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This form will be used by the new employee's manager to approve or reject the screen flow. In this scenario, the manager, Jerry, will use his iPhone to perform this task when it appears in his Task List. You can use the  Quick View feature to make that process easy . Quick View requires an Approval control. An approval control is a section control in your form with a text area control inside of it. You can set up a signed section if you want the manager to sign after approving or rejecting the task . Drag and drop a section control into the Approval form. Name it Manager Review. Add a text area control for manager comments. Click on the Security tab for the section. Assign the role of manager from the role list. Choose Text/Signature Image or Wet Signature type from the dropdown for the signature type. Refer to Electronic Signatures for more information. Quick view is setup in the flow designer but it will not work if the form does not have an approval control in it.  
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Be sure to click the save and exit icon to save the form.

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• Add a date control for the Performance Review Date and a dropdown control for the Pay Grade. Click

  • Use a message control for the instruction: "Confirm that the new employee has completed the following:". One way to bold the message text  is to use HTML tags in the message control. For example, the text should be encased in <b>text</b>,  as shown in the image. 

  • Drag a section from the palette and drop it on the canvas. Select the HR role on the section security tab. Add these controls to the section: 

    • Use the T/F control for the policy questions - Drag 6 of them from the palette into the section. Make sure they are below the Message control.  Check the New Line property on the Style tab to get the T/F controls to line up underneath each other.
    • Change the labels of the T/F Controls to: Read Harrassment Policy, Read Email Policy, Read Confidential Data Policy and Received the Employee Handbook. 
    • Add a Signature control or choose a Signature type from the dropdown on the Security tab of the section save and exit  icon to save the form.   
      

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Create the Employee On Boarding Flow

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