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Introduction
This guide provides detailed directions for filling out your online forms packet after clicking the link in your invitation email. Upon accessing the forms, you will find a list displayed on the left side of your screen. To begin, it's essential to complete the first form in the packet, which will unlock access to the remaining forms. After submitting the first form, you can navigate through the forms in any order you prefer. As you fill them out, each form's status will update to reflect your progress. This guide will walk you through the process of completing, saving, and submitting your forms, ensuring you understand how to successfully navigate the system and submit your paperwork to your employer.
A. Problem statement
Users often struggle with the online forms packet process, leading to confusion about how to access, fill out, and submit the required forms. This can result in incomplete submissions and frustration, as individuals may not understand the necessary steps to track their progress and ensure all forms are correctly submitted to their employer.
B. Solution
To address this issue, a comprehensive guide has been created to outline the step-by-step process for filling out the online forms packet. This guide includes clear instructions on accessing the forms, completing the first form to unlock subsequent ones, navigating between forms, and understanding the status indicators for each form. By following these directions, users can efficiently complete and submit their forms, ensuring a smooth onboarding experience.
Directions for Filling Out Online Forms Packet
Once you have clicked on the link provided in your invitation email, 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 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 similarly 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, or there are required fields that have not yet been completed.
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 reads 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 box letting you know that the forms have been successfully submitted.
Note: For each form group, you have the flexibility to decide whether you want all associated forms to be submitted simultaneously. To modify this setting, please reach out to support.
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 button 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.
If you are unable to complete all of your forms in one sitting, the system will autosave your work as you fill out your documents. If you leave this page, you can use the link provided in your invitation email to get back to your forms and continue filling out all of your documents.
C. Best Practices
To ensure a smooth experience when filling out your online forms packet, follow these best practices: First, complete the initial form as soon as you access the packet, as this will unlock the remaining forms. As you work through each form, regularly save your progress to avoid losing any information. Pay attention to the status indicators for each form—marking them as Ready to Submit when complete—and ensure all necessary fields are filled out before submission. Finally, take your time when clicking the Submit All Forms button to ensure that all paperwork is correctly submitted to your employer. If you need to leave the process, utilize the autosave feature and return using the link provided in your invitation email to continue where you left off.
D. Troubleshooting
If you encounter issues while filling out your online forms packet, here are some troubleshooting tips to help you: First, ensure that you have completed the initial form to unlock access to the other forms. If the status of any form remains Not Started or In Progress, double-check that you have filled in all required fields and clicked the Save Form button before moving on. If you experience difficulties accessing or submitting your forms, make sure your browser is updated and that you’re connected to the internet. Should you face any errors during the submission process, avoid closing your browser or turning off your computer until all forms are successfully submitted. If problems persist, refer back to the invitation email for access, or reach out to Support for assistance.
E. Related articles
Conclusion
In summary, successfully completing your online forms packet is a straightforward process when following the outlined steps. By starting with the initial form, you unlock access to the rest of the packet and can navigate through the forms at your own pace. Regularly saving your progress and monitoring the status of each form ensures that you stay on track. When you’re ready to submit, simply follow the prompts to finalize your paperwork. If you encounter any issues, remember to utilize the troubleshooting tips provided. With careful attention to these guidelines, you can efficiently complete and submit your forms, ensuring a smooth onboarding experience with your employer.