Restricting Custom Activity Creation for Onboard Activity Templates

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

Figure 28. For other activities