HOW TO CHANGE FORM PACKETS?

Establish or Manage Form Packets

To establish or manage individual division’s Pre-Selected 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 Division Dashboard

There are 2 ways to access a division dashboard:

  1. On the Admin dashboard, scroll through or search the Divisions panel.

  2. On the Admin dashboard, locate the Divisions menu at the top of the page and click on it. In the dropdown options, select ‘Manage Divisions’. This will bring up an all-inclusive list of divisions. Scroll through or search the page for the applicable division and click on the division name.

Step 3: Find the Pre-Selected Form Packet Panel

  • All forms that are available to the division will be listed in the Pre-Select Form Packet panel. Check the boxes of each form to include automatically in the packet when creating a new account.

Admin Tip: If you leave every checkbox empty, the system will automatically assign all available forms to the new account.

Step 4: Save the Updates

  • Save the changes made to the Pre-Selected Form Packet by clicking on the “Update Pre-Selected Form Packet” button.

  • A confirmation message will appear at the top of the page stating, ‘Form permission defaults have been updated for this division’.

‘Apply changes to all current employees in the division’ Option

  • Carefully assess the necessity of applying changes to all current employees/users. This option can be beneficial when substantial changes are introduced to form requirements.

Admin Tip: This action cannot be undone outside of the individual employee/user folder. Use with caution!

  • If this box is not checked, changes to form selections will only affect new hires going forward, allowing current employees/users to maintain their existing form selections.

Pre-Selected Packet Setup for HR Staff

If you have HR Staff access, your dashboard will display options that have been made available to you.

  • On the division dashboard, scroll down to the Pre-Selected Form Packet panel. This section contains all the forms that have been made available to the chosen division.

  • If this panel is not available to you, please reach out to an HR Administrator for further instructions.