Onboarding
Create an onboarding experience that helps you save time, stay compliant, and keep some money in your pocket.
17 articles
Onboarding Basics
Learn how to onboard new hires in Workstream so they're fully prepared for their first day.
- Start the onboarding processLearn how to onboard a new hire in Workstream, starting with marking them as hired.
- Complete onboarding to-dosMake sure all onboarding tasks are done so your new hire is fully onboarded and shows as Active.
- Manage new hire's onboarding progressSee how to check new hire progress, fix issues, resend or regenerate onboarding links, and update onboarding tasks in Workstream.
- Emergency Contact CheckboxUnder CA law, Workers have the right to name an emergency contact. If a worker is arrested or detained at work and the employer knows about it, the employer must…
Onboarding documents
The Onboarding Documents tab provides a centralized location for all your onboarding materials.
- Use the onboarding documents tabUpload, edit, and assign documents the Onboarding Documents tab.
- Set a sequential signing order for onboarding documentsLearn how to control the order in which documents are added to a new hire's onboarding process, and how to require multiple company signers to sign a document one at…
Onboarding process
Here’s how to set up and manage onboarding for a seamless new hire experience.
- Set up onboarding permissions for your hiring managerSet onboarding permissions in Admin View by editing the user, enabling Manage onboarding, and saving your changes.
- Create and modify an onboarding processCreate an onboarding process in Admin View by naming it, selecting and configuring tasks, then reviewing and saving your setup.
Reporting
Gain valuable insights into your onboarding process and improve efficiency with Workstream's Onboarding dashboard.
- Using the onboarding dashboardTrack onboarding progress, task completion, and document status in one place with Workstream’s Onboarding Dashboard.
- Export a General Ledger or Journal Entry report for a payroll runPayroll — turn any payroll run into a balanced journal entry that uses your own account codes.
Tax entity
Add tax information for each location so you can quickly fill out W-4, I-9, or state tax forms later.
Form I-9
With Workstream, your Form I-9 information is automatically submitted to E-Verify so that you can manage everything in one place.
- Add the Form I-9 module to your onboarding processNow that you've set up E-Verify and passed the quiz, it's time to add the Form I-9 module to your onboarding process.
- Review and complete a new hire’s Form I-9 with E-VerifyLearn how to help new hires complete the Form I-9, and create E-Verify cases to verify their work eligibility in the U.S.
- Track and reverify expired Form I-9 documentsTrack and reverify expiring I-9s in Workstream by filtering your team list, setting reminders, and completing Supplement B.
- FAQs: Workstream I-9Get answers to common questions about Workstream's I-9 service.
- Make corrections to Form I-9If you need to fix errors on a completed I-9, you can restart a section and update the information.