Installment Forms (new 5/3/18)

Written by Reina Gallion

Last published at: May 8th, 2018

By default, the decision stage contains 1 installment form. However, you may add additional installment forms as needed by clicking the Add Installment Form button then either creating a new form or copying an existing one. If you are recording one time or installment awards you likely only need one installment form as you can use it at the time of approval to record multiple installments. You may need additional installment forms if you were, for example, awarding one-time awards and matching awards out of the same process.  

The default fields on the Installment form are:

  • Installment Due Date
  • Installment Amount
  • Installment Conditions
    • You may make edits to these fields as necessary, but you cannot delete Installment Due Date.
  • Additional fields can be added to the installment form, but not additional question groups.
    • A drop down list containing funds is commonly added on the installment form so you may indicate which fund the specific installment is coming from.