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. 

Quick Look
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.

• The physical address under Location settings must be located within the US. This also ensures correct tax document distribution in onboarding forms..

• For 7shifts Payroll customers, Employee Onboarding is the only way to securely collect banking and tax data that syncs directly with Check Technologies.
• If you use an external payroll provider, you can still utilize 7shifts to go paperless and organize your new hire experience.
• 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'. 
• Onboarding can only be set up from the web app. Employees can complete onboarding documents through their mobile devices, but packages can only be created, edited, and sent from the web app. 
• Some 7shifts plan types include unlimited onboarding. If it isn't included in your plan, the cost is $2.99 per onboarding package sent. Refer to the plans listing page in your account to see what features are included in your plan. 

About Employee Onboarding

With Employee Onboarding, you can:

• Automate sending new 7shifts Payroll employees: 
  • I-9 and tax forms, including the W-4 and any required state income tax forms.
  • Payment method forms
• 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.

Next Steps

Ensure your Location addresses are accurate before sending packages so 7shifts can provide the correct state-specific tax forms.

Once your settings are confirmed, the next step is to enable the feature and begin customizing your onboarding packages with your specific company policies.

Related Articles

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
Team Onboarding FAQs