Unlocking Forms - UT Perform

Unlocking Forms - UT Perform

Occasionally an employee accidentally submits a form or needs to make changes to a previously submitted form. In the event that this occurs these forms can be unlocked and sent back for changes.

Only available for Supervisors or HR staff.

 Instructions

  1. From Perform, select the My Staff option (or HR Tools for HR admins) and select Staff.

    image-20250513-165746.png
    My Staff menu
  2. Select the Evaluation tab

    image-20250513-165843.png
    Staff Menu with Evaluation tab Highlighted
  3. Use the search bar to find the desired staff member who needs a form unlocked.

  4. Select the view button.

    image-20250513-170034.png
  5. On the submitted form that needs unlocked, select View.

    image-20250513-170157.png
  6. At the bottom of the form is an Unlock button. Selecting this will unlock the form for it to be modified and re-submitted.

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Unlock button at the bottom of submitted forms

 

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