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

Navigate to: Active Employees 

Option 1

1. Locate or filter for the Staff ID, employee's first or last name to find the new hire employee
2. Click the magnifying glass 

3. In the lower half of the screen, click "Edit"

   

4. Edit the fields manually to the correct information
5. Click "Save"
6. Next, navigate to "Process Forms/All Forms" and filter by the "Name"; this will show you the New Hire forms that were generated

7. Check the boxes on the lines of the forms that need to be cancelled

   

8. Click "Change Status"

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

9. In the Change Status pop-up, confirm the number of selected records

   

   

10. In the Status drop-down, change the status of the form to "Cancelled"

11. Enter the reason why in the Comment section

12. Click "Save":

13. Locate the employee again in Active Employees

14. Check the box next to the name

15. Select the "Process Forms" action button at the top of the page

    

16. When the Initiate window opens, select "Onboarding" from the Form Category dropdown menu

    

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

18. Click "Create Form(s)":

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

    

20. 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. Locate or filter for the Staff ID, employee's first or last name to find the new hire employee
2. Click the magnifying glass 

3. In the lower half of the screen, click "Edit"

   

4. Edit the fields manually to the correct information
5. Click "Save"
6. Inform the New Hire to click "Save Changes" (under Form Fields) on all forms before they enter any information going forward, as this will refresh the form with the new and correct information