...

1. Click the Save and Test icon. The  test mode will launch.
2. Fill in the required fields and Sign.
3. Click Personal Allowances to proceed to the next step.
4. Complete the Personal Allowances form. This information is used to generate the Federal W-4 PDF. Notice that you don't have to sign again.
5. Click Eligibility Verification to proceed to the next step.
6. Complete the Employment EligibilityVerification form. This information is used to generate the Federal I-9 PDF.
7. Click Review and Confirm to proceed to the next step.
8. Click the View the completed W-4 and I-9 buttons to review the generated PDF documents. Verify that the data from the forms including signatures is rendered on the PDF documents in the appropriate places. 
9. If you are satisfied with the documents, check "Yes" to verify that the documents are valid and accurate.
   
10. Click Send to HR.
11. You will see the  "Thank you! Your request has been sent to your Department Head (}) for completion" message
    
12. Close the Test window.
13. Click the  cancel icon to exit the flow designer
14. Log out of .
15. Check your email and click the link in the notification email.
16. Login as the HR user sue@<your tenant>. Her task list will display.
17. Click the  Perform icon to complete the HR step of the workflow
18. Check the Employment Agreement, Non Compete and Non Disclosure checkboxes.
19. Click the Edit this section button to sign
20. Click the Finish On-boarding button. You will see the message "New Employee <employee name> has been successfully on-boarded!! A confirmation email with documents has been sent to <your email address>"
    
21. Check your email account to view the PDFs for the completed Employee On-boarding.

Create the HR role

Insert excerptCreate Users/RolesCreate Users/RolesnopaneltrueWorkflows route between multiple users and/or roles, which you must first create.

• Click here to download a CSV file.
• Open it in any text editor, make the following changes and save the file.
  
  • Replace YOUR_EMAIL with your email address. This is used for notifications.
  • All passwords default to 123. You may change any password.
• Login as the tenant admin user.
• Click the Manage Users Link.
• Click the Image Addedupload csv users icon, browse to the CSV file you just edited and click Validate.
• You may see several warning messages. If you see a Image Addedthumbs down icon in the left column and the message email is invalid in the Error/Warning column, please edit the file, correct the error and try again.

Image Added

• Click the Load button. You should see something like:  "Users Loaded successfully. 9 Added, 0 Updated, 0 Deleted, 17 Roles Added."
• Logout of the tenant admin user account.