eForms Users

In order to understand how the eForms system works, you will need to know your role(s) and responsibilities as an eForms user. Roles and responsibilities are defined below.
Note to all users:

• All users are required to maintain a valid email address in their employee record.
  Follow these steps to change your email address
1. Logon to the Campus Information System (CIS)
2. Click on the Employee Tab
3. Select "Personal Bio/Demo Information" under My Human Resources/Payroll
4. Click on the button "Change email address"
• All users must logon to CIS BEFORE using the eForms system

Initiators are generally Payroll Reporters and are individuals who will initiate the eForms for their department(s). Initiators can also be a Delegated Approver.

Requirements/Expectations

• Must attend ePAF & eI-9 training before they can be granted access to eForms.
• May act on behalf of the Department/Org Head as a delegated approver.
• Must maintain a valid email address.
• Will receive all email notifications on the eForms they have initiated.
• Cannot turn off email notifications.

The person listed as the Department/Org Head MUST be the individual ultimately responsible for the department's business transactions including financial and personnel transactions. This should be a vice president, dean, director, chair, or the like, and will not necessarily be the person that administers the day-to-day financial/personnel transactions. If you believe the wrong person is identified on HR's department tree, contact your Service Team for support.

By default, the eForm approver is always the Department/Org Head. However, they may choose to delegate the day-to-day functions of eForms to other employees. To delegate your eForms functions, log into the Campus Information System (CIS). Navigate to the Manage Personal Workflow eForm which can be found in the eForms section of your CIS page.

Requirements/Expectations

• Is always the default eForms approver. May choose to delegate the day-to-day functions of eForms to other employees.
• Review eForms that are in process and complete.
• Must maintain a valid email address.
• Will receive email notifications on eForms initiated in their departments.

Delegated Approvers are individuals who have been authorized by the Department/Org Heads to approve personnel changes through eForms on their behalf.
There are two types of Delegated Approvers. Click on each type below for a detailed description.

1. Proxy
2. Alternate

Requirements/Expectations

• Approve eForms on behalf of their Department/Org Heads.
• Review eForms that are in process and complete.
• Must maintain a valid email address.
• Will receive email notifications on eForms initiated in their departments.
• Cannot turn off email notifications.

Learn more about Delegated Approvers.