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Your form should look like similar to the image at this point:
- Click the
save and exit icon to save the work we have done.
- On the Forms Home Page, Click the
- Add a hidden text control named FullAddress beneath the city, state and zip code fields that will be populated with the City or Town, State and Zip Code via a rule. Uncheck the Visible and Enabled properties. Click the Style tab on the Properties pane and make the field the width of the form. This hidden field will then be mapped for the W - 4 pdf.
- takes full advantage of the cameras built into mobile devices. You can give the new employee an opportunity to attach a profile picture by adding an Upload Control to your form below the FullAddress hidden field. Users will see a prompt on mobile devices giving the user a choice to upload an existing image or take a photo with the device camera.
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The Employee Information form should look like this at this point:
Employee Information form in the designer
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- lets you take advantage of the iPad's location services. The Geo-location feature works with rules. Below is an example of a rule that fills in the street, city, state and zip controls each time the location is updated. For now, add this rule to your form now and we will turn the feature on in the flow later in this tutorial. Click the
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- Create a simple form to collect this information. Name the form Allowances. Here is an example. We will map the data in these fields, along with some others, to the W - 4 pdf later in this tutorial.
Allowances Form in the designer
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Create an Education form similar to the image below. Use the table control to collect information about the new employee's Education. Name the table control Education History. Refer to the Add/Remove columns in a table topic for more information.
Education History form in the designer
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The purpose of the Confirmation form in the Employee On Boarding flow is to give the new employee the opportunity to review the information in the generated W-4 PDF and then sign to indicate the information has been reviewed and verified. Drag and Drop one Signature control from the palette to the form. Change the label of the Signature control to "Employee's Signature - by signing you agree to the content of the W-4 PDF Form". We will add the Form Viewer control to this form when we create the Employee On Boarding flow. This will display the section of the W - 4 Pixel Perfect PDF that we will map with the data later in this tutorial.
Create the Approval Form
This form will be used by the new employee's manager to approve or reject the screen flow. In this scenario, the manager, Jerry, will use his iPhone to perform this task when it appears in his Task List. You can use the Quick View feature to make that process easy . Quick View requires an Approval control. An approval control is a section control in your form with a text area control inside of it. You can set up a signed section if you want the manager to sign after approving or rejecting the task . Drag and drop a section control into the Approval form. Name it Manager Review. Add a text area control for manager comments. Click on the Security tab for the section. Assign the role of manager from the role list. Choose Text/Signature Image or Wet Signature type from the dropdown for the signature type. Refer to Electronic Signatures for more information. Quick view is setup in the flow designer but it will not work if the form does not have an approval control in it. 
Be sure to click the save and exit icon to save the form.
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Add a date control for the Performance Review Date and a dropdown control for the Pay Grade. Click
Use a message control for the instruction: "Confirm that the new employee has completed the following:". One way to bold the message text is to use HTML tags in the message control. For example, the text should be encased in <b>text</b>, as shown in the image.
Drag a section from the palette and drop it on the canvas. Select the HR role on the section security tab. Add these controls to the section:
- Use the T/F control for the policy questions - Drag 6 of them from the palette into the section. Make sure they are below the Message control. Check the New Line property on the Style tab to get the T/F controls to line up underneath each other.
- 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 section
Create the Employee On Boarding Flow
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Open the Employee On Boarding workflow in the flow designer. Click on the the view forms generated by the form/flow icon on the toolbar. Existing mapped pdfs for your form/flow will be listed.
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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 public or public in tenant and that it is deployed to production.
Follow the steps below to quickly create a space to test the Employee On Boarding Flow:
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