SC Strategic Solutions

Directions for Filling Out Online Forms Packet

Once you have clicked on the link provided in your invitation e-mail, you will be directed to a number of different forms that need to be completed as part of your online form packet.  On the left-hand side of your screen, you will see all of the forms displayed as a list:

You will need to fill out the very first form in the packet in order to gain access to the rest of the forms.  Until you fill out the first form, your list of forms will display similar to what is shown in the screen above.  Once you complete the first form, click the green “Submit Form” button at the bottom of your screen.

Clicking this button will submit the first form from your packet and grant you access to the rest of your forms:

From this point forward, you can go through the different forms in whatever order you wish.  You can click on the form name on the left-hand side of the screen in order to be taken to that particular form.  You can also use the green buttons at the bottom to go from one form to another.  If you click on the "Previous Form" button, the system will take you back one form.  If you click on the "Next Form" button, the system will take you forward one form.  Please keep in mind that clicking the "Previous Form" or "Next Form" buttons DO NOT save your form.  You will still need to come back to the form and click the "Save Form" button before the form will go to your employer.  Clicking the “Save Form” button should be done once you’ve completed the form and are ready to submit the form to your employer.  

As you go through the packet and complete your forms, the status of each form will change (as well as the color) to denote the current status of the form.  Here are the different status options you may see:

Not Started (Denoted in Red) – This means you have not filled out or saved any information to this form.  This form still needs to be completed.

In Progress (Denoted in blue) – This means you have started filling out some information on the form.  You have not clicked the “Save Form” button yet at the bottom of the page for this form.

Ready to Submit (denoted in light green) – This means you have filled out all necessary fields on this form and have clicked the “Save Form” button at the bottom of your screen.  When you go to submit all of your forms at the end of the process, all forms marked “Ready to Submit” will be sent together.

Complete – This means you have successfully filled out all necessary fields for a form and it has been submitted to your employer for review.

Once you have all of your forms marked as “Ready to Submit”, the last form of the packet will provide you with a button at the bottom right-hand corner of the screen that says “Submit All Forms”.  This button will submit all your digital paperwork to your employer. 

When you click this button, you will be asked if you want to submit all forms through a pop-up window.  Choose “Yes” and the forms will begin submitting.  

This step may take a few minutes to submit all your paperwork.  Please be very careful not to close your browser or turn off your computer during this time.

Once everything has submitted, you will see a dialogue letting you know that the forms have been successfully submitted.   

Once you click the "Close" button, you'll be directed back to the screen that shows all of your completed forms.

All forms should say “Complete” next to them.  If this is the case, congratulations!  You’ve filled out all necessary paperwork and submitted it to your employer!  

If you would like to print a copy (or save a PDF) of your completed forms, you can find a "Print" dialogue in the upper right-hand corner of the screen that looks like this:

You can choose whether to print the current form that is showing on your display or all of your completed forms.  

You can now log out of the system by clicking the “Log Out” button in the upper left hand corner of your screen.

If you are unable to complete all of your forms in one sitting, the system will auto-save your work as you fill out your documents.  If you leave this page, you can use the link provided in your invitation e-mail to get back to your forms and continue filling out all of your documents.