Contents

What's new in this release Getting started Overview Access and log in Reset password Supported languages Supported browsers and languages Additional documentation Technical support Using the dashboard Dashboard overview Employees tab Monitor your employees' events View a task count for an employee's event Employee Task List View tasks associated with an event Add a task to an active event Assignees tab Assignee Task List Monitor tasks for a specific assignee My Tasks tab Monitor tasks assigned to you and your teams View another employee’s tasks Claim a task on the Task List Assign (reassign) a task on the Task List Delete a task on the Task List Task Summary Open a task to see details Complete a task Reopen a completed task Tasks excluded from due date recalculation Team Tasks tab Monitor tasks assigned to your teams Shared dashboard Share your dashboard View a shared dashboard Modify your shared dashboard Turn off your shared dashboard Complete shared tasks Employees Adding new employees Add a new employee Employee information Pending employees My Pending Employees tab Unassigned Pending Employees tab Assigned Pending Employees tab Review and approve a pending employee Delete a pending employee Claim a pending employee Reassign a pending employee Finding employees Find an existing employee Use quick search to find an employee Download an Employee Profile Employee card Employee information Profile tab Edit employee details Change an employee's login ID Change an employee's password Force a password change Edit an employee's profile Select assignment categories for an employee Assign a key property to an employee Set PDFs to be readable by screen readers Events tab I-9 tab (U.S. only) Download an employee's I-9 package (U.S. only) eForms tab View an employee's eForm Print an employee's eForm Download an employee's eForm Upload (add) additional documents for employee Documents tab View an employee's uploaded document Download an employee's uploaded document Assignments tab Retiring, unretiring employees Retire an employee Unretire an employee Employee purge Select employees to add to purge queue Create a scheduled purge configuration Resolve purge dependencies Search the purge queue Edit an employee's purge request Edit a scheduled purge configuration Remove employee from purge queue Download purge queue data Set a user to do not purge Imports (bulk import) Imports List page Start a bulk import Step 1: Create and download an import template Step 2: Complete the import template Step 3: Upload the file Step 4: Review (validate) records Step 5: Confirm and process Proxy Proxy as another user Events Events Launch an event Customize tasks on an event Terminate an event Change an event for a benefiter after launch Tasks and task workflow Task definitions Manage Task Definitions page (task workflow) Create a task definition Details Employee instructions Categories & Assignment Portal Tasks & Dates Notifications Triggers Add a dependent task Unassociate a task Edit a task Retire a task Export tasks Clone a task Task expiration Configure a task to expire Expire a task manually on an active event Reopen an expired task Removing an I-9 task from an employee event Associating a form with a task Include an eForm to fill out or review Request a document to be uploaded Request a document to be reviewed Create a download package Including eForms completed in other events in a download package Upload a file and include it in a task definition Create a task to launch a SilkRoad Learning eCourse Task-initiated real time integration Configuring task-initiated real time integration Launching an event from a task Assigning Form I-9 Section 2 task to an email address Reports Assignee Completion Report Run an Assignee Completion Report Download an Assignee Completion Report Run or download an Assignee Completion Detail Report Assignee Promptness Report Run an Assignee Promptness Report Download an Assignee Promptness Report Run or download an Assignee Promptness Detail Report Audit Report Run an Audit Report Download an Audit Report eForm Reports Run eForm Reports Download eForm Reports Employee Report Run an Employee Report Download an Employee Report Event History Report Run an Event History Report Download an Event History Report Event Report Run an Event Report Download an Event Report Event Summary Report Run an Event Summary Report Download an Event Summary Report First Day Report Configure a First Day Report Download a First Day Report Edit a First Day Report configuration Delete a First Day Report I-9 Dashboard Incomplete I-9s View incomplete I-9s Download a list of incomplete I-9s Complete I-9s View complete I-9s Download a list of completed I-9 Forms Purged I-9s View purged I-9s Download a list of purged I-9s E-Verify Cases View E-Verify cases Download a listing of E-Verify cases Print E-Verify case details Re-verification I-9 Search Perform an I-9 search Download I-9 search results Operational Dashboard Configure an Operational Dashboard Report View an Operational Dashboard Report Edit an Operational Dashboard Report configuration Download an Operational Dashboard Detail Report Task Promptness Report Run a Task Promptness Report Download a Task Promptness Report Run or download a Task Promptness Detail Report Administration (for client admins) Teams Team privileges Default teams Add a new team Add an employee to a team Remove an employee from a team Retire a team Unretire a team Delete a team Portals View available event portals Manage shared dashboards Notifications Notifications overview Default notifications Notification delivery (Specialization table) Specializing notifications Specialize a notification Customize notification recipients Customize notification subject line Customize notification content (message body) Preview a notification Preview all notifications Export all notifications Edit a notification template Delete a specialized notification Edit a specialized notification Disable a notification Turn off a notification's send email capability Resend a notification Manage categories Add child category values Edit a category value Retire a category value Unretire a category value Restore points Import and export category values Employee XML edit Settings Employees UI Reporting Notification I-9 (U.S. only) Tasks APIs Logos Upload a custom logo Create a custom logo for header, eForm default, or Login page eForms eForm privileges eForms Administration page eForms tab eForms Library tab Lists tab Create (add) a new list Clone a list Export a list View what eForms a list is used on Import an XML list Fonts tab Upload a font Checklist: Building an eForm eForm Builder Adding, arranging, and editing elements eForm elements eForm elements (in-depth) Element properties Validation Input masks on Text Input elements Create an eForm Publish an eForm Edit an eForm Undo eForm checkout Clone an eForm Delete an eForm Use an uploaded font on an eForm Download XML Schema Definition (XSD) Signing an eForm Forced reauthentication when signing eForm Electronic signature fields Key properties Administration (for SilkRoad admins) Localization View system text eligible for localization Localize system text Customize portal task list text Manage transformations Define (add) a transformation Upload an XSLT file Data segmentation Data segmentation overview Data Segmentation Preparation page Identifying data segment for employees and events Restricting views based on data segments Functionality changes due to data segmentation Data segmentation and event attributes Configure data segmentation Recruiter Lobby Recruiter Lobby Configuration page Configure (set up) a Recruiter Lobby Recruiter view I-9 Forms & E-Verify (U.S. only) Form I-9 Completing Form I-9 Complete Section 1 of Form I-9 Complete Section 2 of Form I-9 Reopen a Form I-9 E-Verify Submit an employee's Form I-9 to E-Verify for verification Review E-Verify response Photo matching Tentative Nonconfirmation (TNC) result Close an E-Verify case E-Verify submission fields Release notes (archived) Index