In TIM, Markups allow you to make static notes that every employee who receives a document will see.
In a paper world, if you needed to distribute a form with pre-selected information, you would take a clean copy of the form, mark or write in the necessary information, and then make copies of the marked up form for distribution to all employees.
What a waste of paper!
Types of Markups:
There are six types of Markups in TiM that you can mix and match to apply to your digital forms wherever necessary:
1. "X" stamp
The "X" stamp can be applied to startwork if you know there are selections on startwork that will apply to all employees on your project.
For example, on a WTPA notice, it must be indicated how often an employee will be paid. If you are paying your employees weekly, you can utilize the "X" stamp to select this option for all employees.
2. Stamp Text Box
The Stamp Text Box allows you to add text to your form that cannot be edited.
For example, on a WTPA notice, a designated pay day must be indicated. If pay day on your project is Friday, for example, you can utilize the Stamp Text Box to write "Friday" on all WTPA notices.
3. White Out Box
The White Out Box allows you to white out any area of your form that you do not want to be seen.
For example, let's say your Company uses a standard Deal Memo that includes information not applicable to a particular project:
Instead of editing that Deal Memo in Word, saving it as a PDF, then uploading it to TiM and adding all the fields, you can simply white out the unnecessary information so it does not appear on the Deal Memo for a particular project.
4. Text Entry Box
A Text Entry Box creates a field where the employee may fill in a short answer.
For example, on a direct deposit form, there is an option to deposit only a percentage or specified dollar amount of your paycheck directly into a bank account. You can utilize a Text Entry Box to allow someone to enter any text into an area.
5. Optional Checkbox
The Optional Checkbox can be applied if you want to allow the employee to select one option.
For example, on the W-4 there is a section where a person can check of their last name differs than that shown on their social security card. This box can remain unchecked if their last name is the same as it appears on their card.
A Multi-Checkbox allows you to prompt the employee to chooseone selection from multiple options. You may determine how many options there are from the toggle bar.
For example, on the DGA Deal Memo, one guaranteed period must be indicated from three options: One Day, 3 Days, or Week.
To add Multi-Checkboxes, select how many boxes you need (correlates to the number of options)
Then position each of the boxes for each selection. Shen you hover your cursor over one of the boxes, a red highlight appears around the other boxes in the group so you can tell which boxes are part of the same Mutli-Checkbox group.
How to apply Markups to your forms:
- Click on the Markup you want to apply.
- The Markup will appear on your form.
- Click and drag to position the Markup on your form.
If you have any further questions, email: firstname.lastname@example.org