Manage the tasks that must be completed to onboard associates to your organization.
|
|
- Sibyl Manning
- 8 years ago
- Views:
Transcription
1 Onboarding Manage the tasks that must be completed to onboard associates to your organization. Configure your onboarding tasks by: defining the tasks that people can see Everyone or Nobody creating your own onboarding tasks reordering the tasks to fit your needs You may configure onboarding tasks that the following roles must complete: a new Employee the HR Manager the Business Unit Admin Each task is associated with two people: 1. The person to whom the task is assigned for completion. 2. The person who is assigned to monitor the completion of the task. The list associated with each person includes their assigned tasks. To view who the task is assigned to monitor the completion of the task, click on the specific task. There are several default onboarding tasks that may be assigned to Everyone or Nobody. Default Onboarding Tasks Employee Tasks The following tasks must be assigned to Everyone. What to Expect Your Information Equal Employment Opportunity
2 The following tasks may be assigned to Everyone or Nobody. Emergency Contact Employment Eligibility (I-9) Federal Withholding (W-4) State Withholding Tax Credit Eligibility Payment Method Default Onboarding Tasks HR Manager and Business Unit Admin Tasks The following tasks must be assigned to Everyone. I-9 Employer Review and Verification Complete Colorado Affirmation of Legal Work Status Document Only appears for locations in Colorado The following tasks may be assigned to Everyone or Nobody. Setup Tax Withholding in Payroll System Schedule New Hire Orientation Schedule Training Deliver Uniform to New Employee Assign a Mentor Schedule End of First Day Follow Up Meeting Schedule End of First Week Follow Up Meeting Input Payment Method into Payroll Each of these tasks can be assigned to Everyone, Nobody, or you can use the Customize option to assign each task to specific jobs and states as necessary. Task Settings Each task has its own set of information. You can preview this information for each task. 1. Click directly on the task title in the list on the left side of the page. The information about that task s settings appears. 1. If the task allows you to modify the settings, then make your changes.
3 2. Click Save to save your changes. Create a Custom Task You may create your own custom task to appear on the job application. And, you may assign this section to All Jobs, Specific Jobs, or No Jobs. 1. Select Employee Tasks, HR Manager Tasks, or Business Unit Admin Tasks. 2. Click Add New to create a new task. 3. Type the Name of the task and a Description. 4. From the Attach drop-down list, select the type of item that you would like to attach to the onboarding task. a. None If you select None, then no item will be attached to the onboarding task. b. File If you select File then you must click Browse and select the file from your computer. This file will be attached to the onboarding task. If requiring an esignature, it is recommended that you use a PDF file type for the attachment. c. Link If you select Link then you must type the web address in the field provided. This link will be attached to the onboarding task. d. Question If you select Question then follow these steps to create a new question. This question will be attached to the onboarding task. Click Create Question.
4 Type the question in the field provided. Select the type of question: True or False: You may use True/False for any type of question that will have only two answers. Type the label you would like for each answer in the True/False Label fields. Multiple Choice: Type the multiple choice selections to appear in this onboarding task. To allow a person to select more than one answer, check the Allow Multiple Sections checkbox. To add another choice, click Add Another Choice. Free Response: Select the Response Type. This type of answer can take many forms, such as single line, multiple lines, , phone number, date, or number. Click Save and Close. 5. If you wish to require an e-signature, check the Requires Electronic Signature box. When an e-signature is required, the new employee will see the task on one page and then the e-signature page when they click Next. The e-signature page requires them to acknowledge their rights under the E-Sign Act. They can also click to view the E-Sign Act. Then they enter their first and last name as their e-signature. 6. Assign the task to either the Employee, Business Unit Admin, or Human Resources Manager by selecting the appropriate role from the Assigned To drop-down. 7. Assign the monitoring of the task to either the Business Unit Admin or Human Resources Manager by selecting the appropriate role from the Monitored By drop-down. 8. Create a Spanish version of each custom section, question, and answer by using the toggle. If a Spanish version is not entered, the task will include the English version of your customer questions and answers. 9. Click Save. 10. Find this new task in the list and assign it to Everyone or select Customize to specify the Jobs and States that need to complete the task by clicking the drop-down in the Who Can See column. Reorder Onboarding Tasks To reorder the onboarding tasks: 1. Click the task on the left side of the page. 1. Drag the task to its new location. The first two sections cannot be reordered. What to Expect
5 Your Information Templates From within PeopleMatter, you can send a rejection to applicants who are no longer being considered for hire. A Primary Admin may customize this . This feature is turned OFF by default. The Rejection Message is the only available template that can be modified currently. To edit this template: 1. Click the Rejection Message template. 2. Modify the Subject and Message as needed. 3. Use the Insert Buttons to personalize messages to each recipient.
6 4. Click Add Spanish Translation to translate this into Spanish. Applicants selecting Spanish as their language preference would see this The template is turned OFF by default. To activate the template, slide the Status Bar to ON. 6. Click Save to save the template.
emarketing Manual- Creating a New Email
emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a
More informationHireTouch Sending Applicant Correspondences (Emails)
HireTouch Sending Applicant Correspondences (Emails) This document provides instructions for generating emails to applicants to your job posting. There are four correspondence templates currently available
More informationNew Hire Onboarding. Delivered by
New Hire Onboarding Delivered by All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for
More informationNEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW)
NEW FEATURE OVERVIEW SPRINGCM S APPROVAL WORKFLOW TOOL (AKA ROUTING AND APPROVAL WORKFLOW) SpringCM is deploying a new series of enhancements to the Approval workflow. Approval Workflows is a core platform
More informationBusiness Online Banking ACH Reference Guide
Business Online Banking ACH Reference Guide Creating an ACH Batch Select ACH Payments on the left-hand side of the screen. On the Database List screen, locate the Database to be processed, and place a
More informationThis guide shows you how to configure each display option within the item editor.
Rank Order Item The Rank Order item is one of several Checkbox Survey question types (click here to view all Checkbox question types). The Rank Order item offers four different display options: Selectable
More informationMail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data
Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now
More informationAdobe Digital Signatures in Adobe Acrobat X Pro
Adobe Digital Signatures in Adobe Acrobat X Pro Setting up a digital signature with Adobe Acrobat X Pro: 1. Open the PDF file you wish to sign digitally. 2. Click on the Tools menu in the upper right corner.
More informationSection 2.5.05 Documents. Contents
Section 2.5.05 Documents Contents Documents... 2 Practice Documents Tab... 3 Unsigned Documents Tab... 7 Uninitialed Documents Tab... 9 Document Sessions Tab... 10 Print Days Documents Tab... 12 Save Templated
More informationRecruiter s Resource Guide
Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...
More informationInfinite Campus: Using the Teacher Messenger Functions. Step 1: Log in to Infinite Campus and select the Messenger folder from the menu on the left.
Infinite Campus: Using the Teacher Messenger Functions Log in to Infinite Campus and select the Messenger folder from the menu on the left. Choosing the Message Type Failing Grades: Allows you to send
More informationSharing files and folders by inviting people
The documents and folders you store in OneDrive for Business are private until you decide to share them. When you share documents and folders, you can decide whether to let people edit or just view them.
More informationIMPORTANT: You must complete this step before you can install and activate SafeSend.
Initial Setup Guide Welcome to SafeSend! This guide has been created to assist with your initial setup. Please follow the below steps to get started. If you are a Firm Administrator and are setting your
More informationBulk Email. What s Inside this Guide. Bulk Email and How To Get There 2. Bulk Email Setup 4. Bulk Email Details 7
Bulk Email What s Inside this Guide Bulk Email and How To Get There 2 Bulk Email Setup 4 Bulk Email Details 7 Bulk Email and How To Get There Bulk Email allows you to send a mass email to the records on
More informationModule 4 Hiring. Now your compliance specialist takes over. They will click More Actions > Move.
Now your compliance specialist takes over. They will click More Actions > Move. Note: The following few steps are performed by the Compliance Specialist and NOT THE MANAGER. The Taleo interface may look
More informationContents. Velocify Pulse
Contents Introduction to Velocify Drawloop Connector... 3 Who is Drawloop?... 3 How will the Velocify Drawloop Connector help my business?... 3 Are there any prerequisites for using the Velocify Drawloop
More informationClicktoFax Service Usage Manual
ClicktoFax Service Usage Manual 1. Log in to Fax Service 2. Configure your account 3. Send a fax 4. Receive a fax/search for Faxes/View Faxes 5. Logout 6. Additional Support 1. Log into fax service: a.
More informationCreate a requisition for a job
Create a requisition for a job This quick guide describes the key steps in creating a requisition for a new job posting and creating teams. Other resources for hiring administrators are available at http://www.uvic.ca/hr/services/home/hiring/index.php
More information6. If you want to enter specific formats, click the Format Tab to auto format the information that is entered into the field.
Adobe Acrobat Professional X Part 3 - Creating Fillable Forms Preparing the Form Create the form in Word, including underlines, images and any other text you would like showing on the form. Convert the
More informationMyFaxCentral User Administration Guide
faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2
More informationHow To Make Email Templates More Powerful In Ec.Org
EMAIL TEMPLATE RESTRUCTURING OVERVIEW This document describes the restructuring of stored email templates in release 6.0, version 2012-01. The primary reason this restructuring was implemented was so that
More informationDocuSign for SharePoint Online v2.4
Quick Start Guide DocuSign for SharePoint Online v2.4 Published October 12, 2015 Overview DocuSign for SharePoint Online allows users to sign or send documents out for signature from a SharePoint Online
More informationHOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE
HOW TO CREATE AN HTML5 JEOPARDY- STYLE GAME IN CAPTIVATE This document describes the steps required to create an HTML5 Jeopardy- style game using an Adobe Captivate 7 template. The document is split into
More informationProcedure Guide: Daily Use Cyber Recruiter 6.6 December 2007
Procedure Guide: Daily Use Cyber Recruiter 6.6 December 2007 Visibility Software Procedure Guide: Daily Use Page 1 of 17 Table of Contents PURPOSE...3 FLOW CHART...4 REQUISITION POSTING PROCEDURE (R)...5
More informationSelectSurvey.NET Basic Training Class 1
SelectSurvey.NET Basic Training Class 1 3 Hour Course Updated for v.4.143.001 6/2015 Page 1 of 57 SelectSurvey.NET Basic Training In this video course, students will learn all of the basic functionality
More informationDocument Manager 2.0. Corporate Administrator Guide
Document Manager 2.0 Corporate Administrator Guide Introduction to the Corporate Administrator Guide Document Manager 2.0 is the Web to Print ordering application for OfficeMax ImPress. Many features and
More informationOnboard new employees
WELCOME VIDEO EMPLOYEE HANDBOOK TRAINING Onboard new employees 1 A one stop shop for new hires SharePoint can help new employees hit the ground running on day one. Give new employees easy access to onboarding
More informationFORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION
FORM SIMPLICITY QUICK REFERENCE GUIDE PROFESSIONAL/ULTIMATE EDITION Library Getting a Form 1. Click on Start a Form. (Alternatively, you can click on Library in the menu bar at the top) 2. This will open
More informationSENDING EMAILS & MESSAGES TO GROUPS
SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...
More informationDocuSign Connect for Salesforce Guide
Information Guide 1 DocuSign Connect for Salesforce Guide 1 Copyright 2003-2013 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign
More informationOnboarding for Administrators
This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events Module
More informationStep-by-Step Guide Expense System Inquiry. What is Expense Processor? How do I complete a basic inquiry?
What is Expense Processor? The Expense Processor is an inquiry tool in the Expense System, and is accessed from the home page of the Expense System, by clicking on Expense, then Process Reports. It can
More informationRevised March 2015. Online Hiring Center Job Aid
Revised March 2015 Online Hiring Center Job Aid Section Title Page(s) I. Recruitment Life Cycle Overview................... 1,2 System Roles............................... 3 II. Create a Requisition (OHC)......................
More informationWord 2007: Mail Merge Learning Guide
Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform
More informationData Director Create a New Answer Sheet
Data Director Create a New Answer Sheet DataDirector allows you to create answer sheets for assessments. Your answer sheet may contain multiple question types. Once the Answer Sheet is created and saved,
More informationContract Signature by Contractor
HOW TO: ROLE: CONTRACTOR SIGNATORY Contract Signature by Contractor You will receive email from DSHS communicating there is a Contract/Renewal ready to be signed. 1. Login to egrants in your role as the
More informationOnboarding for Administrators
Welcome! This resource will walk you through the quick and easy steps for configuring your Paylocity Onboarding module and managing events. Login Launch Events Complete Tasks Create Records Configure Events
More informationUsing the Mass Email Utility
Using the Mass Email Utility All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for use
More informationGOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS
GOOGLE DOCS APPLICATION WORK WITH GOOGLE DOCUMENTS Last Edited: 2012-07-09 1 Navigate the document interface... 4 Create and Name a new document... 5 Create a new Google document... 5 Name Google documents...
More informationBank OnLine Commercial Administrator User s Guide
Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:
More informationRochester Institute of Technology. Finance and Administration. Drupal 7 Training Documentation
Rochester Institute of Technology Finance and Administration Drupal 7 Training Documentation Written by: Enterprise Web Applications Team CONTENTS Workflow... 4 Example of how the workflow works... 4 Login
More information3dCart Shopping Cart Software V3.X RMA Guide
INTRODUCTION 2 ENABLE RMA 2 SETUP RMA SETTINGS 3 INITIATE RMA 5 PROCESS RMA 8 FINALIZE RMA 11 DENY RMA 12 END YOU VE REACHED THE END OF THIS GUIDE. 12 CONTACTING 3DCART 12 Page 1 of 12 Introduction The
More informationDoing Payroll With QuickBooks. Lesson 12
Doing Payroll With QuickBooks Lesson 12 1 Lesson objectives 2 To gain an overview of payroll in QuickBooks To learn more about payroll setup To set up employee payroll information To set up payroll schedules
More informationBasics Series-4006 Email Basics Version 9.0
Basics Series-4006 Email Basics Version 9.0 Information in this document is subject to change without notice and does not represent a commitment on the part of Technical Difference, Inc. The software product
More informationThe first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.
Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge
More informationWhat is a Mail Merge?
NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you
More informationAdobe Acrobat: Creating Interactive Forms
Adobe Acrobat: Creating Interactive Forms This document provides information regarding creating interactive forms in Adobe Acrobat. Please note that creating forms requires the professional version (not
More informationSaskTel Hosted Exchange Administrator Guide
SaskTel Hosted Exchange Administrator Guide Customer Center Administration Portal At least the first of the following tasks (Accept the Terms of Service) needs to be completed before the company portal
More informationHow to Edit an Email. Here are some of the things you can do to customize your email:
How to Edit an Email Editing a new email created during the Create an Email wizard or editing an existing email in the Edit Email section of the Manage Emails tab is easy, using editing tools you re probably
More informationAs on other History Notes tabs, toolbar buttons are available to add and delete notes.
New Features 2015.1 Support for SQL Server This release adds support for SQL Server 2012 Service Pack 2 and SQL Server 2014; EXO Business 8.9 has been tested and verified to work on these database platforms.
More informationHDAccess Administrators User Manual. Help Desk Authority 9.0
HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks
More informationStreamline Paperwork with e-signatures
presented by a la mode Course Highlights Create an electronic document using SureDocs Lite Upload existing documents to your XSite Prepare a PDF document for e-signature E-sign a document on your XSite
More informationSuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15
SuccessFactors Onboarding Phase 1 Verification Team Reference Guide Last revised 12.8.15 Table of Contents Overview... 2 The Onboarding Dashboard... 2 Locating the Hire in the Onboarding System... 5 Completing
More informationDocuSign Quick Start Guide. Using Templates. Overview. Table of Contents
DocuSign Quick Start Guide Using Templates Overview This guide provides an overview of how to use a template when creating and sending an envelope. Templates help streamline the sending process when you
More informationEnd User Guide. Version 2.8.0
End User Guide Version 8.0 Table of Contents About this Guide... 5 Using this Manual... 5 Audience... 5 RedCarpet Overview... 6 What is RedCarpet?... 6 Who Uses RedCarpet?... 6 How Do I Get Started?...
More informationHow to configure your Acrobat Signature Appearance
How to configure your Acrobat Signature Appearance An Acrobat Signature Appearance for use within SpeediSign is created within Adobe Acrobat Professional. This signature appearance is then called within
More informationClick a topic in the Table of Contents to jump to a topic and use Ctrl + Home to return to this page.
Table of Contents Click a topic in the Table of Contents to jump to a topic and use Ctrl + Home to return to this page. RECRUITING WORKFLOW... 1 CREATE JOB OPENING... 2 TEMPORARY JOB OPENING... 2 POSITION
More informationFairfield University Using Xythos for File Sharing
Fairfield University Using Xythos for File Sharing Version 7.0 Table of Contents I: Manage your Department Folder...2 Your Department Folder... 2 II: Sharing Folders and Files Inside of Fairfield U...3
More informationFastFiler Toolbar. Learn More
Click FastFiler to edit Is Your Master E-mail title Filing style Companion FastFiler is your e-mail filing companion to Outlook. It boosts your productivity while supporting common email retention policies.
More informationOnce logged into ReviewSnap you will be on the landing page. Notice the Logout found on top right corner, below your name.
ReviewSnap Procedures for Managers at Dickinson College Six Month Review for an Administrative Exempt Employee ReviewSnap is a web based performance management system program found in the Gateway. Look
More informationGrant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014
Grant Management System Training Guide Module 9 Notification Center Home Dashboard Ver 6.1 Updated: 2.13.2014 Prepared by: Table of Contents Module 9: Notification Center on the Home Dashboard This module
More informationComplete I-9 Form (Electronic)
Workday Job Aid February 14, 2014 Complete I-9 Form (Electronic) Purpose of the Form I-9 is to establish US employment eligibility. The Form I-9 must be complete each time you hire any person to perform
More informationExecutive Dashboard. User Guide
Executive Dashboard User Guide 2 Contents Executive Dashboard Overview 3 Naming conventions 3 Getting started 4 Welcome to Socialbakers Executive Dashboard! 4 Comparison View 5 Setting up a comparison
More informationA Business Signer who has the Manage Users feature assigned to them can create other users on the User Management page in DFCU OnLine.
MANAGING USERS A Business Signer who has the Manage Users feature assigned to them can create other users on the User Management page in DFCU OnLine. To add a user and configure rights: 1. In the Menu,
More informationApplicant Tracking & Recruitment Overview
711 E. Carefree Hwy Ste 202 Phoenix, AZ 85085 Phone: 623-434-3436 Applicant Tracking & Recruitment Overview Applicant Tracking Allows you to create and track applicants within the system. By enabling the
More informationDues & Billing. Dues & Billing. I. Dues and Billing Overview. Welcome to Dues and Billing!
Dues & Billing I. Dues and Billing Overview Welcome to Dues and Billing! This feature allows you to create batches of invoices and specify members as recipients. The current functionality allows you to
More information1) Login to Vula at http://vula.uct.ac.za 2) Click on the tab for the site in which you want to run an evaluation
How to: Create evaluations Vula 10.x (Last updated: May 2015) Centre for Innovation in Learning and Teaching, UCT For more info see www.cilt.uct.ac.za/cilt/vula Introduction The Course Evaluation tool
More informationAdministrator s Guide ALMComplete Support Ticket Manager
Administrator s Guide ALMComplete Support Ticket Manager This guide provides an overview of ALMComplete s Support Manager with setup instructions. SoftwarePlanner Release 9.6.0 and higher April 2011 1
More informationSMART Human Resources Manager
SMART Human Resources Manager The SMART HR Manager is an affordable, easy-to-use software solution that provides HR and Safety Managers with quick and easy access to all of their human resource records
More informationStudent Employment Student Training
Student Employment Student Training Note: This is a template that can be utilized to create your own institutional specific Student Employment Student Training presentation. We strongly recommend that
More informationUF Health SharePoint 2010 Document Libraries
UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network
More informationOutlook 2011 Window. [Day], [Work Week], [Full [Home]. Schedule and plan: Click the [New
MS Outlook 2011 Quick Reference for Macintosh The Ribbon consists a series of tabs giving access to buttons, menus, and dialog boxes in various groups to facilitate locating the tools required for a particular
More informationPUBLIC. How to Use E-Mail in SAP Business One. Solutions from SAP. SAP Business One 2005 A SP01
PUBLIC How to Use E-Mail in SAP Business One Solutions from SAP SAP Business One 2005 A SP01 February 2007 Contents Purpose... 3 Sending an E-Mail... 4 Use... 4 Prerequisites... 4 Procedure... 4 Adding
More informationHow do I share a file with a friend or trusted associate?
Sharing Information How do I share a file with a friend or trusted associate? Sharing a file in InformationSAFE is easy. The share utility in InformationSAFE allows you to securely share your information
More informationStrategic Asset Tracking System User Guide
Strategic Asset Tracking System User Guide Contents 1 Overview 2 Web Application 2.1 Logging In 2.2 Navigation 2.3 Assets 2.3.1 Favorites 2.3.3 Purchasing 2.3.4 User Fields 2.3.5 History 2.3.6 Import Data
More information3dCart Shopping Cart Software V3.X Gift Registry Guide
INTRODUCTION 2 ENABLE THE GIFT REGISTRY 2 CREATE A GIFT REGISTRY MENU LINK 3 CREATE A GIFT REGISTRY 4 ADD PRODUCTS TO THE REGISTRY 7 SEND NOTIFICATION OF REGISTRY 9 SEARCH/ACCESS A REGISTRY 11 END YOU
More information3dCart Shopping Cart Software V3.X Affiliate Program Guide
INTRODUCTION 2 SETUP THE AFFILIATE MENU LINK 2 UPLOAD BANNERS 4 ENABLE THE AFFILIATE PROGRAM 6 REGISTRATION PROCESS 7 APPROVE AFFILIATES 11 MANAGE ORDERS 12 MANAGE COMMISSION PAYOUTS 13 END YOU VE REACHED
More informationVolume. Revolutionary. Online. Cool. Letters&Recall
Volume Revolutionary. Online. Cool. Letters&Recall H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906
More informationTable of Contents. I. Approver Setup Process... 3. II. Client Login and Password Functions... 4. III. Setup Email Notification and Alternates...
Table of Contents I. Approver Setup Process... 3 II. Client Login and Password Functions... 4 III. Setup Email Notification and Alternates... 6 IV. Email Notification for Approval... 9 V. Viewing/Approving
More informationOutlook Web Access. PRECEDED by v\
Outlook Web Access Logging in to OWA (Outlook Web Access) from Home 1. Login page http://mail.vernonct.org/exchange 2. To avoid these steps each time you login, you can add the login page to your favorites.
More informationVolume FIRST WALKTHROUGH. The 10-Minute Guide to Using Newsletter Services. First Walkthrough: the 10-Minute Guide
Volume 1 FIRST WALKTHROUGH The 10-Minute Guide to Using Newsletter Services First Walkthrough: the 10-Minute Guide Table of Contents Step - 1... 3 Sign-up for an account... 3 Step 2... 4 Authenticate your
More information2012 Teklynx Newco SAS, All rights reserved.
D A T A B A S E M A N A G E R DMAN-US- 01/01/12 The information in this manual is not binding and may be modified without prior notice. Supply of the software described in this manual is subject to a user
More informationMICROSOFT OUTLOOK 2010 WORK WITH CONTACTS
MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6
More informationForms & Surveys. Schoolwires Centricity2
Forms & Surveys Schoolwires Centricity2 Trademark tice Schoolwires, the Schoolwires logos, and the unique trade dress of Schoolwires are the trademarks, service marks, trade dress and logos of Schoolwires,
More informationDocuSign for Microsoft Dynamics CRM 2011 2.0.2
Quick Start Guide DocuSign for Microsoft Dynamics CRM 2011 2.0.2 Published April 2014 Overview This guide provides information on installing and sending documents for signature with DocuSign for Microsoft
More informationManaging Contacts in Outlook
Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word
More informationFavorite Book, Movie, and TV Show Survey
and TV Show Survey Objectives Each student will utilize the Google Docs form application to create a simple survey to gather information about his or her classmates favorite books, movies, and TV shows.
More informationUSER GUIDE. Unit 2: Synergy. Chapter 2: Using Schoolwires Synergy
USER GUIDE Unit 2: Synergy Chapter 2: Using Schoolwires Synergy Schoolwires Synergy & Assist Version 2.0 TABLE OF CONTENTS Introductions... 1 Audience... 1 Objectives... 1 Before You Begin... 1 Getting
More informationAsset and Facilities Condition Assessment Module
Condition Assessment, The Basics The Condition Assessment Manual has 2 sections. Pages 2 through 9 are for a Quick Start or a basic set up of a check list. The second section explains the different data
More informationAdvocacy Campaign and Email Setup Checklist
Advocacy Campaign and Email Setup Checklist One of the most important benefits for REALTOR Associations using the shared Convio platform is the ability to use standard templates and formatting options
More informationHOW TO CREATE A SCANNED DIGITAL SIGNATURE AND INSERT INTO A PDF DOCUMENT
HOW TO CREATE A SCANNED DIGITAL SIGNATURE AND INSERT INTO A PDF DOCUMENT Option I Attach your signature as a digital signature 1. Sign a piece of paper PHASE I CREATE THE SIGNATURE Sign a piece of paper
More informationWorks. Works Quick Reference Guide. Creating and Managing Reports
Works Quick Reference Guide Creating and Managing Reports Table of Contents Creating Reports...4 Modifying and/or Rerunning Report Templates... 12 Adding Report Output Types... 13 Changing Completed Report
More informationPerformance Management System Reference Guide Administrators
Performance Management System Reference Guide Administrators Administration 8 Manage Company Information... 8 Navigation... 8 Company Data... 8 Company Logo... 8 Password Settings... 8 Review Settings...
More informationhenry schein secure chart patient portal
henry schein secure chart patient portal s e t u p a n d u s e r g u i d e Contents Henry Schein Secure Chart Patient Portal Overview... 2 Setting Up the Henry Schein Secure Chart Patient Portal... 3 Activating
More informationAdobe 8 SAFE Signatures Configuration Procedure Draft
SIGNATURES AND AUTHENTICATION FOR EVERYONE Adobe 8 SAFE Signatures Configuration Procedure Draft 18 April 2007 Version 1.2 Page 1 of 10 Introduction and Purpose: This document contains step by step instructions
More informationSetting Preferences in QuickBooks
Setting Preferences in QuickBooks The following preferences should be set in Quickbooks: Setting QuickBooks to Display the Lowest Sub-Account Number The Default setting in QuickBooks for displaying Account
More informatione-builder Online User Assistance esignature Setup Guide
esignature Setup Guide 2013 e-builder, Inc. e-builder 8.3 Help by e-builder, Inc. 2013 e-builder, Inc. All rights reserved. No parts of this work may be reproduced in any form or by any means - graphic,
More informationMicrosoft Access to Microsoft Word Performing a Mail Merge from an Access Query
Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening
More informationDesktop Messenger 4.9 USER GUIDE 2011-03-29
Desktop Messenger 4.9 USER GUIDE 2011-03-29 TABLE OF CONTENTS 1. Introduction 4 2. Requirements 4 3. Install and register 4 4. Contacts 5 4.1. Add new contact 5 4.2. Add new group 5 4.3. Auto-complete
More informationIntroduction to On-boarding at kpi.com
Introduction to On-boarding at kpi.com On boarding is a process in which new employees acquire the necessary knowledge, skills, and behaviors to become effective organizational members and employees Employee
More information