Onboarding for Employees

Updated May 31, 2024 19:35

Employee Onboarding is a paperless solution to help your employers collect, track, and store essential 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 invitation to 7shifts from a desktop or on your mobile device.

SKIP AHEAD TO:

Complete Your Onboarding Documents

Payment Method

Review Your Onboarding Documents

Make Revisions

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

⚠️ Accounts using 7shifts Payroll can onboard as per: 7shifts Payroll for Employees

Complete Your Onboarding Documents

Use the tabs to learn how to complete onboarding documents from the mobile or 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.

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.

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.

4. Next, you’ll see the documents within your onboarding package that need filling out. The documents listed will be based on the requirements of your state. Tap on a form to get started.

Only Accounts using 7shifts Payroll will see the Personal Information Form document. You will need to complete this form to be included in payroll.

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5. Fill out your information. Be sure not to close or reload the app otherwise, your progress may be lost.

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

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

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

9. Tap on any form to complete them, making sure that the information you have entered is accurate. Once your forms have been submitted, you cannot edit them.

As you progress through your onboarding documents, we'll let you know about the outstanding ones and those that have been completed:

For company documents like handbooks and policies that don’t have forms to fill out, you will need to:

(1) Download the file your employer has shared. You will not be able to submit your document without downloading the file.

(2) Review and checkbox it to acknowledge that you have read the document and understand and agree to its terms.

and (3) sign the document:

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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 are finalized.

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Congratulations, you’ve completed your onboarding package!

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 documents within your onboarding package that need filling out. They'll be listed will be based on the requirements of your state. Click on any document to get started. Screenshot_2023-05-29_at_5.19.56_PM.png

5. Fill out the form and add an e-signature as required. Be sure not to close or navigate away from the page or your progress may be lost.

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

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:

(1) Download the file your employer has shared. You will not be able to submit your document without downloading the file.

(2) Review and checkbox it to acknowledge that you have read the document and understand and agree to its terms.

and (3) sign the document.

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⚠️ Downloading behaviour 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!

Payment Method

⚠️ Payment Method forms will only be available if your Employer has enabled this feature. If you have more questions about this, please reach out to them directly.

1. Login to app.7shifts.com. If it's your first time logging in, look for the email notification from your employer and follow the prompts to set up your Account.

2. Click Start or Continue onboarding from the main Dashboard page:

3. Select Payment Method:

4. From the dropdown menu, select your preferred payment method. If you select Direct Deposit, you will be required to fill out your banking information. For example:

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5. Click Submit, and you're done with this portion of your Onboarding!

1. Login to the mobile app. If it's your first time logging in, look for the email notification from your employer and follow the prompts to set up your Account.

2. Tap on Onboarding:

3. Tap on Payment Method:

4. From the dropdown menu, select your preferred payment method. Depending on your selection, you may be required to fill out your banking information.

5. Click Submit, and you're done with this portion of your Onboarding!

Review Your Onboarding Documents

Once you've completed your onboarding package, you can review your signed and acknowledged documents within your Account:

1. Click on your profile icon at the top right of the page.

2. Select My Account:

3. Click on the Documents tab.

4. Select a document to open or save it on your local device:

Make 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)

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)

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, tap Submit.

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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