Creating Document Submissions

Dave Hesketh

Mar 06, 2025

When you need to submit documents, follow these steps to ensure a smooth submission process. Submissions should be created under the appropriate category and include all required attachments.

Navigate to the Overview dashboard or My Submissions.
Click the New button to create a submission.
Select the relevant Employee Assignment.
Choose the appropriate Category (e.g., "Documents" or another category defined by your district).
If the Account field appears, select the relevant Account.
Attach the necessary documents for your submission.
Click the Save button to store the submission as a draft.
Review your submission details to ensure accuracy.
When everything looks correct, click the Submit for Approval button.
- If you realize you have made a mistake, you can click Recall Submission as long as it is not already approved or awaiting final approval.

Field Definitions

Field	Definition
Employee Assignment	The assignment related to this submission.
Category	The general category of submission you are creating
Submission Type	The type of submission you are creating relative to the selected Category. A default value may be set in the related PR.
Status	Indicates the status of the submission. Draft – The submission has not yet been submitted by the employee. Needs Revision – The submission was sent back to the employee and must be fixed and resubmitted. Waiting on Position Control # - The Personnel Requisition is missing a Position Control Number which must be entered by the Position Control team. Waiting on Assignment Approval – The Employee Assignment has not been entered by HR yet. Waiting on Approval – The submission is in the approval phase. Complete – The submission has been processed and is now complete.
Late Submission	If the submission is sent outside of the submission window, it is marked as late and may not be paid until the following pay period.
Documents	Documents associated with this submission.
Approvals	As the submission is approved, this list will show who approved the submission and when.
Notes	Contains information about approvals, rejections, and other important information.