Step for further details.
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3.3.4 Review and Approve Page
Once the Orientation Step wizard has been completed, the Review and Approve – Orientation Step page appears providing the information that has been previously entered in the three step wizards – PostHire Verification, New Employee, and Orientation (example shown below) for the CA WTPA.
The displayed review pages can be configured based on your company’s request in the XpressHR™ Administration module.
256. Review all of the information that was previously entered in the data entry wizard panels. If you need to change any information on this page, click on the appropriate information link.
257. The corresponding data entry wizard panel will appear to make the desired changes (example shown below).
258. Perform the changes to the required information and then click the button.
259. The Review and Approve – Orientation Step page reappears.
Depending on how your XpressHR™ system has been configured, you may have to review more than one Review and Approve page to complete the review of information. Click the
button to review all pages.
This is the final review of the information used to populate each of the new hire forms. Please carefully review the data and make any required changes before you proceed to clicking of
the button.
260. When the review of all Review and Approve – Orientation Step pages have been completed, click the button (example shown below).
This completes the Orientation Step and the New Employee’s information advances to the next
onboarding activity in the Work Queue – the Signature Step.
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3.3.4.1 Signature Step
When Corporate Representative and New Employee are together during the Orientation Step, the Signature Step may be completed on site if the New Employees’ forms have not been signed after the New Employee Step. Once the Corporate Representative and New Employee have completed the data entry wizards, the data collected is populated onto all federal, state and corporate new hire forms. The signing procedure consists of the following steps:
New Employee Signature Login
New Employee’s Forms Signing
Corporate Representative Signature Login
Corporate Representative’s Forms Signing
Translator’s Signature Login (if selected on the New Employee Step)
Translator’s Form Signing (if selected on the New Employee Step)
Once the button is selected on the last Review and Approve – Orientation Step page, the Electronic Signature Step login page appears for the Corporate Representative to log in (example shown below).
Figure 3-66. Electronic Signature Step Page (Corporate Representative Login)
If you forgot your password, you will be required to create a new password in order to continue with signing of the required forms. Click the Forgot Password link to proceed with resetting your password. Refer to section 2.1.2 Resetting Your Password for further details.
261. To begin the Signature Step, the Corporate Representative must login to the XpressHR™ system by typing in his/her assigned password and then click the button.
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262. The Signature Step page appears displaying the Corporate Representative’s Forms tab to begin the electronic signature process for all required forms.
(a) If there is a need to correct any information on the currently displayed form, click the Correct Data tab. The Review and Approve – Signature Step page appears (example shown below).
(b) Perform any required changes, as applicable and then click the button on the last page. When a change is made to a wizard panel, the Corporate Representative will be required to log in to the Electronic Signature Step login page to continue the Signature Step activity. Once this has been completed, the Corporate Representative’s Forms tab reappears to continue with e-signing of the required forms.
263. Click the button to e-sign the currently displayed form.
264. A check mark appears next to the e-signed form (on the left side of the page) and the next form will automatically appear for electronic signature (example shown below).
Figure 3-67. Signature Step “Click to Sign” Page
(Next Form Appears for Corporate Representative E-Signature)
265. Repeat step 3 to e-sign each form in the Corporate Representative’s Forms tab.
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266. Once the Corporate Representative has completed e-signing all of the forms, a page appears indicating that all forms have been signed and documents are ready to be printed (example shown below).
Figure 3-68. Signature Step “Click to Sign” Page
(All Forms Completed for Corporate Representative E-Signature)
After all the forms are signed by the New Employee, Preparer/Translator (if necessary), and Corporate Representative, they are digitally sealed and encrypted to prevent alteration. The Corporate Representative can now print the forms.
267. Click the button to print the package of New Employee documents. The Print dialog box appears (example shown below).
Figure 3-69. Print Dialog Box
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268. Select the appropriate settings and then click the button to print the documents.
269. Click the button to submit all of the documents and save the data on the signed forms in the XpressHR™ database.
270. A page appears indicating that you have successfully signed all forms (example shown below).
Figure 3-70. All Forms Signed Congratulations Page
271. Click the Home menu link at the top of the page. The XpressHR™ Dashboard home page appears and updates the activity in the Work Queue.
The Orientation Step activity is now complete and the New Employee information proceeds to the e-Verify Process to perform employment verification. Refer to section 7 e-Verify Process for further details.
Each evening, the following steps automatically occur:
The data collected from each of the completed onboarding processes is uploaded to the
HRIS, Payroll, Time and Attendance and other back office systems.
The electronic PDF new hire packet is uploaded either into DocumentCenter™
or your
company’s document management system.
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