ONBOARDING & HIRING. From the Client Perspective

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1 ONBOARDING & HIRING Employee Onboarding The Onboard Wizard is used to assist with the hiring process. This wizard guides you through filling out your personal information, W-4 form, other tax forms, I-9 form, and reviewing employment policies and other documents defined by the organization. The process is initiated when management invites an employee to complete the onboarding process by sending a message is sent to the employee. This message is prompted through the EE Onboard wizard in either the Recruiter or Payroll & HR Enterprise Role. From the Client Perspective Complete the necessary Information to prompt the system notification to go out * Address *Company *Work State

2 If you would like your employees to sign off on additional company documents. Go to Company>Document Management>Add a folder The name of folder needs to be Onboarding Documents Save and start adding the documents you want the employees to view and signoff on. Authorization is required to manage company documents. To authorize a user to manage company documents, select Manage Documents on the Employee ESS PIN Detail. A user who is authorized to manage company documents has a New Document link on the Company Documents screen. An authorized user can also specify documents for a specific company, location, and/or department. From Company Documents, click on the New Document>> hyperlink to open the Upload Company Document tool. Upload a Company Document

3 From the Candidate/Employee Perspective Receive an /Message from Asure. Login. Use the provided login credentials to login through the Employee Onboard role. If you are asked to change your password, complete the password change and then login. Complete Onboarding. From the Welcome menu on the side bar, select Onboard Wizard.

4 Read the on-screen instructions, and click Next. Complete your personal information, and click Next. Complete each page of tax and employment information, follow the on-screen instructions. o Click on the available links and review applicable forms. Print these forms as needed. o On the wizard, compete all required fields. o To electronically sign a page in the wizard, enter your first and last name in the Full Name field, enter your system password in the Password field. o To continue, click Next. Complete each page of tax and employment information.

5 Often, the last page has links to additional hiring documents, which you may need to print and sign. After you are finished reviewing the documents, to electronically sign and complete the onboarding process, enter your first and last name in the Full Name field, enter your system password in the Password field, and click Next. When you complete onboarding, a message displays to let you know that your information was successfully saved and a notification was sent to management. After your onboarding information has been approved and you are hired, you will receive full access to the Employee Self Service tools through a new employee role.

6 After Onboarding is Complete - Hire a New Employee To hire an individual, use the New Hire Wizard. The New Hire Wizard walks you through a series of workflow panels to complete a new hire. From the Payroll & HR role, go to the Events menu, and select EE New Hire. The wizard displays panels for completion. Complete all relevant information in the Employee New Hire Wizard. Entries automate the creation of records and reduce later data entry. Verify and edit the information as needed. On-Screen Instructions: Select an existing applicant by Applicant Number, or select an onboarded employee. Choose Non Applicant to enter all new information. Choose one option. For a new hire who doesn t have recruitment or onboarding records in the system, choose Non Applicant and continue. For an individual who has completed self-service onboarding (discussed in the online help for the Payroll & HR Enterprise role), choose the Onboard EE. For an applicant with a job offer pending who becomes a new hire, choose the applicant number.