CAN I VIEW, PRINT, DOWNLOAD FORMS IN BULK?

Efficient Bulk Management of Forms

Companies have their employees/users complete multiple forms to initiate their association. The ability to access multiple forms at once is a life saver!

Export Forms

Follow these steps to export your forms effectively and maintain access to your important information:

Step 1: Access the Administrator Dashboard

• Begin by accessing the Administrator dashboard, which serves as the central control panel for managing various aspects of the system.

Step 2: Access the Export Feature

  • As an HR Admin level user, log into your account.

  • Navigate to the Forms section in the menu and select the ‘Forms Export’ option.

Step 3: Apply Filters

  • If necessary, apply filters to narrow down the list of forms you wish to export. Filters may include dates, divisions, specific forms, employees, or status.

Step 4: Export the Forms

  • To choose the format, select the ‘Bulk Print’ dropdown menu and choose your preferred format.

  • Click the "Go!" button. The system will generate a file containing the forms in the selected format.

Admin Tip: Forms can be pulled or printed 30 at a time. Page counts do not impact this number.

Access Forms for Multiple Employees/Users

  • In situations where you need to handle forms for multiple employees/users, the onboarding system provides a streamlined approach. By navigating to the Forms top menu and selecting Forms Export, you can access a comprehensive list of forms across different employees/users.

Utilize Filters for Precision

  • The Forms Export section offers the flexibility of applying filters to narrow down your search. You can filter forms based on criteria such as Dates, Division, Form Type, People, or Status. This precision ensures that you can focus on specific sets of forms, making your management tasks more efficient.

Comprehensive Form List

  • Once you've applied the desired filters, the system will generate a list of forms that match your criteria. This list provides essential information, including the Submission Date and Status of each form. This overview helps you quickly identify the forms that need your attention.

Batch Operations

  • The ability to view, print, or download forms in bulk saves time and effort. By selecting multiple forms from the list, you can perform batch operations. Whether it's reviewing the forms, printing them for your records, or downloading them for further processing, this feature simplifies your tasks.

Include Archived Forms

  • The Forms Export section also allows you to include archived forms in your search. This is particularly useful for accessing historical records or conducting audits.