When you add a new person and invite them to log in, the system will walk them through the onboarding process, which consists of these steps:

1. Fill out required data fields (such as name, address, etc.).

To configure which fields are required, click your company name at the top of the main navigation, click Company Settings, then click the Fields tab. In the Default Fields section, use the checkboxes in the Required column to indicate if a field is required. To adjust the settings for a custom field, click the custom field and make the appropriate selections before clicking Save.

2. Complete required documents (such as W-4, I-9, etc.).

To configure which documents are required, navigate to the Settings page, then click the Documents tab. To make a required document show up in the onboarding process, you'll also want to check the onboarding box when uploading a company document.

You can also allow documents to be completed online instead of printing them out and uploading them. The system will prefill each document with the data provided.

3. Add any dependents

4. Choose from any defined benefit plans (such as health, dental, etc.)

Note: For steps 3 and 4, those will only be shown if you've defined benefit plans under Settings > Benefits. If you haven't defined any benefit plans, the system assumes you aren't tracking benefits and therefore won't show those steps.

Please contact our Customer Success Team for additional assistance.