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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
8YesUse Content Revisions to add Content or modify delivered Content to be used in Notification Templates

System Administrator

Process Administrator

Content Administrator






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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
10YesUse Content Revisions to add Company logo image(s)

System Administrator

Process Administrator

Content Administrator







Set up Organization Theme(s) 

If you like, you can change the colors and sizes of the delivered default theme.

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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
13YesUse Content Revisions to add Content or modify delivered Content to be used on the Homepages

System Administrator

Process Administrator

Content Administrator

  • Images - make your Homepages or activities pop by adding any image you want
  • Attachments - present documents to the users on Homepages or during the onboarding process
  • Text Catalogs - modify or create rich text content to present on Homepages or in certain onboarding activities.





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Create Content Revisions
OrderRequiredTaskResponsible Role(s)Brief Description
18YesUse Content Revisions to add Content or modify delivered Content to be used in the onboarding process

System Administrator

Process Administrator

Content Administrator







Create Process Revision(s) to modify the delivered business process to reflect your organization's business process.

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For more information, please click here.

Configure Tax Data through Supplemental Attributes
OrderRequiredTaskResponsible Role(s)Brief Description
20USA (Yes - if implementing Federal and State Withholding tax activities in onboarding)Configure FEIN and tax Account ID Number for all statesSystem Administrator
  • Configure tax related form fields for each state in Company Supplemental Attribute Smart Form
  • When Smart Form fields appear in the Attribute Revision for Company Attributes, provide values for the selected Company attributes 


Set Up E-Verify

Smart E-Verify is a certified solution that seamlessly integrates with the Department of Homeland Security and the Social Security Administration to verify a New Hire's eligibility to work in the United States.  Use of this feature is optional.

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