Skip To Main Content

Genesis Training Videos

Genesis How to Videos

Getting Started

Signature and PIN setup:
Employee Contract Signing:
Creating W-4 and Direct Deposit Auth. Forms 

Genesis Training Videos

Setting up Approval Chains for Purchase Requisitions

Creating Employee Form that will require employees to digitally sign or acknowledge

Creating Employee Form Uploading a PDF document

Employee Portal Setup and Employee Forms Folders

Steps for an employee to complete an Interactive Employee Form in the portal 

Interactive Employee Forms - Creating the Questions

Interactive Employee Forms - Creating or Importing a PFD Form

Interactive Employee Forms - Creating the Employee Form

Customizing a PDF Contract Template​

Creating Contracts

Copy a built in PDF Contract Template

Contract Signature and Template Setup

Setup and Publishing Employee Forms

Adding or Editing a PDF Form for use in Employee Forms

Electronic Distribution of Employee Forms to the Portal

Webinars 

PDF Forms for Evals

7/13/2020 10:00AM ( 120 minutes)

Conference Forms for Evaluations and Other Uses
7/9/2020 1:30PM ( 120 minutes).

Setting up Evaluators, Evaluator Roles
7/9/2020 9:30AM ( 120 minutes)

Overview of the SchoolFi Eval System with Evaluation Template and Workflow Setup
7/8/2020 9:30AM ( 120 minutes)
 

Creating Rubrics - Rubrics and their Many Options
7/8/2020 1:30PM ( 120 minutes)

Setting up Evaluators, Evaluator Roles
6/25/2020 9:30AM ( 120 minutes).

Creating Rubrics - Rubrics and their Many Options
6/24/2020 1:30PM ( 120 minutes).

Overview of the SchoolFi Eval System with Evaluation Template and Workflow Setup
6/24/2020 9:30AM ( 120 minutes).

Introduction to the SchoolFi ReportWriter - Basic
6/15/2020 9:30AM ( 120 minutes
)​

Evaluation Operations in the Portal - Process Management
6/11/2020 1:30PM ( 120 minutes).

Setting up Evaluators, Evaluator Roles
6/11/2020 9:30AM ( 120 minutes).

Overview of the SchoolFi Eval System with Evaluation Template and Workflow Setup
6/8/2020 9:30AM ( 120 minutes).

Creating Rubrics - Rubrics and their Many Options
6/8/2020 1:30PM ( 120 minu
tes).​

PDF Forms for Contracts
5/8/2020 9:30AM ( 90 minutes)