Get the Right Forms to the Right People at the Right Time
When new hires or employees need to complete a required list of forms, it’s usually a chore for them to see what forms are required, locate the right forms, and figure out what’s already been completed or understand the routing to management. You can provide employees a customizable widget located on the center frame of a custom page in Employee Self Service that displays a controlled list of forms, the status of those forms, and direct links for performing actions on those forms.
Managers will also be able to view a custom list of their required forms as well as the forms they need to initiate for their direct reports.
How HR Can Improve Processes with this Widget in ESS
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.
No. Onboarding can be accomplished with only Sage HRMS HR Actions. However, the addition of Sage Employee Self Service and Sage HRMS HR Actions Dynamic Forms Checklist provides a superior user experience for the employees.
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).