7shifts 101: Employee Onboarding

What is Employee Onboarding?

Welcome new team members while ensuring legal compliance and company policy adherence. Employee Onboarding is a paperless solution that simplifies the hiring process and sets the new hire experience at your restaurant.

Collect and store tax forms, payment information, and company policies securely. Employee Onboarding eliminates the clutter of paperwork and ensures you have everything in one place. 

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Web: Team > Onboarding.

Things to Know 

  • Employee Onboarding is only 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.
  • Managers and Assistant Managers will only be able to use this feature 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'. 

  • We use location information to send employees the correct tax documents and ensure your company details are accurately captured in onboarding forms.

About Employee Onboarding

With Employee Onboarding, you can:

  • Send new employees the I-9 and tax forms, including the W-4 and any required state income tax forms.
  • Send new employees a Payment method form.
  • Upload important documents and policies for employee acknowledgement.
  • Track and view employees’ form progress.
  • Review and approve employees’ submissions.
  • Requests edits or changes to the forms if a Manager/Assistant Manager notices a mistake.
  • Upload custom documents to send to employees for acknowledgement.

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