Resend an Onboarding Package
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Resending a package in 7shifts requires updating the status of the existing package from In Progress to Complete.
Please be aware that there is an associated fee with resending a package and doing so will override any data previously submitted via the onboarding documents.
⚠️ 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:
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'.
⚠️ 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.
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'.
- Log in to the web app as an Admin or Manager/Assistant Manager with permissions.
- Navigate to Team > Employees > Onboarding.
- Under the In-progress tab click the More Options icon.
- Select Mark Complete:
- Click the Send new package button - the Employee's name will be available in the dropdown menu.
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Document Storage & Certifications
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