Onboarding
Onboarding is a guided packet a new hire fills in themselves, followed by an employer review that a manager or HR admin completes. It collects what every hire needs on file — contact details, work eligibility, tax withholding, direct deposit and signatures — without an admin keying it all in. Employment contracts go out for e-signature from the member's record, alongside it.
Where it lives
- My Work → Overview shows a Finish Your Onboarding card while an employee's packet is incomplete, listing what's still missing and linking straight into the wizard. It disappears once every step is done.
- A manager or admin opens a specific employee's onboarding from the Onboarding button on that employee's detail page.
- Admins and managers also see new hires still onboarding — and packets ready for review — on the To Do card of their Daily Hub.
The employee's steps
The packet is a seven-step wizard:
- Welcome
- Personal details — phone, address and an emergency contact.
- Employment authorization — the employee's own attestation of their right to work (in the U.S., the Form I-9 Section 1 categories), plus the state or region where they physically work.
- Tax withholding — the household election used to calculate withholding (filing status in the U.S.; dependents and children elsewhere).
- Direct deposit — bank name, account number and routing or bank code.
- Documents — any signature documents the company has assigned, opened and signed through secure links. If none are assigned, the step says so and there is nothing to sign.
- Review & submit
Each step can be saved and continued later. Submit for employer review hands the packet over; from then on the employee's information is locked and they see that it's with their manager. If the reviewer asks for changes, the employee sees the note, updates the packet and submits again.
Managers reviewing a packet see only whether the tax and bank steps are complete — never the values the employee entered.
The employer's review
Once an employee submits, the reviewer works through three steps:
- Employee packet — a read-only checklist of what the employee completed.
- Employer verification — a screen for the employee's work country (for example the Form I-9 employer review in the U.S., a right-to-work check in the U.K., or work-authorization verification in Korea), where you record the documents examined and the verification date.
- Finalize — confirm the official verification was done, then Complete onboarding, or Return for changes with a note telling the employee what to fix.
The screen is explicit that it tracks completion: it does not replace the official government form, the prescribed inspection process, or the evidence you're required to keep.
Sending an employment contract for signature
Employment contracts, NDAs and other agreements are sent from the member's own record:
- Open the member and go to Documents & Filings (or the E-Document tab while editing a saved member).
- Select Send for Signature and pick a Contract Template from your company's contract templates.
- Check the Signer line — the signing link goes to the member's company email, or their personal email if there isn't one.
- Select Send.
The member receives an email with a signing link that stays valid for 14 days. The contract appears in the member's Signed Agreements list, where its status (Sent, Viewed, Signed and so on) shows progress; select a row to open the full contract.
The member's name, the contract number, today's date and your company's name and contact details are filled in automatically. Anything else — hire date, position, pay — comes from the template, so review your contract templates under Contracts before sending.
Send for Signature is available to HR admins whose company uses Contracts and who have permission to view and edit contracts. The member needs a company or personal email on file.