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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.
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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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4. Draw a rectangular field next to the Employee's Signature label shown in the red box in the image. Repeat for the Date field. Save and download the form. This modified Acroform will be used as our W4 template. We will upload it to later in the tutorial.
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There is a two step process to configure PDF form generation.
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We will not map all the fields on the Acroform PDF for this tutorial. Drag and drop controls for these fields in the W-4 mapper. If you have been naming the controls as suggested in this tutorial, control names should be the same as the Live Form Control Name column shown in the table.
| Acroform PDF Field | Live Form Control | Live Form Control Name |
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| Hidden control for First Name and Middle Initial | FirstPlusInitial |
| Last Name | Last Name | LastName |
| Home Address (number and street or rural route) | Number and Street | Street |
| City or town, state and ZIP code | Hidden control for City or Town, State, ZIP code | FullAddress |
| Social Security Number | Social Security Number | Whatever you named it |
| Total Number of Allowances you are claiming | Total Number of Allowances you are claiming | Total_Alllowances |
| Employee's Signature | Employee's Signature | Whatever you named it |
| Date | Today's Date | TodaysDate |
| Employer's Name and Address | Hidden control for Employer's Name and Address | Whatever you named it |
| Employer's EIN | Hidden Control for Employee Identification Number | Whatever you named it |
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If the control names are truncated in the Mapping Form Outline, hover over the control to see the entire name. |
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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 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.
- 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 workflow 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 workflow section.
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26. Logon to from a desktop computer as user Sue. Click the Perform this Task icon from Sue's Task List to complete the workflow. Verify the correct completion message is displayed.
27. Logoff .