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The last step in the Employee On Boarding flow is performed by Sue, who works in the HR department of the company. Sue receives the task from the manager, Jerry and proceeds to complete the final form, sign it and submit the data to the company database when it is completed. Create a form similar to the image below.
- Drag a section from the palette and drop it on the canvas. Select the HR role on the section security tab
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- Use a message control for the instruction: "Confirm that the new employee has completed the following:".
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- One way to bold
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- the message text is to use HTML tags in the message control. For example, the text should be encased in
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- <b>text</b>, as shown in the image.
- Use the T/F control for the policy questions - Drag 4 of them from the palette into the section. Make sure they are below the Message control.
- 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.
- Add a panel with a date control for the Performance Review Date and another panel with a dropdown control for the Pay Grade.
. The Signature contol can be added to the section, if desired. Select a signature choice from the dropdown.
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