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| The Employee On-Boarding template is a workflow that's used by new employees to provide information required for on-boarding. It automatically generates U.S. Government W-4 and I-9 forms. First, the employee completes the needed information, views the generated PDF documents and confirms. The workflow is then routed to HR for review and completion. Employee Information > Allowances > Eligibility > Confirmation > HR Review
The video at right guides you through installing and using this template or you can follow the steps below.
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Install and try out the Employee On-Boarding template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above. |
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title | Step 2. Upload the Employee On-Boarding Template |
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- Click this link to download the template and save it (EmployeeOn_Boarding_app.zip).
- Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
- Click the
Upload icon at the top of the Applications page. - Leave all checkboxes unchecked and upload the EmployeeOn_Boarding_app.zip file.
- Click the Edit button for the Employee On-Boarding application that was created and click the Flows button at left.
- Click the
Deploy icon for the Employee On-Boarding workflow.
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Use Template
Click each step below to expand it.
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