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Please refer to the Notification Templates section for details for how to modify Notification Templates.
| Create Content Revisions |
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| Create Content Revisions | ||||
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| Order | Required | Task | Responsible Role(s) | Brief Description |
| 8 | Yes | Use Content Revisions to add Content or modify delivered Content to be used in Notification Templates |
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Create Content Revisions for Company Logos |
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| Create Content Revisions | ||||
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| Order | Required | Task | Responsible Role(s) | Brief Description |
| 10 | Yes | Use Content Revisions to add Company logo image(s) | ||
Set up Organization Theme(s)
If you like, you can change the colors and sizes of the delivered default theme.
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At this point, you can use Content Revision(s) to add or change the objects/content that will be shown on various users' Home pages.
| Create Content Revisions |
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| Create Content Revisions | ||||
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| Order | Required | Task | Responsible Role(s) | Brief Description |
| 13 | Yes | Use Content Revisions to add Content or modify delivered Content to be used on the Homepages |
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At this point, you can use Content Revision(s) to add or change objects that will be shown in the onboarding process. Examples would be adding or changing Smart Forms, attachments, and text catalogs. Also, you may want to set up Verification Vendor(s) and Background Check Vendor(s) at this point.
| Create Content Revisions |
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| Create Content Revisions | ||||
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| Order | Required | Task | Responsible Role(s) | Brief Description |
| 18 | Yes | Use Content Revisions to add Content or modify delivered Content to be used in the onboarding process |
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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 | ||||
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| Order | Required | Task | Responsible Role(s) | Brief Description |
| 20 | USA (Yes - if implementing Federal and State Withholding tax activities in onboarding) | Configure FEIN and tax Account ID Number for all states | System Administrator |
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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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