Reviewing a new hire's onboarding

After your new hire has completed their portion of the onboarding flow, you will receive an email that they are ready for review. This means that there are documents and other info that you need to read and sign before you can finalize their onboarding.

👀  Starting onboarding review
There are three ways you can begin reviewing a new employee's onboarding. If you have your email open, click on the blue Review documents button in the onboarding review email you received. Otherwise, open your Onboarding dashboard or the Onboarding tab of a job in your Hiring Hub and click Review next to the employee's name. Once you've opened their onboarding, you'll see several tabs representing different information related to their hire: Personal info Job details Banking Tax info Review All tabs contain information on your new hire, so feel free to go through tab by tab – just make sure you end up on the Review tab, where your action is needed! 👀

Not seeing the Review tab? Your new hire may still be completing their portion of the onboarding flow. Check where they are in the process by searching for their name or email address on your Onboarding dashboard.

📑  Reviewing documents

The Review tab has several sections, depending on which action you need to take:

• Documents to review: This is where you'll find documents that require your signature.
• Other documents: This is where you can read and review documents that don't require your signature. You can download these in bulk via the Download all button at the top of the section.
• Direct deposit: This section will only appear if you have the direct deposit step turned on. View and edit your employee's direct deposit/payroll card information here as needed.
• Screenings: This section will only appear if you have Checkr or E-Verify integrations enabled. View basic information on your employee's cases and use the links to the right to access your Checkr/E-Verify dashboard or to take action on a case.

🫢 Did the employee make a mistake filling out a document, or did you ask our team to update a document for you? The Re-issue button lets you resend the latest version of a document to your employee so they can fill it out again.

✅  Finalizing the hire
Once you have reviewed all steps and signed everywhere you need to sign, you'll see that the Finalize button at the bottom of the page will have turned bright blue. Click it to put your final stamp on your new hire's onboarding. You now have an active employee! 🎉
Not able to click on the Finalize button? If you're not done reviewing documents, you'll see an orange message at the bottom of the page saying that you still have things to review. Scroll to the top of the page and make sure you've read and signed everything in the Documents to review box!

Questions about the onboarding process or how to finalize an employee's onboarding? Reach out to [e-mail]!