Sending Onboarding Packages

• Admins have full access and can send themselves, as well as other Admins onboarding packages.
• Managers & Assistant Managers can send onboarding packages to employees at their assigned location(s), if they have the following permissions enabled: 
  • 'Can add employees' 
  • 'Can edit employees'
  • 'Can manage employee documents'
  • 'Can manage and pay for Employee Onboarding'
  • 'Can view wages'

• 7shifts Employee Onboarding is only available in the US, excluding Puerto Rico.
• Your account's country must be set to "United States of America" in your Company Settings. 
  • Learn more about Company Settings here.
• Your Location Settings must have a US address. 
  • Learn more about Location Settings here. 

By default, employees are taxed based on the employer's state. If an employee works in a different state than where the business is located, they may opt for reciprocity to have taxes withheld based on their work state instead. Opting for reciprocity can also resolve cases where a different tax withholding form is needed, such as a W-4.

This step is optional must be requested by the employer. If needed, employees can update their withholdings in My Account > Taxes & Payment > Update tax withholding details > Opt for reciprocity.

1. From the 7shifts web app, head to Team > Employees > click +Add Employee.
2. Fill in the employee's details (First Name, Last Name, Email Address, Mobile Number, Hire Date, Location, Department, and Role). Double-check the email address!
3. Crucially: Before saving, check Send onboarding package.
   • You can also select Invite Employee to 7shifts to send them an account access invitation. 
     
4. Click Add and onboard employee. ⚠️ This option is only available on the web app.
5. In the pop-up, select the employee's Payroll Classification: Employee or Contractor. 
6. Review the documents in the package. You can edit the package content before sending. 
7. Click Send package to send the employee onboarding package! 
8. The employee will receive an email to sign into 7shifts and complete their forms.
   
   

Accounts using 7shifts Payroll can send Onboarding Packages from within payroll settings.

1. Log in to the web app as an Admin.
   • ⚠️ Note: Only Admin users can add employees via the 7shifts Payroll area. 
2. Go to Payroll > Settings > Employees tab.
3. Hover over an Employee's status icon.
   
   
4. Click Review details from the Employer's Checklist:
   
5. In the pop-up, click Send onboarding package:
   
    
6. Review the documents in the package. You can edit the package content before sending. 
7. Click Send package to send the employee onboarding package! 
8. The employee will receive an email to sign into 7shifts and complete their forms.
   
    

If you forgot to send an onboarding package while adding a new employee, you can send them directly from the Onboarding page.

1. From the 7shifts web app, go to Team > Employees > Onboarding.
2. Click Send new package.
3. Select the Location and Employee and their Payroll Classification if not already defined.
   • ⚠️ Note: Employees with onboarding packages in progress cannot be selected.
4. Review the documents in the package. You can edit the package content before sending. 
5. Click Send package to send the employee onboarding package! 
6. The employee will receive an email to sign into 7shifts and complete their forms.