Forms

Completing forms and reviewing submitted forms

You use My Forms to see forms assigned to you and forms you have submitted. You can access My Forms by selecting HR > Forms > My Forms. The page is divided into two sections:

• Assigned Forms: Lists forms to be completed. Form names are hyperlinks that open the forms. You can select a form, fill it out, and then select Submit to submit it. Upon submission, a Notifications dialog box can appear with a custom message. This occurs if a notification is set to send when a specific response is received for a question on the form. To finish submitting the form in this case, select Continue Submit.
• Historical Forms: Lists forms that have been completed. Each record includes the date and time submitted and a status indicating whether the submitted form has been approved or is waiting for approval. You can select a historical form to review what you submitted. If you need to change the responses on a form, you can select Recall in the bottom right corner of the form to make changes. Recalled forms return to the Assigned Forms section with a Recalled status and are available to resubmit.

Approving forms and viewing historical forms

As an approver, you can use Form Approvals to view, approve, or reject current forms that require approval and to view forms you previously approved. You can access Form Approvals by selecting HR > Forms > Form Approvals.

Form Approvals shows a list of forms requiring approval. You can select View, Approve, or Reject for each form. If you reject a form, you can enter a reason for the rejection. Rejected forms are returned so that the submitting employee can amend and resubmit.

You can select Historical Form Approvals to view forms you have approved in the past.

As alternatives to using Form Approvals, you can also manage forms that need approval from the following locations: 

• From HRISMyWay Home on the Approvals pane under HR.
• From the HR module dashboard on the Approvals pane.