Get the Right Forms to the Right People at the Right Time
When new hires or employees need to complete a set of required forms, it’s usually a chore for them to locate the right forms, figure out what’s required, and determine what’s already been completed. It doesn’t have to be this hard.
With Sage HRMS HR Actions Dynamic Forms Checklist, employees can simply log in to Sage HRMS HR Actions and see a list of required forms, the status of those forms, and direct links for performing actions on those forms. Managers can view a list of their required forms as well as the forms they need to initiate for their direct reports.
The convenient interface is an alternative to the pull-down list of all forms accessible to employees and managers within the traditional HR Actions Self-service interface. By streamlining and simplifying these processes, human resources can improve how they communicate required actions with employees and managers and provide them with a more user-friendly and reliable approach to onboarding requirements, annual performance reviews, or other recurring forms.
Automate the display of performance appraisal forms due for completion based on review date criteria.
Set visibility criteria based on hire date to display a list of required new-hire forms such as I-9, Federal and state W-4, handbook acknowledgment, etc.
Policies and Procedures
Display relevant new policies to employees for acknowledgment as they become available.
Give managers ability to view the status of form completion by their direct reports or let employees see when forms are completed or routed for approval in employee self-service.
Streamline Form Completion
Provide employees with a more efficient and effective means for completing a list of required forms.
Set Visibility Criteria
Set criteria for when forms become visible. Employees see the right forms at the right time.
Yes. When you define a list, you can specify criteria to determine which employees and managers view the list. You can also specify criteria for each form within a list. For example, an onboarding list could contain W-4 forms for every state where you have locations, but an employee would only view the forms for their specific locations (based on form criteria).