How to Enable Employee Onboarding

Updated October 16, 2024 14:51

Before you and your management team can begin sending Onboarding Packages, the following setup steps must be completed by an Admin.

In this article, you'll enable Employee Onboarding and set your Location information.

⚠️ Prerequisites

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

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

⚠️ 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.

Setup Steps for Admins

1. Enable Employee Onboarding

Login as the Admin on the web app.
In the left navigation bar, select Settings > Add-ons .
Select Employee Onboarding from the add-on options.
Click on Enable Employee Onboarding.

2. Set Up Location information

⚠️ Make sure that you have completed the following before creating a custom onboarding package:

update your Location details under Locations/Departments/Roles. Updating this information will ensure your employees are receiving the correct tax documents and that the correct company details populate the W-4.
have your legal/registered business name and Employer Identification Number (EIN). These details will be used to complete the Employer section of the W-4 form.

Login as the Admin.
In the left navigation bar, select Settings > Locations/Departments/Roles.
Locations with missing location information will have a yellow indicator next to their name.
Click on the Location to edit.
Go to the Onboarding tab, and fill in your legal/registered business name and Employer Identification Number (EIN).
Next, fill in the business or organizational address. To use the same address as your restaurant location, check the Same as Location Street Address box:

Your location street address must match this format: Street #, Street Name, City, State, ZIP Code.

If your address is incomplete, you will see an error, prompting you to update your address in the General Tab.
To use a different address, uncheck the Same as Location Street Address box and type in your complete address.
Click Save and you can now begin customizing your onboarding package!

7shifts 101: Employee Onboarding
Customize Package: Payment Method Forms
Customize Package: Documents and Policies
Send an Onboarding Package
Review an Onboarding Package
Request for Onboarding Package Edits
Close an Onboarding Package
Document Storage & Certifications
View Employee Banking Details
Onboarding Notifications

Setup Steps for Admins

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