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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.
Info

  You can download this tutorial as a PDF.


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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On This Page:

Table of Contents
 

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Tip

Download and install this example EOB workflow which includes a fully-mapped W-4. 

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  1. Drag and Drop an Image control from the palette, and upload an image of the IRS logo or the top of the W-4 form to give your users a frame of reference when they are filling out this form.

  2. Drag a Message Control into the form. In the Message Property, type

    Code Block
    Please complete the information below. A Federal W-4 Form will be generated. You will have the opportunity to review the form before submitting.

    Change the Type to Bordered. On the Style tab, select Bold.

  3. Drag and drop a Section control to your form and name it Filing Status

  4. Drag a radio control into that section. Name it Federal Filing Status. Enter these options:

    Code Block
    Single_or_Married_filing_seperately=Single or Married filing seperately
Married_filing_jointly=Married filing jointly (or qualifying widow(er))
Head_of_Household=Head of Household (Check only if you're unmarried and pay more than half the costs of keeping up a home for yourself and a qualifying individual.)

    Check the Required property.

  5. Drag in another section and name it Step 2: Multiple Jobs.

  6. Drag a checkbox control into the Step 2: Multiple Jobs section. Name it Multiple Jobs or Spouse works, and add just a single option:

    Code Block
    Only_2_Jobs=If there are only two jobs total, you may check this box. Do the same on From W-4 for the other job. This option is accurate for jobs with similar pay; otherwise, more tax than necessary may be withheld.

  7. Drag in another section and name it Step 3: Claim Dependents.

  8. Drag two quantity controls inside that section, named "Number of Qualifying Children Under Age 17" and "Number of Other Dependents".
  9. Drag three number controls inside that same section. Uncheck the Required and Enabled properties (we will set them using rules later, and this is what we'll map to the W-4.) Label them "Dependent Child Calculation", "Other Dependent Calculation", and "Claim Dependents Total" (name Step3TOTAL used in rule below).

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  1. Log in as the designer. Click on the Spaces tab.
  2. 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.
  3. 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. 
  4. Verify that the left panel is hidden. If not, click the  icon to hide it.
  5. Select regular for the form width from the Min Width dropdown on the Property pane.
  6. If your tenant is in the cloud, click the Save and Exit icon and proceed to the Test the Employee On Boarding workflow section.
  7. If you are using an in-house installation,
    1. 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.
    2. 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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