Initiate Employee Onboarding

1. Employee Admin Tools > Employee Administration > Pending Employees
2. Click Initiate Onboarding

3. Fill out the fields from left to right
4. Click Save

Employee Completes Their Forms

1. The employee will receive a link to complete their onboarding paperwork
2. You will know the forms are incomplete when the Status shows “Waiting on Employee”
a. If employee says they filled everything out, but you are still seeing the Waiting on Employee status, the employee may need to log back in and click the Submit button

Finalize Onboarding

1. Status will show “Assigned to Me” when the employee has completed and submitted their forms 
2. Click the “…” icon and select Client New Hire Wizard. This will walk you through a series of pages to verify and complete the onboarding process