Your organization can use HR forms to update employee records and track common interactions between employees and your organization's HR department. Forms can be configured to be displayed in the People feature, where users like administrators can complete them on behalf of employees.
Note: Dayforce can also be configured for employees to submit HR forms for themselves in the Forms tab of the Profile feature or by clicking the Forms favorite link in the Home feature.
Access to forms in the People feature is configured in Workflow Administration > Role Privileges by assigning the form to the HR Profile Forms List parent feature and enabling the form for user roles. See the Self Service Guide.
Once forms are configured, they can be accessed in one of two areas in People, depending on whether they impact a current employee:
- Forms that don’t impact a current employee, like the New Hire or Rehire forms, are available in the People List screen by clicking Action in the toolstrip. These forms are only available when you aren't in a specific employee's profile. The list can also include folders that contain one or more forms depending on your organization’s configuration:
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- Conversely, forms that impact current employees, like the Direct Deposit and Job Assignment and Compensation Change forms, are available in People by loading an employee's profile and opening the Forms screen. The list of available forms can be divided into different sections depending on your organization's configuration:
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Note: Whether a form impacts existing employees is defined in the Properties tab of Workflow Administration > Form Builder by the option selected in the Mode drop-down list. If New is selected, the form doesn't impact existing employees and is available by clicking Action in the People List screen. If Edit is selected, the form impacts existing employees and is available by loading the employee's profile and opening the Forms screen.
When you select a form, it opens in a dialog box. The settings of the form are divided into one or more sections, and mandatory settings are marked with a red asterisk (*). Buttons like Save Draft and Submit are displayed at the bottom right of the form:
In most cases, you can print a form at any point in the process by clicking Print.
When you click Save Draft, the settings that you filled out are saved and displayed the next time that you open the form.
When you click Submit, the form enters a workflow process that can include one or more approval stages before the form is processed.
For more information, see the following: