Configuring mutation forms (Business)

This article explains how the mutation forms can be set up. So that employees (with an employee log-in) can submit mutation forms.

Creating the Mutation form model at Master level

To use employees' mutation forms, a 'Mutation form model' must first be created on Master level. The model can be created under Settings -> Global settings -> Mutation form settings. The image below shows where to find these settings:


After that, you'll see a standard model with the name 'Mutation forms model (Default)'. In this model, everything is set up and the settings can be adjusted as you wish (see the next section for more information). It is also possible to create a completely new model. To do this, click 'New model' (see the image below):


Here, you only have to choose a name for the model. Then click 'Save'. Once this new model is created, under the 'Model maintenance' tab, you can adjust the assessment chain and add or remove mutation forms.

Mutation form model maintenance

When you choose 'Model maintenance', you can select the model you wish to adjust:


Employee mutation forms (Assessment chain)
In the top section of the model, you can set up the assessment chain for the employee mutation forms. Each mutation attempt that is submitted by an employee will appear in the assessment chain. The image below shows an example of an assessment chain for the employee mutation form, which is divided into four different steps:


This example shows the following:

Step 1: Employee requests a change using a mutation form.

Step 2: The manager receives the form. In this case, it is the department manager. If the employee has no department manager, the form will be received by the employee's manager. If the employee does not have a direct manager, the form goes to the 'Unassigned requests' inbox.

Step 3 - When the manager has approved the form, it is assigned to a specific user (with a company log-in), who can give final approval so the changes can be implemented in the system. The specific user can be set up at the company level. If no specific user is set up at the company level, the form goes to the company login that is active at the company.

It is possible to remove users from this chain. To do this, click on the relevant block and remove the tick. Of course, a user (manager or client) must always be active in order to be able to approve the employee's mutation form. After that, this step in the assessment chain is skipped. The image below shows which tick must be removed:


It is also possible to change the users in the chain. For example, you may want to have the employee's manager at the top, followed by the department manager (as shown in the image below). To do this, click on the user you want to move and drag them up or down:

Employee mutation forms (forms)
Besides the assessment chain, you can also select the forms here. To do this, choose 'Select new employee form':


After that, you can add or remove forms from the model by ticking or unticking them:



Adding an Assessment chain to employee Mutation forms
In the models for the employee forms, we offer the option of creating multiple assessment chains. This enables you to let certain employee forms flow through a specific assessment chain.




1. Select the mutation form model you want to use.

2. Add a new assessment chain.

3. Adjust the chain as you wish by clicking on the block.

4. Select the employee forms you want to use with this assessment chain.


Please note!
It is not possible to choose the same employee forms for multiple assessment chains. If a specific form is assigned to a chain and then selected for another chain, the form will be moved from the chain where it was first included to the chain where it was most recently selected.

Please note!(2)
For the 'Contact' & 'Contract' mutation forms, the manager can be set up as the final approval. In short, if the assessment chain is set up properly (deactivate company approval), the manager can approve and implement these forms.


Configuring the Mutation form model at the Company level

You can select a mutation form model at the company level. By doing so, you are specifying that the settings in this model apply for this company. You can do this at the company level under Settings -> HR Settings -> Mutation form settings. Then choose 'Edit', where you can select the model you want to use. This is illustrated in the image below:


You can also set up specific users at the company level. To do this, click the relevant block and select the user from the drop down menu:


Configuring the wage model for the Declaration form

If you have indicated in the employee or company mutation forms that the 'Declaration Form' is available, you can select a salary model at the company level in which the salary codes are listed. The employees or employer can then choose from these in the declaration form. The image below shows how the standard declaration model is used.


If you want to create your own wage model for the mutation forms, read the article below about creating salary models:



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