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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
  • Screenflows - ability to further divide a screenflow 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.


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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titleClick here to see how to create this rule

The Visual Rule Builder consists of 3 wizards:

  • Condition wizard - describe the conditions under which a set of actions should be executed
  • Action wizard - declare the actions that should be taken when the condition is true
  • Else Action wizard - declare the actions that should be taken when the condition is false
  1. Click the to add the rule.
  2. Name it Combine First Name and Initial
  3. Select FirstPlusInitial in the first dropdown.
  4. Select to in the second dropdown
  5. Enter concat(FirstName + , " " + , MiddleInitial) in the third field. (values show in dropdown as you type the name of the controls)
  6. Click Finish
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  • Click the  icon to collapse the rule window
  • We will write the third rule to combine the address fields.

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  1. Log in as the designer. Click on the Spaces tab.
  2. Click Add to create a new space, type a Space ID and Space Name, and then click Create. You will be directed to the space designer.
  3. Since we set the state of the Employee On Boarding workflow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space. 
  4. Verify that the left panel is hidden. If not, click the  icon to hide it.
  5. Select regular for the form width from the Min Width dropdown on the Property pane.
  6. If your tenant is in the cloud, click the Save and Exit icon and proceed to the Test the Employee On Boarding workflow section.
  7. If you are using an in-house installation,
    1. Click the menu edit icon. Replace the <localhost:8082> in the urls for the Task List and the Employee On Boarding workflow with your server name and port. If you are concerned about portability to another system, make the URL's relative by removing the protocol, server and port information.
    2. Click the Save and Exit icon to save the changes and proceed to the Test the Employee On Boarding workflow section.

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