Review an Onboarding Package

After an employee has completed the forms within their Onboarding Package, an email alert will be automatically sent to the Admin(s) and Manager(s) of that Location. However, you can go to the Onboarding dashboard at any time to review and approve these forms in 7shifts. Here, you can also track which forms still need to be completed by employees.

1. In the left navigation bar, head to Team > Employees.
   
   

2. Then, click on the Onboarding tab, where you’ll be able to see the progress of any Onboarding packages.

    

3. While viewing this Dashboard, you can sort the list of employees by name, and see the progress for each employee’s package:
   
   

   
   
   

4. Click on Review to approve their documents.
   
   
5. You’ll be taken to a list of all the documents that the employee has in progress and their statuses:
   

   

   
   

   Status meanings

   Status	Description
   Incomplete	Employee has not submitted the form
   Needs manager review	Employee has submitted the form and it is ready for manager approval and/or requires the employer to complete a section
   Needs resubmission	The document requires correction. The Employee will need to log into their profile, update the details and resubmit it for management review.
   Completed	Form has been approved by a manager. If it is a tax form, the PDF has been made and saved to the employee under Profile > Documents

   • Company documents are not clickable.
   • You will only be able to click on tax forms when they have the "Needs Manager review” status.
   • I-9, W-4 and state forms will be read-only documents:
     
     

   

6. For some documents, you may need to simply scroll down and approve the information. 
   
   
   ⚠️ If you are required to fill out a portion of the form, be sure not to close or navigate away from the page or your progress may be lost.
   
   ⚠️ If you notice any errors that the employee needs to correct, see the steps here to request changes.
   
7. Click on Approve at the bottom of the page.
   
   
8. All approved documents can be found within the Documents tab of the employee’s profile, where you can open, view, and print the forms. To print the documents, right click on the page > select Print > Save as PDF.
   
   
9. To view a record of documents an employee has signed and acknowledged, go to the employee’s profile > Documents :
   
   

   

10. Congratulations, you have successfully onboarded your employee!