When an applicant is hired and the information on the auto-generated forms is incorrect, there are two options to correct the forms.
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.
Applicable Roles:
- Administrator
- Human Resources: Admin or Team
- Business Office
Option 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. Once your employee is displayed, click the magnifying glass and then when their information displays below click "edit":
From here, you can manually update the information to the correct information and click "Save".
Next, navigate to "Process Forms/All Forms" and filter by "Name". This will show you the New Hire forms that were generated.
Check the boxes on the lines of the forms that need to be cancelled, then click "Change Status":
*NOTE: DO NOT SELECT THE RECRUITFRONT APPLICATION AS THIS CANNOT BE REGENERATED*
Next, change the status of the form to "Cancelled" and enter the reason why in the Comment section and click "Save":
Navigate back to the Active Employees grid and locate the employee again, checkmark the box next to their name and go to the "Select Action" drop-down menu, and click "Process Forms":
Select "Onboarding" from the Form Category dropdown menu and then select the first form that needs to be regenerated from the Form dropdown menu and click "Create Form(s)":
From the Form Creation Completed Screen, click "Go Back" to repeat the process for the subsequent forms that need to be completed:
To ensure that the new forms generated, navigate to Process Forms/All Forms, and filter by the date the changes were made and that they are in "Pending Approval" status:
Option 2
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. Once your employee is displayed, click the magnifying glass and then when their information displays below click "edit":
From here, you can manually update the information to the correct information and click "Save" and inform the New Hire to click "Save" on all forms before they enter any information. This will refresh the form with the new and correct information.