HR package with multiple state tax forms -- but employee only does one of them

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Question received by support:

I have an HR package of documents that includes several state tax income tax forms.  Based on where the employee lives or works, we'd like to make it so only the correct state tax form is presented to the employee.  I know we can skip documents, but not sure how to do this exactly.

[Open eSignForms]

First, you need to determine how you know which state you'd like to keep.

Having it on the hiring approval page is fine.  It can be a state drowndown, preferably with the initial value set to the employee's residence state as that's the most likely taxing state.  Once the HR Manager hires and completes that document, you should be able to run the custom logic Action to skip documents based on the state.

You basically need one Action for each state that removes all documents for the other states.  For example, if you have states WA (yes, we have no income tax but just pretend!) and CA, you'd create two actions like this:

1) Add Action: Change Tran/Party Status
  * IF CONDITION: COMPARISON CHECK -- test state field for "WA"
  * Step: StatusChangeType= SKIP DOCUMENT, Reason="Keep only WA", select all state tax forms besides Washington's

2) Add Action: Change Tran/Party Status
  * IF CONDITION: COMPARISON CHECK -- test state field for "CA"
  * Step: StatusChangeType= SKIP DOCUMENT, Reason="Keep only CA", select all state tax forms besides California's
 
Since the HRManager party only goes to the Offer Letter if the decision was to hire, it may be a good event to select to skip the documents:

Event: "Party retrieved document", Document: "Offer Letter", Party: "HRManager" -> then add your actions (one per state) to it.