Prefilled Forms

Administrators may attach forms to specific plans within each benefit. Each form at the plan level can also be assigned a workflow for the employee and possibly managers. The Prefilled Forms page provides the ability to attach a specified form to the step that should be available for download by the Assigned Resource when completing the Step. Prefilled Forms available on this page must be configured via the Prefilled Forms Module found in Settings > Prefilled Forms.

To reach Prefilled forms from the menu, expand employees, expand HR Data, then click Prefilled Forms.

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If you are viewing the employee profile, you can hover over HR Data, then click Prefilled Forms.

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When you arrive, you will see any prefilled forms already entered for an employee.

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How to Add Pre-Filled Forms

  • From the pre-filled forms drop-down menu, select the pre-filled form to add.

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  • Click Generate Forms.

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  • The selected form will populate the list.

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