Viewing Tasks in Onboarding Profiles, Form Management: Process Form Set-up & Creation, Hiring A Tracker Candidate & Starting the Hiring Process

Contents

Option 1: The incorrect forms can be corrected, cancelled and re-issued

Option 2: The information can be corrected, and the New Hire will be able to refresh the forms with the correct information

Option 1

1. Navigate to the Active Employee's grid and filter the Staff ID or employee's first or last name to find the new hire employee
2. Once your employee is displayed, click the magnifying glass and then when their information displays below click "edit":

3. From here, you can manually update the information to the correct information and click "Save". 
4. Next, navigate to "Process Forms/All Forms" and filter by "Name"; this will show you the New Hire forms that were generated
5. Check the boxes on the lines of the forms that need to be cancelled
6. Click "Change Status":

*DO NOT SELECT THE RECRUITFRONT APPLICATION AS THIS CANNOT BE REGENERATED*

7. Confirm the number of selected records

8. From the Status drop-down, change the status of the form to "Cancelled"

9. Enter the reason why in the Comment section

10. Click "Save":

11. Navigate back to the Active Employees grid and locate the employee again

12. Checkmark the box next to their name

13. Go to the "Select Action" drop-down menu, and click "Process Forms":

14. Select "Onboarding" from the Form Category dropdown menu 

15. Select the first form that needs to be regenerated from the Form dropdown menu

16. Click "Create Form(s)":

17. From the Form Creation Completed Screen, click "Go Back" to repeat the process for the subsequent forms that need to be completed:

18. To ensure that the new forms generated: 

    1. Navigate to Process Forms/All Forms

    2. Filter by the date the changes were made and that they are in "Pending Approval" status:

Option 2

1. Navigate to the Active Employee's grid and filter the Staff ID or employee's first or last name to find the new hire employee
2. Click the magnifying glass and when their information displays below, click "Edit" in the Details tab:

3. Manually update the information to the correct information and click "Save"
4. Inform the New Hire to click "Save" on all forms before they enter any information going forward, as this will refresh the form with the new and correct information