Configure the tasks that new hires must complete during onboarding. Tasks are organized by employment type (W-2 or 1099).
| Order | Task | Assignee | Required |
|---|---|---|---|
| 1 |
Sign Offer Letter
Review and sign your offer letter.
|
Employee | |
| 2 |
Sign Employment Agreement
Review and sign your employment agreement.
|
Employee | |
| 3 |
Personal Information
Provide your personal information and contact details.
|
Employee | |
| 4 |
Emergency Contact
Provide emergency contact information.
|
Employee | |
| 5 |
W-4 Tax Form
Download, complete, and upload your W-4 form.
|
Employee | |
| 6 |
Direct Deposit Info
Provide your bank account information for direct deposit.
|
Employee | |
| 7 |
Create Email/System Accounts
Set up company email and system access for the new employee.
|
Admin | |
| 8 |
Verify I-9 Documents
Verify employee identity and work authorization documents.
|
Admin |
| Order | Task | Assignee | Required |
|---|---|---|---|
| 1 |
Sign Contractor Agreement
Review and sign your contractor agreement.
|
Employee | |
| 2 |
Personal/Business Information
Provide your personal or business information.
|
Employee | |
| 3 |
W-9 Tax Form
Download, complete, and upload your W-9 form.
|
Employee | |
| 4 |
Verify W-9 Information
Verify contractor W-9 information.
|
Admin |
Configure the checklist tasks that are automatically created when an employee is terminated. These tasks help ensure a consistent offboarding process.