Employee Onboarding Steps

An employee has to complete these onboarding steps for their account to become active.

1. Complete Profile
   1. Enter your personal details and emergency contact
   2. Click Save & Continue
2. Payment Details
   1. Enter your banking information (you can choose to enter multiple payment details)
   2. Click Save & Continue
3. Complete W-4
   1. Click the "Sign Form" button
   2. Enter the required fields
   3. Click "Next"
   4. Enter the required fields and check the box, then click "Save"
   5. Click "View Document" to view and download your completed W-4 form
   6. Click "Next" and then "Save"
4. Complete I-9
5. 1. Enter your personal information
   2. Select "List A" or "List B & C"
   3. Click the Document Type dropdown so select your preferred option for identity and employment authorization
   4. Click "Choose a file" to select and upload your document (you can upload multiple files)
   5. Click "Save & Continue"
   6. Enter the required fields and check the box, then click "Save"
   7. Click "View Document" to view and download your completed I-9 form

5. Documents

a. Click "Complete Document" to complete and sign a document

b. Click the "Upload Document" button to upload a document to your account.

c. Then click "Continue".

You have successfully completed your onboarding and setting up your account