Create an application for someone else

The applications dashboard offers the ability to create applications and view the status of any existing applications in approval workflows.

Anyone with the correct permissions can make an application for themselves by creating and submitting an application form. Depending on your role you may also be able to create an application on behalf of someone else. If you are unable to create an application for someone else then you can only create applications for yourself.

If your role allows, and you choose to create a new application on behalf of someone else, then the creation screen will prompt you to choose that user and their job assignment.

Follow these steps to submit an application on behalf of someone else:

Navigate to Approval > Applications.
Click New application.
Select On behalf to create a new application for someone else.
Select the user for whom you wish to create an application. The system will perform a quick check to see if that user is allowed to create any applications.
If there is more than one application type available to that user, choose the type of application you want to create.
If the user has more than one job assignment eligible for that type of application, choose the job assignment. This is used to determine which manager is allowed to approve the application.
Complete the application form.
You can then click either:
- Save as draft: If you are not finished and would like to save the form to complete another time
- Submit: If you are finished and wish to submit the application now

Note that while the application is in draft (i.e. it has never been submitted), it is not visible to the applicant. Only the creator of a draft application can see it.

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