After hiring a new employee, in order to onboard them, you will need to configure a few things to ensure the process goes smoothly.

To begin, select Onboarding from the top menu, and from the left menu, select Manage Onboarding. On this page you will be able to:

• Create an offer letter
• Gather a package of materials which will be sent to new hires
• Configure various other requirements that you wish new hires to complete.

Offer Letters

The first thing you will want to do is to set up an offer letter template which will enable you to dynamically create offer letters to be sent to new hires.

In the Offer Letter section of the page, select Enable Offer Letter.  This will reveal a sample offer letter, and any offer letters you have created.

Each row provides the following actions:

• (view)
• (edit): Open the edit box for the letter.
• (copy): Copy and save the letter to a new name, and edit it as required.
• (delete)

You may work with an existing template or create a new one by selecting the Add New Template button.    Here you can:

• Give the template a name
• Include your company logo
• Create the offer letter, optionally using preset fields which will dynamically populate custom information for each candidate and position. 
• Set whether the letter needs to be approved before being sent
• Set permissions for who can edit the offer letter before it is sent
• Set rules for signing the offer letters.

• Read more about constructing offer letter templates.
• Watch a video.

Onboarding Package

In this section of the page, you can specify which documents or items you wish to include in the package sent to your new hires.  Here you can include:

• Standard Documents, such as I-9 and W-4 forms, employee, handbooks and more.
• Equal Employee Opportunity (EEO) Information: Collect EEO and Office of Federal Contract Compliance Programs (OFCCP) information on the employee.
• Additional Options: These include requests for the employee to provide driver's license information, direct deposit information and/or a voided check or deposit slip.
• Additional Documents: Upload, edit, and select additional documents to include in the boarding package.

• Read more about managing onboarding packages.
• Watch a video.

Onboard New Employee

Once you have your offer letters and onboarding packages set up, you can begin adding a new employee. 

From the left navigation menu, select Onboard New Employee.

On the first page, you can either select an existing onboarding package (which you created in the previous steps) or you can manually choose which documents you would like to send. 

Once this is done, select Continue. 

On the next page, enter the personal information for this new hire.   Note that all fields are required, including:

• First Name
• Last Name
• Email Address
• Employment Type
• Employee Title
• Start Date
• Pay Type

Select Continue.

Enter all information for payroll fields, and if required, any Point of Sale (POS) fields (you can skip this section if it is not relevant).

Select the Send Onboarding Docs button.

An Onboarding Docs Sent Successfully box opens confirming that the onboarding documents have been emailed to the new employe and to any staff members you have specified when managing the onboarding documents. 

If you wish to onboard another employee, select Add New Employee, or if you wish to view the current person, select View Employee.

• Read more about onboarding new employees.
• Watch a video.

Provide Onboarding Assistance

Sometimes, you might need to provide onboarding assistance to a newly-hired employee:

From the Onboarding page, select View Employees.

Select the Onboarding tab, and then from the listed employees, select Provide Onboarding Assistance for the person you want to assist.

You will then need to fill out the Confirmation of Consent. Here you and the employee can digitally sign the confirmation to engage in the onboarding assistance process. After this a page opens enabling you to walk the employee through the onboarding process.

• Read more about how to assist an employee with the onboarding process.

E-Verify

E-Verify is a web-based system that allows enrolled employers to confirm the eligibility of their employees to work in the United States.

If your system is not set up for E-Verify, you can select the E-Verify option on the Manage  Onboarding page. You will then be sent a Memorandum Of Undersigning (MOU) via email which will need to be signed and submitted.

If your system is set up for E-Verify, you can initiate an E-Verify case for an employee whose I-9 form has been completed.

From the Onboarding menu, select E-Verify.

Select Add New Case.

From the drop-down list, select the employee you want to E-Verify, and then select Submit.

• Learn more about how to E-Verify a new hire.