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Viewing the Required Next Action for Completing Forms

Once you have opened the record, you will go to the Forms page under the Assignments tab to determine the next action. The Agency Next Action column has changed from Pending New Hire Action to Answer Questionnaire Items indicating that the HR user needs to complete the forms by responding to the questionnaire items.

Some forms will not require you to complete questionnaire items. For these forms, the Agency Next Action column will display Review and Accept Form indicating the form is ready to be accepted and/or signed by HR, as shown in the W-4 example below.

Next, we will click on the Questionnaires tab to complete the forms.


viewing required next action by HR for forms