Live Forms Latest - This documentation is for Live Forms 8.0 Not for you? Earlier documentation is available too.

Skip to end of metadata
Go to start of metadata

If you do not see the HR or the frevvo_HR role in the Role list, follow the steps to Create the HR role before testing. If you are ready to test, go directly to the Test the HR Role instructions.

Test the HR Role

  1. Click the Save and Test icon. The Live Forms 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 Live Forms.
  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

Workflows 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 upload csv users icon, browse to the CSV file you just edited and click Validate.
  • You may see several warning messages. If you see a thumbs 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.

  • 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.
  • No labels