Employee self-onboarding enables you to create a New Hire Packet to send out to new employees before you grant them access on their first day. For a new employee, the New Hire Packet typically includes information on when and where to be on their first day, basic personal information to fill in, Get to Know You questions, and onboarding tasks to complete before their first day. 

Because we understand that some elements of the New Hire Packet vary base on your different locations, divisions, and departments, we've made it possible for you to create different templates that you can use. Learn how to set up those templates here.

To create your New Hire Packet, follow these steps to Add a new employee:

1. Click the checkbox (Send this new employee a new hire packet) at the top of the New Employee page to send it to the employee. This action immediately removes specific fields from the New Employee page because the new employee will fill out the information in the New Hire Packet. If you do not see all of the fields you would like to add for the new employee to fill out in the New Hire Packet, make sure you have added these fields to the Add Employee form. You can do this by clicking Customize Add Employee Form in the top right corner of the New Employee page. Once you add the fields to the form, you can then add them to the New Hire Packet for the employee to fill in using the process described above. You will be able to do this once you are viewing the New Hire Packet. (See below.)
2. If you use BambooHR Payroll, you will see an option to check if you would like to pay the employee through Payroll. If you check this box, specific payroll-related* fields will mark as required on the Add Employee form.
3. Fill out the basic information for the new employee joining your organization (*be sure to fill out Hire Date and Email Address values).
4. Self-Service Access: You don't have to enable self-service access in order for the employee to complete the new hire packet. The New Hire Packet will automatically be available to the employee.
5. Click Save & Create New Hire Packet.

Once you click Save & Create New Hire Packet, the new employee automatically adds to BambooHR. You will arrive at the New Hire Packet where the first step is to ensure the employee's email address is correct, and then select the template* you would like to use for this particular employee. You can also customize New Hire Packet fields (see below). 

*Note: If you have only created one template, it will default to that one. Once you've created more than one template, you will see the option to choose which one you'd like to apply.

Once you select the applicable template, the When & Where, Other Info, and Get to Know You Info will automatically pull in. If there are any changes you would like to make for the employee, you can customize the individual New Hire Packet at this point without updating the template.

You will set this section up in the template, but you can customize it here when sending the New Hire Packet to a new employee.

If for some reason you do not want employees to receive the Get to Know You email for this employee, uncheck the box next to "Send a 'Get to Know You' email on the morning of their first day". Please note, they will still be able to see the new hire's information on the Welcome to Company widget if they have access to the that widget.

If you use Payroll and the employee you add is part of a syncing pay schedule, you will see the Payroll Information listed in the New Hire Packet for the employee to fill in for you.

If the employee is not part of a syncing pay schedule, you will be able to check or uncheck a box next to the information above to add or remove it from the New Hire Packet.

Select Add Task List(s) to open a modal with all onboarding tasks. Any lists or tasks that have filters including the specific employee will be automatically checked. You can check or uncheck tasks as needed. Click Save Tasks. Only tasks that are assigned to the employee and due on or before the hire date will show up in the New Hire Packet.

1. Hover: Hover over a task to move it to a different spot in the list. Additionally, you will see an option to edit or delete the task.
   1. Edit: If you click the edit icon, you will be able to edit the task details for this employee specifically. This includes the option to update the title, due date, file upload option, task description, and attached company files. This will not change the task in the Onboarding template in Settings.
   2. Delete: If you click the delete icon, you will be asked to confirm you'd like to delete the task from the employee's New Hire Packet. This will not remove the task from the Onboarding template in Settings.
2. Signature Documents: Take advantage of BambooHR's eSignature feature and attach signature templates to tasks in order to have the new employee sign all necessary paperwork before their first day.
3. Other tasks: Here you can find all other tasks that have been added for the employee but that won't be included in the New Hire Packet. This includes any tasks assigned to the employee that are due after the hire date as well as all tasks that are assigned to other people. Click on this section to see the list of tasks. Simply hover over the task to make edits or delete the task for the employee. The same editing options apply.
4. Add Task: Click here to add a new task that is specific to this employee. Any tasks added here will not be added to the Onboarding template in Settings.
5. Import More Tasks: This will show you all tasks that have been removed for the employee or that are not applicable to the employee. Simply check the box next to the tasks you'd like to add for the employee.

1. Click Continue to scroll through each section to see what the packet will look like for the new employee.
2. Click Send the New Hire Packet to send, or Edit if you want to make any changes.

Once you click the option to send the packet, the following rules apply:

• If the hire date is today, the packet will send immediately.
• If the hire date is in the future, the packet will send immediately.
• If the hire date is in the past, the packet will send the day after you click to send it (i.e., I chose to send it today, but the hire date was last week, and the packet will send tomorrow).
• If the hire date passed fourteen days, the packet does not send.

If you choose Save & Send Later, you can send the packet from the specific employee's Onboarding tab. The same sending rules apply as mentioned in the previous step. The Onboarding tab also lets you track the employee's progress* as they move through the New Hire Packet steps. Notice that before sending the packet, you have an option to cancel the New Hire Packet.