Add a Tax Credit Check to an Onboarding Workflow

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Abstract

This section describes configuration steps for adding a Tax Credit Check to an Onboarding Workflow.

To add a Tax Credit Check to an Onboarding Workflow,

  1. In the Global Toolbar, display the Settings menu and then select Settings.

  2. Select the Job Settings tab to display job settings configuration options.

  3. Display the Show drop-down list and then select Job Workflow.

    Figure 34. Add a Tax Credit Check to an Onboarding flow
    Image302.jpg

  4. In the Add activity at level section, select Tax Credit Check to attach a tax credit to an onboarding workflow.

  5. Select the Save icon image118.jpg to save changes.