When to Reject a Form

The option to ‘Reject’ a form creates a unique opportunity for the reviewer to handle situations where accuracy and updates are a necessity.

Incorrect or Missing Answers

Forms submitted with incorrect or missing answers by the employee/user should be rejected. This ensures that accurate information is recorded in the system and prevents any potential errors caused by incorrect or incomplete data.

Updates to Employee/User Information

If an employee's information needs to be updated on a form, such as changes to bank account details for Direct Deposit, rejecting the form is a way to prompt the employee to resubmit the updated information. This process ensures that the most current and accurate information is recorded.

Updates in Front-End Questions

When the front-end questions of a form are modified, and the employee needs to acknowledge these changes through a signature, rejecting the form triggers the form to go through the process again. This ensures that the employee acknowledges the updated questions.

Ensuring Compliance

Rejecting a form can be a means of ensuring compliance with internal policies and regulations. By rejecting a form with incorrect or outdated information, you maintain accuracy and compliance within the system.

Admin Tip: Rejecting a form creates a new version of the form without modifying the original in order to maintain historical data and activity.