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Onboarding
Onboarding
Once you’ve found the right person, get them from applicant to employee as fast as possible.
+2
38 articles in this collection
Written by
Janina,
Derma Aldea,
Elleine Velasquez
and 2 others
Marking applicants as hired automatically
You may set an automation rule to have applicants be marked as hired when moved to a stage.
Written by
Dianne P.
Updated over a week ago
Marking applicants as hired manually
Marking applicants as hired helps in distinguishing from the ones whose applications are still in progress.
Written by
Dianne P.
Updated over a week ago
Online Signing (Hiring)
Utilizing the standardized form
Workstream offers you some standardized forms that the new employees must have to complete at hire.
Written by
Janina
Updated over a week ago
Adding a document through the standardized form feature
Workstream allows you to add and send various forms such as W9, I9, W4 among others that must be filled out when you bring on new employees.
Written by
Janina
Updated over a week ago
Adding a document using the upload file feature
With Workstream, you can upload and send any files to your applicants using the upload file feature.
Written by
Janina
Updated over a week ago
Adding a company signatory
Workstream allows company signatory to sign the onboarding documents electronically.
Written by
Elleine Velasquez
Updated over a week ago
Adding a signature field using the upload file feature
A signature field allows your users and applicants to sign any online signing documents uploaded in your Workstream account.
Written by
Janina
Updated over a week ago
Adding initials into the uploaded file
An Initial tag allows your users and applicants to sign any online documents uploaded in your Workstream account.
Written by
Janina
Updated over a week ago
Adding a date signed field into the uploaded file
A date signed tells you the date when the document has been signed.
Written by
Janina
Updated over a week ago
Adding a textbox field into the uploaded file
A textbox field allows your users and applicants to add a bunch of text to any online signing documents uploaded in your Workstream account.
Written by
Janina
Updated over a week ago
Adding a checkbox into the uploaded file
A Checkbox tag allows your users and applicants to choose more than one option from the uploaded file.
Written by
Janina
Updated over a week ago
Adding a placeholder text on the signing document
Upload your signing document and add textbox and merge fields for your applicants and company signatory to fill in.
Written by
Derma Aldea
Updated over a week ago
Setting a signing sequence for online signing documents
Workstream allows you to set a signing sequence for online signing documents inside Workstream.
Written by
Janina
Updated over a week ago
Adding a draft template
Workstream offers you a draft template which you can use as your offer template to your applicants.
Written by
Janina
Updated over a week ago
Adding predefined merge tags using the draft template feature
Workstream offers you various merge tags that can be used to populate in your signing document through the draft template.
Written by
Janina
Updated over a week ago
Adding new merge tags using the draft template feature
Workstream allows you to add new merge tags that can be added to populate in your signing draft template.
Written by
Janina
Updated over a week ago
Sending an online signing document
With Workstream, users can easily send online signing documents to applicants with minimal effort and less human error.
Written by
Janina
Updated over a week ago
Checking the status of the online signing stage
With Workstream, users can easily check the status of the online signing stage after it has been sent out to the applicants.
Written by
Janina
Updated over a week ago
Viewing and printing signed documents
View and download all the documents that have been signed by the applicant.
Written by
Elleine Velasquez
Updated over a week ago
Online Signing (Onboarding)
Introduction to Onboarding
A quick explanation of how what the Onboarding feature does.
Written by
Dianne P.
Updated over a week ago
Utilizing the company documents library
Upload and configure your company documents in a single time and reuse them as many times as you want.
Written by
Elleine Velasquez
Updated over a week ago
Adding/editing the Basic Information Module
Customize your online form to collect basic information on your new hires.
Written by
Elleine Velasquez
Updated over a week ago
Integrating WOTC into your hiring process
Send your eligible new hire information to WOTC easily with the help of Wokstream's onboarding feature
Written by
Elleine Velasquez
Updated over a week ago
Adding the Custom Form module to your onboarding process
Customize your online form to collect information on your new hires.
Written by
Elleine Velasquez
Updated over a week ago
Adding the Direct Deposit module to your onboarding process
Collect direct deposit information from a new employee with the help of Workstream's onboarding system.
Written by
Elleine Velasquez
Updated over a week ago
Introduction to USCIS and E-Verify
What you need to know about this I-9 verification platform.
Written by
Dianne P.
Updated over a week ago
Integrating E-Verify
Set up E-Verify for your company.
Written by
Dianne P.
Updated over a week ago
Setting up an I-9 module
Add the I-9 module to onboarding and then enable E-Verify for a smooth validation process.
Written by
Dianne P.
Updated over a week ago
Taking the E-Verify Quiz
This is the final step before you can start submitting I-9 forms to E-Verify.
Written by
Dianne P.
Updated over a week ago
Introduction to Paychex
Workstream allows clients to integrate Paychex into their accounts for a more convenient employee onboarding process.
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Written by
Bo Li
Updated over a week ago
Integrating and configuring Paychex
Send your new hires from Workstream onboarding to your Paychex Flex instance without needing to enter data twice.
Written by
Dianne P.
Updated over a week ago
Signing up for Workstream Connector through ADP Marketplace
Sign up for Workstream Connector and integrate your ADP Workforce Now account for a smooth hiring and onboarding experience.
Written by
Elleine Velasquez
Updated over a week ago
Setting up the onboarding process with ADP Workforce Now
Workstream allows you to integrate with your ADP Workforce Now account to streamline your onboarding process.
Written by
Elleine Velasquez
Updated over a week ago
Setting up the new hire template in ADP Workforce Now
Start your integration journey with Workstream and setup your onboarding process seamlessly.
Written by
Elleine Velasquez
Updated over a week ago
Workstream onboarding checklist
View and track an employee's onboarding progress
Written by
Dianne P.
Updated over a week ago
Editing new employee details through Onboarding
Edit your new employee's information through the Onboarding summary tab.
Written by
Elleine Velasquez
Updated over a week ago
Resending stages for employee onboarding
Correct the new employee's typo mistakes without the need to stop the whole onboarding process
Written by
Elleine Velasquez
Updated over a week ago
Exporting your new hire's details via Onboarding
Export all your new employees' information easily in any of these formats: CSV, Excel, JSON
Written by
Elleine Velasquez
Updated over a week ago