Resend an Onboarding Package

Updated October 16, 2024 14:52

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.

⚠️ 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'.

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.

7shifts 101: Employee Onboarding
How to Enable 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

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