Difficulty Level - Intermediate Impact - Organization Level

Create a check list on the electronic employee file of the forms that are required to be completed for employees. These forms can be grouped by Form Class to create easily identifiable checklist.

Forms can't be saved in CLEARVIEW. Employee Forms manages the checklist, of documents and forms, that appear on electronic employee files.

To access Employee Forms settings:

  1. Click on on the quick links Located at the top right corner of a page, it contains icons that allow you to quickly access important pages. bar from any page.

  2. In the Settings window:

    Settings associated to a page automatically show in the List box. If the setting that you want to access is in the List box, you can skip step a.

    1. Select Labour from the Filter drop-down list.

    2. Click on Employee Forms from the List box in the left pane.

The following information is displayed in the Form Class tab:

  • Code: The unique identifier used by your organization for the type/classification of forms.

  • Description: The name assigned for a group of forms/documents.

  • Sequence: The order in which the class is displayed in the Forms tab of the electronic employee file.

The following information is displayed in the Form Definition tab:

  • Title: The name of the document or form.

  • Class: The description of the form class under which the document or form is grouped.

  • Notes: General notes regarding the document or form.

  • Sequence: The order in which the document or form is displayed within the form class in the electronic employee file.

ClosedCreate a Form Class

  1. Go to Employee Forms settings.

  2. Click on the Create button.

  3. In the Employee Form Class window:

    1. Enter the unique identifier used by your organization for the type/classification of forms in Code.

    2. Enter a name for a group of forms in Description.

    3. Enter a Sequence number to determine in what order the form class will display on the Forms tab of the electronic employee file.

    4. Click on the Create button.

    5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    6. Click on Close .

ClosedEdit a Form Class

  1. Go to Employee Forms settings.

  2. Click on the Code of the form class that you want to edit.

  3. In the Employee Form Class window:

    1. Make the changes as required. (see create a form class for details)

    2. Click on the Update button.

    3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

ClosedDelete a Form Class

Only form classes that do not have any forms grouped under it can be deleted.

  1. Go to Employee Forms settings.

  2. Click on the Code of the form class that you want to delete.

  3. Click on the Delete button in the Employee Form Class window.

  4. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.

  5. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

ClosedAdd a Form or Document Name to the Forms Check List

  1. Go to Employee Forms settings.

  2. Click on the Form Definition tab.

  3. Click on the Create button.

  4. In the Employee Form Definition window:

    1. Enter the name of the form or document in Title.

    2. Select the Class to group the form under from the drop-down list.

    3. Enter any notes regarding the form in Note.

      Notes are only displayed on Employee Forms setting page. The notes won't appear in the electronic employee file.

    4. Enter a Sequence number to determine in what order the form or document will display within the form class, on the Forms tab of the electronic employee file.

    5. Click on the Create button.

    6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

    7. Click on Close .

ClosedEdit the Details of a Form or Document on the Forms Check List

  1. Go to Employee Forms settings.

  2. Click on the Form Definition tab.

  3. Click on the Title of the form or document for which you want to edit the details.

  4. In the Employee Form Definition window:

    1. Make the changes as required. (see add a form or document for details).

    2. Click on the Update button.

    3. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

ClosedDelete a Form or Document Name from the Forms Check List

Only document/form names that are not marked as done on any electronic employee file can be deleted from the check list.

  1. Go to Employee Forms settings.

  2. Click on the Form Definition tab.

  3. Click on the Title of the form or document that you want to delete from the check list.

  4. Click on the Delete button in the Employee Form Definition window.

  5. Click on the OK button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.

  6. Click on the OK button in the confirmation pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

Related CLEARVIEW Pages

*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.