This article covers the legacy Onboarding page within R365 Payroll. If Work Eligibility is enabled, refer to the documentation for the new Onboarding page.
The Onboarding page contains the Form I-9 setting, as well as reference information for employee tax forms and signed documents.
Navigation
Navigation Menu
Select Admin from the left navigation rail.
Under Workforce, select Onboarding.
Search
Navigate to pages with the R365 global search bar:
Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.
Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.
Onboarding Form I-9
When the Form I-9 setting is enabled, the I-9 form is added to the payroll onboarding process.
