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Set Up a New Hire & Complete Pre-Onboard Steps
5.2. Set Up a New Hire & Complete Pre-Onboard Steps
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- Go to the Employees tab, and click the "New" button in the upper right-hand corner.
- Select the Company, HR Manager and Supervisor as needed.
- Change the Onboard Type if necessary - the default is New Hire.
- Change the Employee Type if necessary - the default is Employee.
- Fill out the required fields.
- Click the "Save" button
- Follow the Pre-Onboard Steps if the employee is in Pre Onboarding status.
Pre-Onboard Steps
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This applies if the employee is in Pre-Onboarding status
- Click on the Employee.
- Click on the form that needs to be completed.
- Fill out the required information.
- Click the Submit button.
Repeat Steps 2-4 for additional forms if necessary.
Related Topics
Complete the Employer portion of a New Hire's documents
Preparing to Re-Onboard Employees
Re-Onboarding Employees
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