Employee Onboarding

Users will navigate to the Welcome Aboard screen. This page will list the Onboarding Manager and share a message from the manager. Click Get Started to begin.

This will open the About You section where their information can added or updated. Once completed, click Continue.

In the About You section, complete each section. Some sections may have auto-filled information based on the employee application.

Identification Information including:

• SSN or TIN

• Birthday

• Preferred Pronouns

Legal Name including 

• Legal First Name

• Legal Middle Name

• Legal Last Name

• Indication of a preferred name

Legal Name fields will not accept special characters or numbers. Hyphens and spaces are accepted.

Demographic Information updates including:

• Race

• Ethnicity 

• Gender

Contact Information including:

• Email

• Phone number

• Preferred Contact Method

Address Information including:

• Street Address

• Apartment, Suite info

• City

• State

• Zip Code

Emergency Contact Info(Optional) including:

• Contact First Name

• Contact Last Name

• Relation

• Email

• Phone Number

Users will then navigate to the Documents stage in the process where users will review, sign, complete, or upload any documents required of their employer. To continue, first agree to the use of E-Signature by reading the information and tapping I agree.

Here, users will have the opportunity to review and complete the required documents from the document list. To begin, tap a document entry from the list.

All required Tax Forms are found in the Tax Forms option on the document list. All others listed are documents required of the employee's organization.

Some documents only require users to review the document and sign. In this case, open the document, review its contents, and tap Sign Document. Then, select I agree, type a full signature, and tap Done.

Some documents, like the I-9 Employment Eligibility Form may ask users to upload documents. To upload, simply click Upload Document, and select where the file is from.

As documents are completed, they will appear with a green check icon and be marked as. The Continue button will remain disabled until all documents are completed. Once all documents are completed, tap Continue to move on to the next section.

Users will then be navigated to the final section, Get Paid where they can update their pay frequency, payment method, and bank information, as necessary. Once completed, tap Continue.

Pay Frequency and Payment Method options will be dependent on what employers have made available. Only users that select Direct Deposit will be required to include bank account information.

Once all three sections have been complete, the onboarding process is now complete! Users will be prompted with a final notification that they have finished onboarding.