Accessing Admin Form Requests
Navigate to System Management
Select Manage Forms
Click on Form Request tab
Click on New Request button
Submitted By
Select the user responsible for completing and submitting the form.
This user becomes the assigned submitter and will receive the form request notification.
Subject
Select the user the form is being submitted on.
The subject represents the employee on who the form is submitted on
Template
Select the form template to assign.
The available templates displayed are dynamically filtered based on the selected submitter’s template permissions.
Email Notification
After the request is created:
The selected submitter receives an email notification
The email includes access URL to the Forms dashboard to complete the form
The notification informs the user that a new form request has been assigned to them.
Accessing Employee Form Requests
Navigate to Forms module
Under Forms Requested section
Click on Complete Form button
Fill out the form questionnaire and hit Submit Form
