Send an Onboarding Package

Just before you add a new employee profile to your 7shifts account, you can send them their onboarding package. This package will include the applicable tax forms for your region, based on the address in the location settings of your account.

This article covers the steps needed to send an onboarding package, containing tax forms and other important company documents.

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⚠️ Prerequisites
⚠️ Access to this feature may require an upgrade from your current plan.

⚠️ Employee Onboarding is available to customers in the US, except for Accounts located in Puerto Rico.

⚠️ Before using this feature, the account must:
  • Have the country set to ‘United States of America’ under Company Settings.
  • Have an address, under your Location Settings, that is within the US.
⚠️ Admins will have full access to this feature, however, Managers and Assistant Managers will only be able to use Employee Onboarding for the Locations they are assigned to in the account.

They will also require the following Manager Permissions: 'Can add employees', 'Can edit employees', 'Can manage employee documents', 'Can send and approve onboarding forms', and 'Can view wages'. 

Send an Onboarding Package

⚠️ Managers can send onboarding packages to employees in their assigned Locations.

⚠️ Admins can send themselves, as well as other Admins onboarding packages.

Send an Onboarding Package while adding a new employee

Just before you add a new user to your 7shifts account, you can send an employee their onboarding package. This package will include the applicable tax forms for your region, based on the address in the location settings of your account.

  1. First, head to Team > Employees > click on the + Add Employee button to create a new employee profile.

  2. Next, a window will pop up where you can provide the Employee's details. 
    Please ensure that you have entered the Employee's email correctly to avoid any setup delays.
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    Key information for Employee Profiles

    • First and Last Name
    • Email Address (all staff will require a valid email address to log into 7shifts)
    • Mobile Number (for SMS and Push notifications)
    • Hire Date
    • Their assigned Locations, Departments, and Roles
  3. Before completing the profile, choose from the following options:

    • Invite employees to 7shifts - This will send them and e-mail invite to access the account.
    • Send onboarding package - Please note that Location settings,the employee's email, and hire date must be complete before sending them their onboarding package. This is essential for sending them their appropriate tax forms.

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  4. Select Add employee and they'll immediately be added to the account.

    If Send onboarding package was selected, click Add and onboard employee. You can use the default documents or edit the package to customize the contents being sent:

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  5. The employees will also receive an email prompting them to sign in to their new 7shifts account and begin filling out their forms.


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  6. After your employee has completed one or more of the forms within their onboarding package, you will receive an email notification.

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

  1. Log in to the web app as an Admin.

  2. Navigate to Payroll > Settings.

  3. Select the Employees tab:



  4. Hover over an Employee's status icon:



  5. Click Review details from the Employee's Checklist:



  6. In the pop-up window, click Send onboarding package:



  7. Verify the package details, and click Send package:


Send an Onboarding Package from the Onboarding Page

If you forgot to send an onboarding package while adding a new employee, or have Employee Sync enabled, you can send an onboarding package directly from the Onboarding page.

  1. First, go to Team > Employees > Onboarding.

  2. Click the green Send new package button.

  3. Next, select the Location and Employee:



    ⚠️ Please Note

    • You can only select locations that have a U.S. address
    • Only employees who haven't been onboarded can be selected
  4. After you click on Send new package, your employee will receive an email prompting them to sign into their new 7shifts account and begin filling out their applicable forms.

  5. After your employee has completed one or more of the forms within their onboarding package, you will receive an email notification.

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