Feature: Add an AVL Procedure form to My Forms in Knack HR Portal

[dianamartin]

Jennifer W. HR

As a TPW Employee I want the ability to sign off on the mandatory AVL Procedure so that I will be in compliance with our new HR policy.

This item was discussed and requested on Mon, 4/15/24. Jennifer asked that we add a new form to the HR Portal so that TPW employees can sign off on the procedure.

[dianamartin]

4/16/2024

Did some of the building the on 4/15/24

Table Buildout

• [x] Created object form_avl_procedure
• [x] Created page "New AVL Procedure" form
• [x] Created page "Automatic Vehicle Location (AVL) Procedure" (where policy is located)

Backend Updates

• [x] Added new selection on "Form Name" on form_management object
• [x] Added new field Category
• Benefits
• New Hire Onboarding
• Policy Acknowledgement
• Performance Management
• Evaluations
• [x] We backfilled the existing forms and categorized them
• [x] Added (count) field for "# of AVL Procedures"

Frontend Updates

• [x] On "HR Forms", added new record "Automatic Vehicle Location (AVL) Procedure"
• [x] Added field "Category" and grouped by that field
• [ ] On "My Forms" added a new menu page "Automatic Vehicle Location (AVL) Procedure"
• [ ] Created a new page "New AVL Procedure"

[dianamartin]

4/16/24

Made a comparison on the same page when we show it to the stakeholders

• [x] Added table on "My Forms" to see that it was submitted

[dianamartin]

4/17/24

Jennifer emailed us the updated language on the "AVL Procedure".

Hey there superstars! OPM is asking if we can give any sort of timeline for the policy acknowledgment in Knack at the Supervisor Meeting next week. Once I get the policy approved by the executive team, do you have an estimate on when we can have it ready in Knack for an acknowledgment?

I replied

Hi Jennifer, We just need you guys to review it. I have the issue with the mock up in there: https://github.com/cityofaustin/atd-data-tech/issues/16838

There are two ways to have the form:

• Version 1
• Version 2

Looks like this after it’s submitted.

I would still need to make an area where the HR staff can review submissions and make the button available under “My Forms” once you give the green light.

Let me know if you have questions.

She replied

Looks great! I like version two with the larger button to show the policy. Will I be able to pull a completion report that contains employee ID number? Also, we will need a way to “download” the acknowledgement for their personnel file.

I asked the executive team to send their comments on the policy by end of day Tuesday next week. After that, I only need Richard’s signature, then we will be ready to roll.

[dianamartin]

4/18/24

Update Features from feedback

• [x] Update AVL Procedure language page

• [x] Form "version two" with the larger button to show the policy.

• [x] HR Reporting: Completion report that contains employee ID number?

  HR Forms>View Form Details

  

• [x] Ability to “download” the acknowledgement for their personnel file.

  AVL Procedure Details

  Can generate a PDF for personnel file

[dianamartin]

@ChristinaTremel this is ready to review

[stephaniemoorer]

This looks to be complete. Can it be closed or does it need to be reviewed with HR team at sprint review?

[dianamartin]

6/26/24

We need to circle back with Jennifer, she wasn't ready for this to go live when it was done. I think we need to ask her in our upcoming meeting.