Dakota Onboarding

[aaronvux]

As Dakota, I need to be able to access the Navigator so I can operate my out-of-state business in the state of NJ.

Acceptance Criteria

ONBOARDING

• Update step 1 of Onboarding
  • Required Field Validation when clicking Continue button
  • 3 radio button options
  • Starting a New Jersey-based business
  • A foreign (out-of-state) business starting in New Jersey
  • A New Jersey business already up and running
• Selecting a foreign business displays Out-of-State Business Step 2
  • 5 checkbox options
  • Part of my business operations takes place in New Jersey -- Identifies user as Nexus
  • I have employees who work in New Jersey -- Identifies user as Remote Workers
  • I have done more than 200 separate transactions (products or services sold) to New Jersey -- Identifies user as Remote Seller
  • My gross revenue from sales delivered into NJ exceeds $100K -- Identifies user as Remote Seller
  • None of the above -- Deselect all other options if selected.

Dakota Persona Logic

• Option 1 supersedes the selections below it (Nexus)
  • Dynamically displays feedback snackbar for Nexus Business when selected.
• Option 2 supersedes the selections below it (Remote Worker)
  • Dynamically displays feedback snackbar for Remote Worker Business when selected.
  • Skip to last step of onboarding for this persona.
• Option 3 supersedes the selections below it (Remote Seller)
  • Dynamically displays feedback snackbar for Remote Seller Business when selected.
  • Skip to last step of onboarding for this persona.
• Option 4 supersedes the selections below it (Remote Seller)
  • Dynamically displays feedback snackbar for Remote Seller Business when selected.
  • Skip to last step of onboarding for this persona.
• Option 5 displays not eligible for Navigator page
  • Explore Business.NJ.gov -- button links to biz.nj
  • Sign Up for Our Newsletter -- button links to ?????
  • Chat with a New Jersey Representative -- Opens intercom

Legal Structure

• Display radio button of legal structures, no descriptions for all Dakota personas -- Required Field Validation when clicking Continue button

ROADMAP NEXUS

• For all Legal structures replace name search task with modified name search task
• For C-Corp/S-Corp? display new certificate of good standing tasks as step 2a
• For all Legal Structure display modified register for State taxes-foreign task
• Do not display EIN Task
• Do not display graduation card cc: @aaronvux

Nexus Name Search

• Display modified Name Search Task
  • Utilizes current Name Search API and functionality
• Formation Task will not appear until a name search is executed.
  • Successful name search displays legacy bulleted list Formation Task
  • Failed Name Search displays DBA Name Search field, adds Get a DBA, link to go back search again and Resolution Task & modified formation task-foreign.

DBA NAME SEARCH

• Display DBA Name Search Field
  • Utilizes current Name Search API and functionality
  • Failed search must search again
  • Available name displays success message

Get a DBA Resolution Task

• Display DBA Resolution Task as 3a

Form Your Business with NJ Task

• Enable new indented design within task screen @fiorella-io
• Clicking Form My Business button displays Before you begin Modal
  • Clicking Download Form button opens the PDF in a new tab.

Roadmap for Remote Workers & Sellers

• Display only one step cc: @aaronvux
• Modified Register for Tax and Employee Purposes-foreign (see design)
• Modified Get an Insurance Policy- (see design)

UNIQUE PROFILES Nexus - Failed Name Search

• Add Doing Business As Field input field
• Populate this field with value from successful DBA search

NEXUS DEPENDECIES

• Name search task: no dependency

• Formation task: doing business as, name search and resolution task (if resolution appears)

• NJ Reg: depends on formation

• Additional Acceptance Criteria

• Do Not Display Graduation functionality for all Dakota Users

• 508 Compliant

• Follows Design

• Works in Mobile

Design

Desktop - Step 1 https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=12922%3A282414

Desktop - Step 1 Snackbar https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=11861%3A230517

Desktop - Legal Structure https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=11756%3A225878

Desktop - C-Corp/S-Corp Roadmap https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=13030%3A266879

Desktop - Remote Seller/Workers Roadmap https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=13038%3A269599

Desktop - Nexus Name Search https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=11787%3A226052

Desktop - Name Search Failure https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=12848%3A256123

Desktop - Get DBA Resolution https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=13038%3A267534

Desktop - DBA Resolution - Form Business https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=12652%3A264320

Desktop - Download Form https://www.figma.com/file/IKcrTIyvaS593LuJbAVFR3/Navigator-Designs-(Sprint-33%2B)?node-id=13070%3A263173

• Mobile

Analytics

Approvals

• [ ] Content Review
• [ ] UX Review
• [ ] PO Approval

[aaronvux]

Nexus Business (has operations in NJ) Remote Workers (has workers in NJ) Remote Seller (sells goods / services in NJ) None of Above (not eligible for Navigator) Dakota MVP story breakdown: Onboarding Nexus Business onboarding Remote Workers onboarding Remote Seller onboarding None of Above off-boarding Roadmap Nexus Business Roadmap Remote Seller / Remote Worker Roadmap Detail Screens “Search for Business Name Availability” (Nexus Businesses)

[aaronvux]

This ticket has been broken down into 5 separate stories.

[github-actions[bot]]

This issue is stale because it has been open for 30 days with no activity.

[github-actions[bot]]

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