How to Send an Onboarding Package to Employees
You can send onboarding packages to new employees in 7shifts to collect necessary tax forms and company documents. These packages are customized based on your location settings and any specific documents you have added to your account requirements.
Things to know
Important: Managers and Assistant Managers must have the "Can add employees", "Can edit employees", "Can manage employee documents", "Can manage and pay for Employee Onboarding", and "Can view wages" permissions enabled.
And, can send onboarding packages to employees that share the same Location assignments.
- Admins have full access to send onboarding packages to themselves and other Admins.
- 7shifts Employee Onboarding is only available for locations within the United States, excluding Puerto Rico.
- Your company country must be set to "United States of America" within your 7shifts Company Settings.
- Your Location Settings must include a valid US address for tax forms to generate correctly.
- Employees with onboarding packages already in progress cannot be selected for a new package.
How to send an onboarding package
Note: By default, employees are taxed based on the employer's state. If an employee works in a different state, they must request to opt for reciprocity within their personal tax settings. Opting for reciprocity can also resolve cases where a different tax withholding form is needed, such as a W-4.
Add a new employee
- In the 7shifts web app, go to Team > Employees > +Add Employee.
- Enter the employee's name, email address, mobile number, hire date, location, department, and role.
- Select the checkbox for Send onboarding package before saving the profile. You can also select Invite Employee to 7shifts to send them an account access invitation.
- Click Add and onboard employee (only available on the web app).
- Select the Payroll Classification as either Employee or Contractor.
- Review the documents included in the package and click Send package:
From here, the employee will receive an email to sign into 7shifts and complete their forms.
7shifts Payroll settings
Accounts using 7shifts Payroll can send Onboarding Packages from within payroll settings.
- Log in to the web app as an Admin, go to Payroll > Settings.
- Click the Employees tab and hover over the status icon for the specific employee:
- Click Review details from the Employer's Checklist:
- Click Send onboarding package:
- Review the package contents and click Send package:
From here, the employee will receive an email to sign into 7shifts and complete their forms.
Onboarding page
If you forgot to send an onboarding package while adding a new employee, you can send them directly from the Onboarding page.
- In the 7shifts web app, head to Team > Onboarding.
- Click Send new package.
- Select the Location and the specific Employee.
- Employees with an onboarding package that is in progress cannot be selected.
- Select the Payroll Classification for the employee.
-
Review the documents and click Send package:
From here, the employee will receive an email to sign into 7shifts and complete their forms.
Next steps
After you send the package, the employee receives an email with instructions to sign into 7shifts and complete their required forms. You can track their progress directly on the Onboarding page.
Related articles
7shifts 101: Employee Onboarding
How to Enable Employee Onboarding
Customize Package: Payment Method Forms
Customize Package: Documents and Policies
Review an Onboarding Package
Request for Onboarding Package Edits
Close an Onboarding Package
Document Storage & Certifications
View Employee Banking Details
Onboarding Notifications