Viewing and Managing Completed Self Service Forms/Documents (On-Boarding)

1. Go to the SELF-SERVICE section from the main menu

2. Select the self-service project from the sub-menu

3. Open the form/doc manager to view activity

4. Click on form/doc name to open to view.

       Note: Forms and documents will open in a PDF format.

Using the Management Tools

Located under the ACTIONS menu right-hand side

	Use this function to send new forms and document to the recipient. You are required to select which form/doc first by checking the box by each form/doc.
	Use this function to clear the form/doc content to allow the recipient to re-start with a clear form/doc. You are required to select which form/doc first by checking the box by each form/doc   Note: If the document you are intending to clear is a document you have uploaded you will be asked to replace the entire document.
	Use this function to withdraw the posted form/doc so it is no longer available to the recipient.  You are required to select which form/doc first by checking the box by each form/doc
	Use this function to unwithdraw a withdrawn form/doc. You are required to select which form/doc first by checking the box by each form/doc
	Use this function to Archive a selected new recruit.
	Use this function to send, in an email, the selected forms to a person within the system or a third party. See the instruction ‘Using Send Email Function” for more details.
	Use this function to convert to PDF file the completed forms.
	Use this function to change the status and assign another project (employment pack) where you have split your projects into sub-projects.

Using Send Items in Email Function

You can send completed forms/docs via email to other staff members and departments.

There are 2 options to send attached forms/docs these are (i) to staff members pre-existing and registered in the system as a user and (ii) a third party non-system user

To send to a pre-existing and registered contact

1. Type their name in the EMAIL TO (Contact) field. This is predictive text so after 3 letters you will start to see people matching your name

2. Form the list of names select the person you with to send forms/docs. If you have more than one recipient, repeat the procedure.

3. Type your message in the message text box and send.

To send to a third-party contact

1. Type the recipients email address in the text field EMAIL TO (3^RD Party)

2. Select the ADD button your contact will be displayed below. If you have more than one recipient, repeat the procedure.

3. Type your message in the message text box and send.

Sending Forms to Managers to Complete (Non-System Contact)

To send a form to a 3^rd party someone not registered in the system as a staff user-

1. Select the form

2. Select SEND SELECTED FORMS & DOCS

3. Add the recipient email address. To add multiple recipients press enter key and repeat 

4. Select INITIALIZE. Your form will now be sent.

Sending Forms to Managers to Complete (System Contact)

To send a form to a staff member registered in the system -

1. Select the form

2. Select SEND SELECTED FORMS & DOCS

3. Select INITIALIZE. Your form will now be sent.