IF I CANCEL MY SERVICE, CAN I EXPORT MY FORMS MYSELF?

Export Forms Upon Service Cancellation

The ability to export your forms ensures that you retain access to critical data, promoting data portability and a smooth transition in case of service cancellation.

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 500 at a time. Page counts do not impact this number.

Paid Forms Export

  • As an alternative option, Support can pull the forms in large batches and provide them to you for a fee paid up front.

Advantages of Export Forms

  • Data Continuity: Exporting forms allows you to maintain access to your data even after service cancellation, ensuring a smooth transition.

  • Enhanced Decision-Making: With your exported forms, you can continue to make informed decisions based on historical data.

  • Data Compliance: By retaining your forms data, you can meet regulatory requirements and maintain a record of your organizational history.