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Onboarding
Once you’ve found the right person, get them from applicant to employee as fast as possible.
Creating a new Onboarding Process
Adding tax information (EIN)
Getting Started with Onboarding
Marking applicants as hired automatically
E-Verify Integration Guide
Marking applicants as hired manually
Utilizing the standardized form
Adding a document through the standardized form feature
Adding a document using the upload file feature
Adding a company signatory
Adding a signature field using the upload file feature
Adding initials into the uploaded file
Adding a date signed field into the uploaded file
Adding a textbox field into the uploaded file
Adding a checkbox into the uploaded file
Adding a placeholder text on the signing document
Setting a signing sequence for online signing documents
Adding a draft template
Adding predefined merge tags using the draft template feature
Adding new merge tags using the draft template feature
Sending an online signing document
Checking the status of the online signing stage
Viewing and printing signed documents
Introduction to Onboarding
Utilizing the company documents library
Adding/editing the Basic Information Module
Integrating WOTC into your onboarding process
Adding the Custom Form module to your onboarding process
Adding the Direct Deposit module to your onboarding process
Setting up an I-9 module
Introduction to Paychex
Integrating and configuring Paychex
Signing up for Workstream Connector through ADP Marketplace
Setting up the onboarding process with ADP Workforce Now
Setting up the new hire template in ADP Workforce Now
Workstream Onboarding checklist and link
Editing new employee details through Onboarding
Resending Onboarding Stage
Exporting your new hire's data via Onboarding