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The People & HR module provides comprehensive employee management for Saguaro Transport, handling the complete employee lifecycle including onboarding, document management, and offboarding.

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Module Features

Employee Onboarding

Self-service portal for new employees to complete required paperwork

Admin Management

Track onboarding progress and review submitted documents

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Portal Locations

PortalURLAudience
Employee Onboarding/onboardingNew employees
HR Admin Dashboard/people/onboardingHR administrators
Employee Directory/people/employeesHR administrators

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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

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How It Works

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For HR Administrators

  1. Navigate to People > Employees
  2. Click Add Employee and fill in their details
  3. System creates their account and sends an invitation email
  4. Track their progress at People > Onboarding
  5. Review and approve submitted documents

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For New Employees

  1. Receive invitation email from HR
  2. Click the confirmation link to access the portal
  3. Complete each onboarding step in order
  4. Sign documents electronically using the signature pad
  5. Once complete, gain access to the Driver Portal

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Employee Statuses

StatusDescription
pending_confirmationAccount created, awaiting onboarding completion
activeOnboarding complete, full system access
suspendedAccount disabled (terminated employee)