Employee Forms Library

The items in this Employee Forms Library are not completed "ready to go" Employee Forms.  Rather, they consist of the Conference Forms and PDF Forms that you need to assemble into a completed Employee Form for your district.  The Employee Forms Library was created as a place where districts can go to "borrow" forms that already exist instead of having to "recreate the wheel".  See the bottom of this screen for instructions on importing the forms into your system.

To import an Employee Form from the library into your system, do the following:

• Click on the name of the form.  This will bring you to a page where you will see examples of the form and where you can download the Conference Form and the PDF Form.  Scroll to the bottom of the page and locate the items to be downloaded:
  
  
  • Once you have downloaded the Conference Form and the PDF Form, upload them into your system: 
    • Go to the Evaluations→Setup→Conference Forms screen and upload the Conference Form you had downloaded.
      
      
  • Go to the Setup→PDF Forms screen and upload the PDF Form you had downloaded.
    
• Modify the PDF Form to reference the correct Conference Form Questions in the uploaded Conference Form.
• Now you can create the Employee Form that will tie together the Conference Form and the PDF Form: 
  • Go to the Setup→Employee Forms→List Forms screen and Add a new Employee Form.
  • Select the Conference Form as the "Conference Form" for the new Employee Form.
  • Select the uploaded/modified PDF Form as the PDF Form for the new Employee Form
  • Find defining the Employee Form as is appropriate for your district (e.g. Approval Chains, emails, etc.)
• Optionally publish the new Employee Form to staff members who require access to it.