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now enables universal access to e-forms and workflows on tablets and smart phones in addition to desktop support on all standard browsers. iOS 6 devices, iPad and iPhone, running mobile safari are supported. This tutorial will incorporate several features into an Employee On Boarding workflow. For example;

  • Touch screen wet signature - the new employee can sign to verify the information using their finger or a pointer.
  • Take advantage of device specific capabilities - you will see the correct date picker and keyboards pop-up on your mobile device
  • Screen Flows - ability to further divide a screen flow into sections that better lend themselves to an iPad or iPhone using the PageBreak control
  • Ability to upload an existing image or a picture taken with the device camera to the e-form
  • Use the iPad's location services to fill in the address
  • Spaces that render in a device specific manner - support swipe gestures and customized icons
  • Enhanced Task List for mobile devices
  • Quick Approval feature - allows quick review of a task by the appropriate person with accept/reject buttons
  • Generate an additional Pixel Perfect PDF for the federal W - 4 form. It is important to note here that there is no limit on the number of PDFs that can be generated. For example, you can collect the information in your form once and then use it to fill in an unlimited amount of pdfs for the new employee i.e. -the federal W - 4 and the I - 9.
Info

  You can download this tutorial as a PDF.


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Please view the New Employee On Boarding video for an introduction to some of the exciting features we will be using in this tutorial.

We estimate about 2.5 to 3.0 hours for an experienced designer to complete this tutorial. It may take up to 4.0 hours if you are a new user. 

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  1. A Live Forms account on the frevvo SaaS Cloud server or a working in-house installation. 
  2. An iPad, iPhone and desktop computer. If you do not have mobile devices, you can perform the Employee On Boarding workflow from your desktop computer.
  3. You will need to download an Acroform for the W-4 form. You can find the latest version of the Acroform here. Right click and save the form to your desktop. Open the form. Notice the name field on the acroform is a combination of the new employee's first name and middle initial and there is no writable field in the PDF for the Employee's Signature or the date field next to the signature.
  4. A PDF viewer such as Adobe Reader - version 11 or higher or Mac Preview and a PDF editor such as PDFescape. 

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  1. Login as the  in-house superuser admin.
  2. Click the  icon icon to create a new tenant
  3. Fill in the Add Tenant screen. 
  4. Click the Submit button. Logoff as the superuser.
  5. Login to  as the administrative user for your tenant.
  6. If you do not already see the Manage Tenant page, click the Manage link at the top right of the page.
  7. On the page that is displayed, click the "Manage Roles" link.
  8. Click the  icon icon and in the form that is displayed, type in the desired role. Note that role names are case sensitive.
  9. Repeat for the second and third roles.

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