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Demo Company
This is a live demo. Data resets every 30 minutes.

Apps

ESC
Core Apps
Home
Connect
Time
Team
Bookings
Sales
Service
Billing
Finance
Marketing
Resources
Settings
Installed Apps / Plugins
Notes
Weather

New Hire Onboarding

Back
Employee Information
Used to send the onboarding invite
Optional company email (if different from personal)
Employment Details
Determines which tasks are created (W-4 vs W-9, etc.)
$
Documents to Sign

Upload PDF documents that the employee needs to sign. These will be sent for e-signature.

PDF only. Will replace existing if uploaded.
PDF only. Will replace existing if uploaded.
Admin Notes
Onboarding Tasks
Tasks will be created based on employment type

W-2 Employee tasks:

  • Sign Offer Letter Required
  • Sign Employment Agreement
  • Personal Information Required
  • Emergency Contact
  • W-4 Tax Form Required
  • Direct Deposit Info
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