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Employee Onboarding Template

Fully optimize the way that you handle employee paperwork with our iSolved Employee Onboarding Template!

Hiring new candidates can be tedious and inefficient. New hire paperwork can become overwhelming, and keeping track of a stack of documents is not ideal. Native to iSolved, this paperless onboarding module notifies the appropriate personnel in a timely manner and takes them through all of the necessary steps, tasks and forms that are part of a proper company orientation. iSolved Onboarding will streamline and allow any New Hire to enter information directly into iSolved, avoiding multiple data entry.

Users are able to customize onboarding templates and require different groups of new hires to complete different information.

onboarding workflow

The new hire receives an email authentication link to access the Onboarding Wizard.

onboarding welcome email

The new hire completes information and uploads supporting tax documentation (W-4, I-9, Direct Deposit). If required information has been omitted, the new hire will be prompted and unable to proceed until that step is completed. The employee reviews and confirms all information before submissions.

onboarding welcome

An assigned editor can enter additional information (e.g., salary, verification). Auto-generated emails are sent to assigned onboarding route users to stay apprised of the new hire’s progress.  Onboarding users are then able to complete the new hires in the Pending New Hire Dashboard.

pending new hire dashboard

BENEFITS OF ONBOARDING

  • Determine which employee categories are required fields or optional
  • Configure layers of approval before the onboarding process is considered complete
  • Company documents are uploaded and automatically saved in the iSolved system
  • Seamlessly manage onboarding and compliance documentation, all in a single platform
  • Avoid bottlenecks with improved efficiency and data consistency
  • Workflow automation enables easy implementation, collection, tracking and storage of all forms and documents, including Federal and State tax forms
  • Electronic signatures can be used as a binding agreement
  • Built-in I-9 and E-Verify (coming soon!) tools automate forms and processes for employees and managers

Contact us today to see how your organization can seamlessly onboard new hires!