Submitting Forms

Users with access to the Forms module can create new form submissions either on themselves (Employees) or on their direct reports (Managers). The process for submitting a form is consistent across both user types.

Users can click on New Form to initiate a form submission

Employees

1. Navigate to My Profile > Forms.

2. Click New Form.

Managers

1. Navigate to My Team > Forms.

2. Locate the employee on whom the form needs to be submitted.

3. Click New Form next to the employee’s name.

After clicking New Form, the system displays a list of available form templates.

Only templates the user is allowed to access based on Form Access Permissions (Employees & Up or Managers & Up) will appear.

Once a template is selected, the form will open with all questions and descriptions defined in that template.

At the bottom of the form, two actions are available:

Submit: Saves and submits the completed form. If approval is enabled, the form enters the approval workflow.

Cancel: Discards the form and returns the user to the previous screen without saving any answers.