Delete by Employee with Online Forms
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a Verification process which gives the district an option to delete the online form process for someone for whom it no longer applies i.e. they've resigned or change in positions.
Having the option to delete an online form by person allows more flexibility with the processes every HR dept is trying to move to Online Forms. It would solve the problems of open incomplete online forms for recently resigned employees employees who received incorrect posted employee letters via online forms etc.
Aaron Pannone
shared this idea
To remove an individual from an Online Form, the Online Form will need to be deactivated temporarily. Once you deactivate you can click the Activate button again and then the Selection Parameters screen will come up where you will be able to make changes to remove the individual from the Online Form. You can do this even if the employee has already completed the Online Form.
Note: This will only work if you make your employee selection by individual employee.
Thank you!
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Amy Van Hout
commented
What I do is.... when I ACTIVATE the online form, in the "Selection Parameters" I have a template step up (say it's for teachers), then it lists all the teachers with their box checked to receive it, I simply uncheck the person's checkbox so they don't get.
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Aaron Pannone
commented
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a Verification process which gives the district an option to delete the online form process for someone for whom it no longer applies i.e. they've resigned or change in positions.
Having the option to delete an online form by person allows more flexibility with the processes every HR dept is trying to move to Online Forms. It would solve the problems of open incomplete online forms for recently resigned employees employees who received incorrect posted employee letters via online forms etc. -
Aaron Pannone
commented
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a Verification process which gives the district an option to delete the online form process for someone for whom it no longer applies i.e. they've resigned or change in positions.
Having the option to delete an online form by person allows more flexibility with the processes every HR dept is trying to move to Online Forms. It would solve the problems of open incomplete online forms for recently resigned employees employees who received incorrect posted employee letters via online forms etc. -
Aaron Pannone
commented
You cannot currently delete an online form process for a given employee. There are instances where an employee may not need to complete the online form such as resignation or the employee letter that's posted is incorrect etc. In that case you cannot delete anyone who was assigned the online form unless you log into their profile and complete the form for them. It will always show as incomplete or outstanding. Either we need an option to delete an online form for a specific employee or it needs to be setup like the Student side's Online Form which includes a Verification process which gives the district an option to delete the online form process for someone for whom it no longer applies i.e. they've resigned or change in positions.
Having the option to delete an online form by person allows more flexibility with the processes every HR dept is trying to move to Online Forms. It would solve the problems of open incomplete online forms for recently resigned employees employees who received incorrect posted employee letters via online forms etc.