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The Employee On-Boarding Travel Authorization and Reimbursement template is a  workflow that's used by new employees to provide information required for on-boarding. It automatically generates U.S. Government W-4 and I-9 forms. First, the employee completes the needed information, views the generated PDF documents and confirms. The workflow is then routed to HR for review and completion. Employee Information > Allowances > Eligibility > Confirmation > HR Reviewrequest authorization for expenses prior to travel and then to reconcile actual expenses before submitting for payment. If actual expenses exceed estimated expenses, the workflow will obtain additional approval.

Employee > Trip > Estimated Expenses > Manager/Dept Head > Actual Expenses > Manager/Dept Head (conditional) > Finance.

The video at right (coming soon) guides you through installing and using this template or you can follow the steps below.

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Install and try out the Employee On-Boarding Travel Authorization & Reimbursement template in less than 10 minutes. Follow the Tutorial Video (coming shortly) by clicking on the image above.

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Expand
titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image ModifiedNew icon.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image Modified Edit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modified save and exit icon to save the changes to your space.
  7. Click the Image ModifiedShare icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

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