Module Features
Employee Onboarding
Self-service portal for new employees to complete required paperwork
Admin Management
Track onboarding progress and review submitted documents
Portal Locations
Onboarding Process Overview
The onboarding system uses a 5-step workflow:1
Sign Documents
Employment agreement and company policies acknowledgment
2
Code of Ethics
Review and sign the company Code of Ethics
3
W-9 Form
Tax identification form with SSN/EIN
4
Tax Withholding
Federal tax withholding preferences (W-4)
5
Direct Deposit
Bank account information for payroll
How It Works
For HR Administrators
- Navigate to People > Employees
- Click Add Employee and fill in their details
- System creates their account and sends an invitation email
- Track their progress at People > Onboarding
- Review and approve submitted documents
For New Employees
- Receive invitation email from HR
- Click the confirmation link to access the portal
- Complete each onboarding step in order
- Sign documents electronically using the signature pad
- Once complete, gain access to the Driver Portal