The new employee will receive an email once you send the New Hire Packet. When the employee is ready to complete the packet, they can click Get Started.

The employee will receive a prompt to create a password to log in to complete the New Hire Packet. The password ties with their personal email address since that was where they received the packet. However, once the employee starts their first day, the password will tie with their work email address, so the employee does not need to create a new password to log in with their work email.

Once the employee logs in, they will first see the When & Where information for their first day.

The employee can fill out personal demographic information* and upload their profile photo. It's a great benefit to have this information completed in advance for the employee to hit the ground running and start contributing to the team faster.

*Please note that a new employee can remove the Education and Emergency Contacts fields by clicking on the "X" button, even if they are marked as required. If they do not have any education or emergency contacts to add, they can remove the section and continue with the packet.

The employee will receive a prompt to answer the Get to Know You questions. Depending on how the New Hire Packet was set up, the answers to these questions will send to the team on the employee's first day.

The employee can complete their onboarding tasks by checking the box next to each task.

In the screenshot above, notice that task #2 has an option to attach files. You can add this option to a task when you are creating your onboarding template. If you have marked it as required, the employee cannot complete the task until the file has been uploaded. When the employee uploads a file to an onboarding task, it will automatically upload to the Employee Uploads folder on their Documents tab.

These tasks also include electronic signature documents to sign. If a signature document is marked as required, it will show as Sign Now, and the employee cannot complete the task until the document is signed. If a signature document is optional, it will show as Signature Optional, and the employee can complete the task without signing the document.

Once the New Hire Packet is complete, the employee will see the When & Where information for their first day. Additionally, they will see basic contact information for their future team members*, allowing the employee to connect with new colleagues before their first day.

*This includes all employees who also report to the new employee's manager.