Restricting Custom Activity Creation for Onboard Activity Templates
  • 28 Feb 2024
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Restricting Custom Activity Creation for Onboard Activity Templates

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Article Summary

Abstract

Users cannot create a custom activity from, or change an existing activity to, the following Onboard activity template types:

  • I-9 Section 1

  • I-9 Section 2

  • I-9 Section 3

  • E-Verify

  • Onboarding US W4

  • State Forms

Every onboard client will now have only one standard activity mapped to these template types.

Figure 27. Manage Activity Fields
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Figure 28. For other activities
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