Sending Onboarding Packages

This article explains how to send onboarding packages to new employees in 7shifts. These packages include necessary tax forms (based on your location settings) and other important company documents you've added to your onboarding package. 

Learn more about customizing your onboarding packages here. 

Looking to send multiple onboarding packages at once? Follow our guide for Sending Bulk Employee Onboarding Packages here.


Who can use this feature?

  • 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 send and approve onboarding forms'
    • 'Can view wages'

Account Requirements


How to Send an Onboarding Package

There are three ways to send an onboarding package: while adding a new employee, from 7shifts Payroll, or from the Onboarding page. Choose the method below that applies to your situation. 

Send an Onboarding Package while Adding a New Employee
  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. 
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  4. Click Add and onboard employee. 
  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.

    Screenshot 2025-02-04 at 4.25.50 PM.png
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.
    • ⚠️ 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:
    Screenshot 2025-02-04 at 4.36.41 PM.png
  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.
    Screenshot 2025-02-04 at 4.25.50 PM.png
     
Send an Onboarding Package from the Onboarding Page

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.
Screenshot 2025-02-04 at 5.03.30 PM.png

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