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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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titleStep 2. Upload the Employee On-Boarding Template
  1. Click this link to download the template and save it (EmployeeOn_Boarding_app.zip).
  2. Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
  3. Click the  Upload icon at the top of the Applications page.
  4. Leave all checkboxes unchecked and upload the EmployeeOn_Boarding_app.zip file.
  5. Click the Edit button for the Employee On-Boarding application that was created and click the Flows button at left.
  6. Click the  Deploy icon for the Employee On-Boarding workflow.
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titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image Modified New icon.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image Modified Edit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modified save and exit icon to save the changes to your space.
  7. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

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