Electronic Forms

The Placentia-Yorba Linda Unified School District will transition to electronic forms for Conference & Travel, Mileage Reimbursement and Out-of-Pocket submission through Informed K12. Below are instructions for Conference & Travel, Mileage Reimbursement, and Out-of-Pocket using this new format.

Step #1: Access Your Form.

Choose the appropriate form:

Step #2: Enter Your Name and Email.

- Click “Go to form” to begin. You do not need an account to fill out the form.

Step #3: Fill out all required fields.

- Red Fields are Required.
- Yellow Fields are Optional.

Step #4: Click on the red CONTINUE button, select the next approver(s) based on your form type.

Conference & Travel Form:

You must check and select approvers for the following steps:

- School Site: Approvers for Steps 2, 3, 4, 5, and 6
- Department: Approvers for Steps 3, 4, 5, and 6
- Assistant Superintendent: Approvers for Steps 3, 5, and 6

School Site selection example below:

Mileage Reimbursement Form:

- Select Secretary as the approver.

Out-of-Pocket Form:

- Select Supervisor as the approver.

Please contact the Accounts Payable Department at 714-985-8429, if you have any questions.

Click here to view the full Informed K12 Guide for Staff.