1. What is Forms and Approval Builder.

The Forms and Approval Builder enables you to design online forms, specify the approval process they
require, and deploy them to users within your organization. Use this feature to convert manual procedures
within your organization to paperless processes that include workflow-based approvals and an audit trail
for tracking progress. No coding is required on your part, and future upgrades to your PeopleSoft system
will not require you to update these forms, since the forms you create are not customizations.
Once a form is published, users navigate to the form using the main menu, complete the fields and submit
it for approval. Each published form includes three tabs: Form, Instructions, and Attachments. An audit
trail of the approval history and comments is automatically generated as the form goes through the
approval process. Forms and Approval Builder does not leverage the Delegation Framework out of the
box. If the customer does decide to enable Delegation Framework, it wont be possible to isolate
individual forms.

2. How to design a form and publish a form.

Take HCM as an
example:

Login PS/PS
Add new user
list.
Create new User List
Supervisor by
UserID.

User profile/Role:
Add role Form
User/Form
Designer/Form
Administrator to PS
to perform the
following actions.

Page 1 of 9

Design a form

Request reference materials from library

Click next

Page 2 of 9

Enter the data in

instruction edit
area.

This form must be completed and submitted before requesting any

reference materials from library.
Once the managerial staff approve your request, a notification will be
sent to your work email automatically, please forward this email to
library administrator before you borrow any reference materials.
To adjust the format and content in the form template, please contact
the Form Administrator.

Employee ID

Employee Name
Department
Justification
Checkout Date
Return Date
Click on the Details
link for each field
and edit the content
as below.

Page 3 of 9

Page 4 of 9

Page 5 of 9

Page 6 of 9

Click on Ok, the form will be published.

Review the form

3. How to use the published form:

a. Add the Form User role to the user/requester who will use and submit the
form.

Page 7 of 9

b. Associate your end user/requester to a supervisor. In HCM, we need to add

supervisor in Workforce Administration>Job information>Job data.

c. Login system as user/requester and navigate to the published form.

Page 8 of 9

d. Enter all necessary fields and click on save, and then click on Submit.
e. The form will be sent to supervisors worklist and email for approval.
Before this step, you should enter the email address and enable the Eamil user in
user profile for both requester and supervisor.

f. The supervisors can approve or deny the form in their worklist.

<End of Document>

Page 9 of 9