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5.11. Re-Onboarding Employees

Before Re-onboarding

Review "Preparing to Re-Onboard Employees" before starting the re-onboarding process in EOS. 

 

Set Onboard Type to Reonboard 

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If the employee to be re-onboarded is already set up in EOS:

  1. Change the employee's Onboard Type by clicking on "Switch to Reonboard."
  2. Select any additional onboarding documents that the employee should complete. 
  3. Click Save.

If the employee to be re-onboarded does not exist in EOS:

  1. Go to the Employee list screen, and click the "New" button. 
  2. Fill out the required fields as you would for a new hire, except:
    1. Change Onboard Type from New Hire to Re-Onboard.
    2. Enter the date on which the employee first worked for your company in the Start Date field.
  3. Click Save. 
  4. Select any additional onboarding documents that the employee should complete. 
  5. Click Save.

 

Complete the Employer Pre-Review for the I-9

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  1. Click the Complete Employer Pre-Review button on the Employee detail screen. 
  2. Indicate the status of the paper I-9: 
    1. "Exists, No correction or update needed" - if all corrections have been made on the paper form, and no additional changes will be made in EOS.
    2. "Exists, Errors found or Section 2 updates needed" - if corrections to Section 1 and/or Section 2 will be done in EOS.
    3. "Missing, New form required" - if you don't have an I-9 for the employee.
  3. Indicate your reason for updating the I-9 by selecting one of the provided reasons, or enter your own comment. 
  4. Upload the scan you made of the employee's paper I-9 (if it isn't missing). 
    1. If you have copies of the documents that the employee presented when Section 2 was originally completed, your scan should include those as well.
    2. You can only upload one file per employee. 
    3. You can upload an image file, PDF or Word document. 
  5. Where applicable, use the Lookup button to pull in the employee's name and start date from EOS.
  6. Complete the remainder of the fields on the screen. 
    1. Wherever possible, you should enter information for any field on the screen, even if it isn't required. 
  7. Click the Submit button. 

If appropriate, the employee will be directed to go to the Employee Portal to complete Section 1, and/or to bring in documents so that you can complete Section 2. 

 

Related Topics 

Preparing to Re-Onboard Employees

Set Up a New Hire & Complete Pre-Onboard Steps

 

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