Employee Onboarding for Employees

Employee Onboarding is a paperless solution to help your employers collect, track, and store important employee documents. You can prepare for your first day, in the same app where you manage your schedule, by easily filling out the required documents your manager has sent you.

This article will cover the steps new Employees will need to take to complete their onboarding package and send it to their employer for approval. The steps you will need to follow will depend on if you are accepting your invite to 7shifts from a desktop or on your mobile device.

🇺🇸 This feature is only available to users in the US.


Completing documents from the mobile app

1. First, you will receive an email notification from your employer. This invite email will prompt you to sign in to your new 7shifts account and begin completing your onboarding package.

Tap on ‘Accept Invite’ to get started.

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2. Next, a window will pop up where you can set your password. Alternatively, you can choose to login using your Apple or Google account.

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3. Whether you’ve followed the prompts to set your password or used your Apple or Google account, you’ll be immediately taken to the dashboard page of your account.

Tap on the onboarding option.

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4. Next, you’ll see the tax documents within your onboarding package that need filling out. The documents listed will be based on the requirements of your state.

Tap on any document to get started.
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5. Fill out the form as required. Be sure not to close or reload the app otherwise, your progress may be lost.

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6. When you have completed the document, tap on ‘Submit’ at the bottom of the page.

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7. Before this form is sent to your employer, you will see another prompt to confirm. Tap on ‘Submit.’

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8. Next, tap on the 'X' in the top left of our screen to return to your onboarding list.

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9. Select any of your outstanding documents and repeat steps 5-8.

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10. You will see this screen once all of your documents have been submitted. Your employer will review each of these documents before they will be finalized.

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Congratulations, you’ve completed your onboarding package!

 


Completing documents from the web app

1. First, you will receive an email notification from your employer. This invite email will prompt you to sign in to your new 7shifts account and begin completing your onboarding package.

Click on ‘Accept Invite’ to get started.

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2. Next, a window will pop up where you can set your password. Alternatively, you can choose to login using your Apple or Google account.

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3. Whether you’ve followed the prompts to set your password or used your Apple or Google account, you’ll be immediately taken to the dashboard page of your account.

Click on the ‘Start onboarding’ button.

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4. Next, you’ll see the tax documents within your onboarding package that need filling out. The documents listed will be based on the requirements of your state.

Click on any document to get started.

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5. Fill out the form as required. Be sure not to close or navigate away from the page or your progress may be lost.

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6. When you have completed the document, click on ‘Submit’ at the bottom of the page.

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7. Before this form is sent to your employer, you will see another prompt to confirm. Click on ‘Submit.’

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8. Next, click on ‘Return to onboarding list’ to continue completing your other documents.

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9. Click on any of your outstanding documents and repeat steps 5-8.

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For company documents like handbooks and policies that don’t have forms to fill out, you will need to download the file your employer has shared, review it and check to checkbox to acknowledge that you have read the document and understand and agree to its terms. You will not be able to submit your acknowledgement without downloading the file.


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Please Note

Downloading behavior will vary across devices, operating systems and browsers. If you use an Android device, swipe down on your screen to see the finished download. If you use an iOS device, you can save and view it in your Files app

 

10. You will see this screen once all of your documents have been submitted. Your employer will review each of these documents before they will be finalized.

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Congratulations, you’ve completed your onboarding package!


Making revisions

Your employer may send you a request should any of these documents require your revision. If this is the case, you will receive an email notification.

1. If you received an email notification, click on ‘View Documents’ to begin making any needed changes.

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Alternatively, you can sign in to your account and select to continue onboarding.

(On web)

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(On mobile)

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2. Next, select the document that needs to be updated and resubmitted. This will be indicated in red whether you are on the web or mobile app:

(On web)

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(On mobile)

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3. The comments regarding your employer’s request will be visible at the top of the page.

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4. After you’ve made the required changes, hit ‘Submit.’

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5. Then hit ‘Submit’ to confirm once more. After this, your form will be resubmitted and your employer will be notified.

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