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Generate Federal W-4 & I-9 and HR Review
This onboarding workflow collects employee information,
personal allowances, employment eligibility and an online
generating Federal W-4 and I-9 documents.
The documents contain data from the form including the
employee's signature. The employee fills in data and
signs once and the information is mapped to multiple PDF
documents reducing data entry.
The new employee can review the generated PDF documents
online and confirm that they are accurate before sending
them off to the HR department for review.
After everyone has approved, the workflow emails a PDF of the
documents to the employee.
Generate Federal & State W-4
This onboarding process collects information necessary for
generating the Federal W-4 and either the NY or CA state
W-4 documents depending on the state the employee lives in.
Only the relevant form (NY or CA) is displayed and only the
relevant W-4 is generated.
Form fields including a signature collected online are mapped
to the W-4s. The same fields can be mapped to multiple PDFs
thereby removing the need to re-enter data and sign multiple
The new hire is given the chance to review the
generated W-4s online and to confirm that there are no errors
before the documents are submitted.
Finally, an email is sent to the employee with the relevant
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