Onboarding Plans


 

Complete an Onboarding Plan from the User's Perspective

Overview

This article will show you how to onboarding plan is completed by new employees.

Important Note

  • Your organization might have more tabs to navigate through or forms to fill out. The forms will be very similar to the way that you fill out the I9 and W4 forms.

Instructions

  1. Navigate to the Employee Portal and sign-in
    employee_portal.png
  2. Select the Onboarding tab
    onboarding_tab.png
  3. Select your onboarding plan
    onboarding_plan_to_complete.png
  4. Navigate through the tabs
    onboarding_plan_tabs.png
    • Welcome message: These tabs are informational; the user will read and check the box stating they read and understand the information provided
    • Schedules: These sections show you your schedule on a daily, weekly, and monthly view, respectively and has the ability to print the schedules; the user will review the schedules and check the box stating they read and understand the information provided
      print_schedule.png
    • Additional Sections: More informational sections; the user will read and check the box stating they read and understand the information provided
    • Personal Information: The user will review the information entered, correct inaccuracies, fill out empty required fields, and click save
      save_personal_information.png
    • Form I9: The Form Instruction button gives instructions and information on the I9 and how to fill it out; the user will read the instructions and information, fill in the required information, sign the document, and check the box stating I have completed the requested form
      form_I9.png
      • Employee Information Sheet: Gives an FAQ for the I9
      • Save Form: Saves the user’s progress
      • PreviewForm: Shows the user the form filled out with their information
        i9_and_w4_form.png
    • Form W4: User will read the instructions and information, fill in the required information, sign the document, and check the box stating I have completed the requested form
      full_form__instructions__and_all_worksheets.png
      • Full Form, Instructions, and All Worksheets: Gives a blank W4 for the user to preview
      • Save Form: Saves the user’s progress
      • PreviewForm: Shows the user the form filled out with their information
        i9_and_w4_form.png
  5. Select Submit Onboarding Plan when you have completed all areas of the onboarding plan
    submit_onboarding_plan.png



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