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We would like the ability to create custom fillable forms to be kept in the document library that also require manager approval

We currently use time correction forms if an employee works through lunch, needs a late start, needs to make a correction to their time card punch (We do not use the timecard system as we already had one in place), requesting overtime authorization, employee status/rate changes, etc. All of these items require a managers approval before payroll can make any adjustments. If I could create these forms or "requests" in Keystyle it would be extremely helpful. Maybe there already is, but I'm not seeing it. Trying to get rid of all the paper forms that I can!

  • Mary Johnson
  • Dec 5 2018
  • Future consideration
Company Future Fence Company
Job Title / Role HR Manager
I need it... Yesterday...Come on already
  • Attach files
  • Beth Paget commented
    April 24, 2023 21:48

    The new ability to have fillable PDF's for onboarding or in Library Documents is nice, but when one of these forms is added to Library Docs it puts the red notification box saying that there is something that requires attention on the main screen of the employee page when they log in.

    We have forms that employees need to complete and send in to payroll to request approval for the use of WA or OR sick time. These fillable forms are in Library Docs for their use as needed, but the employee doesn't need to see the notification about them each time they log in.

    Would be awesome if that nofication flag could be turned off for certian fillable PDF documents and there was a "submit for approval" process to route completed forms.

  • Mary Johnson commented
    February 18, 2021 14:27

    I posted this back in Dec of 2018 and still nothing even close to it. This seems like it would be fairly simple to implement by making adjustments or adding options for creating new documents under the document dashboard. We would get so much more use out of the portal if we had this ability. I've seen people comment about adding fillable pdf's which would also be a huge improvement.

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