Customize Onboarding Packages: Payment Method Forms

Customizing employee payment method forms in 7shifts ensures that your new hires can easily provide their preferred payment information during the onboarding process. Whether your employees prefer direct deposit, paper checks, or another method, you can tailor the payment options and make running payroll easier.

This article will walk you through the steps of customizing payment method forms for your onboarding package.

1. Login as the Admin or Manager/Assistant Manager with permissions.
   
   
2. In the left navigation bar, select Team > Onboarding.
   
   
3. Go to the Onboarding package tab.
   
   
4. Click on the pencil icon next to Payment method:
   
   

   

5.  Choose the payment method(s) that are available for your Employees:
   
   

   

6.  Click Save.
   
   
7. Once redirected to the Onboarding page, enable Payment method using the  toggle.
   
   
8. The document has now been added to your Onboarding package!
   
   
9. To view a record of documents an employee has signed and acknowledged, go to the employee’s profile > Documents :
   
   
   • from the Onboarding tab: select an Employee to expand their Onboarding Package, and click on Payment method to view it
   • or, from within an Employee's profile: select Wages and payment to see a quick preview of the linked account
     
     

     

For new employees, you may find it helpful to send them this handy article that will walk them through completing the Payment Method form.