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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.
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 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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You can setup any control on the form that will give the manager more information on the task to be performed by using Templatized Strings in the Task Info field on the form's property panel. In this scenario, The Manager and the HR employee will need to approve/reject the new employee on boarding so we will set up the same task information for all the steps. To do this:
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You can customize the message the new employee will see upon completion of the screen flow by typing it into the Pending Message field on the Messages tabs for the Manager Approval step.
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You can configure the email that is sent when the flow is put on someone's Task List. Jerry , the Manager, receives an email notifying him if there is a new task in the Task List. To set this up, click on the (Task) Assignment Section in the property panel. Make changes to the Task Notification Email section at the bottom of the Wizard as shown below. Notice the Templatized Strings in the message shown in the image below.
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Jerry, the manager, will receive an email informing him that there is a New Employee On Boarding task on his Task List. Notice the {task.list.url} is replaced by the link to Jerry's task list. When Jerry clicks this link, he will be directed to his task list. He will have to login if he is not signed on to access it.
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There are several ways to test the Employee On Boarding Flow. We will use a space which can be a valuable tool for testing mobile forms on the iPhone and iPad. Before creating your space, make sure the visibility of your Employee On boarding workflow is set to Anyone or Authenticated Users and that it is deployed to production.
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- Log in as the designer. Click on the Spaces tab.
- 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.
- Since we set the state of the Employee On Boarding flow to Production in a previous step, it will automatically be included, along with the Task List as menu items in the newly created space.
- Verify that the left panel is hidden. If not, click the icon to hide it.
- Select regular for the form width from the Min Width dropdown on the Property pane.
- If your tenant is in the cloud, click the Save and Exit icon and proceed to the Test the Employee On Boarding Flow section.
- If you are using an in-house installation,
- 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.
- Click the Save and Exit icon to save the changes and proceed to the Test the Employee On Boarding Flow section.
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