Index
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W
X
Y Z
A
API
Assignee Completion Detail Report
run or download
Assignee Completion Report
download
overview
run
Assignee Promptness Detail Report
view or download
Assignee Promptness Report
download
view
Assignee Task List
overview
Assignees tab
overview
assignment categories
select for an employee
Assignments tab
overview
Audit Report
download
view
B
browsers
supported
C
categories
add child category value
Add child category values
Manage categories
edit category value
Edit a category value
Manage categories
import and export
restore points
retire exsting value
Manage categories
Retire a category value
unretire category value
Manage categories
Unretire a category value
claim
pending employee
task on the Task List
clone
task
complete
shared tasks
task
Complete I-9s
download
view
configure
data segmentation
COVID-19
I-9 search changes
I-9 tab changes
customize
task on event for specific employee
D
dashboard
manage shared dashboards (admin)
overview
shared
data segmentation
configure
Data Segmentation Preparation page
functionality changes due to
identify data segments for employees and events
overview
restrict views based on data segments
work event attributes
delete
pending employee
task on the Task List
document review
set up a document review task
Employee instructions
Request a document to be reviewed
document upload
Documents tab
overview
download
Assignee Promptness Detail Report
Assignee Promptness Report
Audit Report
complete I-9s report
eForms Report
Employee Profile
Employee Report
employee's eForm
Event Report
Event Summary Report
E-Verify cases report
I-9 package
Download an employee's I-9 package (U.S. only)
I-9 tab (U.S. only)
I-9 Search results
incomplete I-9s report
purge queue
purge queue data
purged I-9s report
Task Promptness Detail Report
Task Promptness Report
XML Schema Definition (XSD)
download package
create a
include eForm from another event
E
edit
purge request
eForm
clone
create
delete
download an employee's
edit
include in download package from another event
overview
print an employee's
privileges
publish
signing
undo checkout
view an employee's
eForm Builder
adding, arranging, editing elements
checklist
element properties
elements
eForm elements
eForm elements (in-depth)
input masks
overview
validation
eForm Reports
download
view
eForms Administration page
overview
eForms tab
overview
electronic signature
eForm
elements
in-depth
input masks
overview
properties
validation
employee
add new
Add a new employee
Adding new employees
add to a team
assign key properties to
change login ID
change password
claim a pending
delete pending
edit details
find
Find an existing employee
Finding employees
pending
purge from system
reassign a pending
remove from a team
retire
review and approve pending
select assignment categories for
unretire
Employee card
overview
employee information
details
Employee Profile
download
edit
employee purge
download purge queue data
edit purge request
overview
remove employee from purge queue
resolve dependencies
search purge queue
Employee Report
download
view
Employee Task List
overview
Employees tab
overview
Event History Report
download
overview
run
Event Report
download
view
Event Summary Report
download
view
events
change after launch
launch for specific employee
launch from a task
monitor
monitor task count for
overview
terminate (cancel)
Events tab
overview
E-Verify
overview
steps
Complete Section 1 of Form I-9
Complete Section 2 of Form I-9
Review E-Verify response
Submit an employee's Form I-9 to E-Verify for verification
E-Verify Cases
download
print
view
expire
task
Configure a task to expire
Expire a task manually on an active event
export
category values
tasks
external authentication
F
find
employees
Find an existing employee
Finding employees
First Day Report
configure
delete
download
edit
overview
font
upload to use on eForm
use on eForm
Fonts tab
overview
Form I-9
assigning Section 2 task to email address
overview
G
GDPR
I
I-9 Dashboard
I-9 Form
overview
I-9 package
download
I-9 Search
Download I-9 search results
I-9 Search
Perform an I-9 search
I-9 tab
overview
identify
data segments for employees and events
import
category values
Incomplete I-9s
download
view
input masks
elements
K
key properties
assign to an employee
L
languages
supported
launch
event for specific employee
Customize tasks on an event
Launch an event
list (for eForms)
clone
create a new
export
import an XML
Lists tab overview
view usage on eForms
localization
customize portal task list text
localize system text
overview
view system text available for
log in
system
logo
create a custom
upload a custom
M
Manage Task Definitions page
overview
Method
mobile only tasks
create
monitor
tasks assigned to you and your teams
tasks assigned to your teams
tasks for a specific employee
your employee events
My Tasks tab
overview
N
notification template
edit
notifications
customize
Customize notification content (message body)
Customize notification recipients
Customize notification subject line
default (list of)
default models
delete
delivery
disable
edit
export all
overview
preview
Preview a notification
Preview all notifications
resend
specialization table (overview)
specialize
specialize (overview)
turn off email sending
O
onboarding
overview
Operational Dashboard
configure
edit
overview
view
Operational Dashboard Detail Report
download
P
password
change an employee
force a change
PDF
set to be readable by screen reader
portal
view available
print
employee eForm
privileges
list of
Profile tab
overview
proxy
purge
create a scheduled
employee
employee from system
Create a scheduled purge configuration
Select employees to add to purge queue
set employee to do not purge
Purged I-9s
download
view
Q
quick search
employee
R
reassign
pending employee
task on Task List
Recruiter Lobby
Configuration page
configure (set up)
overview
remove
Form I-9 tasks from employee event
reopen
completed task
Reopen a completed task
Tasks excluded from due date recalculation
expired task
reports
Assignee Completion Report
Assignee Promptness Report
Audit Report
Complete I-9s
eForm Reports
Employee Report
Event History Report
Event Report
Event Summary Report
E-Verify Cases
First Day Report
I-9 Dashboard
I-9 Search
Download I-9 search results
I-9 Search
Perform an I-9 search
Incomplete I-9s
Operational Dashboard
Purged I-9s
Re-Verification
Task Promptness Report
resend
notification
reset
user password
resolve
purge dependencies
restrict
views based on data segments
retire
category value
employee
task
team
Re-Verification
review/approve
pending employee
S
screen reader accessibility
PDFs
search
purge queue
settings
APIs
employee
I-9
logo
notification
reporting
tasks
user interface (UI)
share
your dashboard
shared dashboard
modify
overview
share
turn off
view
shared tasks
complete
turn off your
T
task definitions
create
overview
upload file to include in
Task list
claim a task on
delete a task on the
reassign task on
Task Promptness Detail Report
view or download
Task Promptness Report
download
view
task workflow
overview
task-initiated real time integration
configuring
overview
tasks
add dependent
add to active event
associate a form or document with
claim on Task List
clone
complete
complete shared tasks
customize for specific employee's event
delete from the Task List
edit
expiration
Configure a task to expire
Expire a task manually on an active event
Reopen an expired task
Task expiration
export
launch a SilkRoad Learning eCourse
launch event from
mobile only
monitor
monitor for a specific employee
monitor tasks assigned to your and your teams
open to see details
reassign task on Task List
remove Form I-9
reopen completed
Reopen a completed task
Tasks excluded from due date recalculation
retire
unassociate
upload file to include in
view another employee's
view tasks associated with event
team
add
add employee to
default
delete
manage
privileges
remove employee from
retire
unretire
Team Tasks tab
overview
technical support
transformations
manage XSLT
overview
turn off
your shared dashboard
U
unassociate
task
undo
eForm checkout
unretire
category value
employee
team
upload
custom image for logo
font
V
validation
elements
W
Web service
what's new
in this release
X
XML
employee XML edit
XML Schema Definition (XSD)
download
XSLT
transformation