WHAT DOES THE FORM MANAGER DO?
Explore the Form Manager
To harness the capabilities of the Form Manager, locate the Forms menu at the top of the page and click on it. In the dropdown list, select Form Manager. This action will lead you to a versatile set of tools to enhance your form management efficiency.
Key Functionalities
New Form: The “New Form” button directs you to a page for requesting a new form be built. Some fields are automatically generated based on your login. Fill in the remaining information and include a copy of the form. Click the “Submit” button which will send the request directly to the Support team for processing.
Form Order: The Form Manager enables you to tweak the signature order and printing of forms according to your preferences. This feature empowers you to dictate the sequence in which forms are presented to new hires, optimizing the onboarding process, along with controlling the print order of forms.
Division Assignment: Divisions play a pivotal role in organization and management. With the Form Manager, you can specify which divisions have access to specific forms. This fine-tuned control ensures that the right forms are available to the right groups, streamlining the onboarding experience.
Due Date Enforcement: Assigning due dates to forms is essential for maintaining a structured onboarding timeline. The Form Manager lets you effortlessly set due dates for each form, ensuring that new hires complete them within the desired timeframe.
Blank PDF: A valuable feature of the Form Manager is the ability to preview and print forms. You can view blank versions of forms, which is handy for understanding their layout and content. Printing forms in PDF format is also an option as use for reference.
Manage: The “Take Action” dropdown provides options to Replace, Revise, or Remove the existing form. By making a selection, you will be directed to a page in order to fill out information related to the chosen action. Some fields are automatically generated based on your login. Fill in the remaining information and include a copy of the form where applicable. Click the “Submit” button which will send the request directly to the Support team for processing.
Replace: This action is meant for use when a new version of a form has been created or provided such as the new year’s benefit enrollment. Few changes to the actual questions are required.
Revise: This action is meant for use when one or more updates need to be made to the existing form. It is crucial to include detailed information about these changes in the area ‘What Needs to be Revised on this Form’.
Remove: This action is meant for use when a form is no longer needed for employees/users to fill out going forward AND that previously submitted forms no longer need to be accessed.
Admin Tip: Don’t let your employee/user’s forms disappear! If you still want to have access to forms that have already been filled out but it will no longer need to be included in new employee/user packets, update the Division Assignment to only be available to a Test division.
Enhance Your Workflow
The Form Manager isn't just a collection of tools; it's a comprehensive solution that enhances your form management workflow. By providing an array of customization options, it empowers you to tailor your onboarding process to your company's unique needs.