HOW DO I ADD/UPDATE A FORM?

Form Additions, Changes, and Updates

Forms grow with every company. To stay the most up-to-date on your form packet in the system, follow these steps:

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: Navigate to the Form Manager

  • Locate the Forms menu at the tope of the page and click on it. In the dropdown list, select Form Manager.

Step 3: Determine Action to Take

  • 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.

  • 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 in the Current Forms list.

Admin Tip: To see a form in the Employee/User Folder that an employee/user has filled out but is now deactivated, change the Employee Form - Display dropdown to ‘All Submissions’ as this form will have been archived.

Step 4: Send Request to Support

  • Click the “Submit” button which will send the request directly to the Support team for processing.