Employee Self-Onboarding: Set-Up and Admin

Setup Onboarding

1. Login to Employer’s EOG
2. Select HR > Onboarding > Onboarding Setup
   1. On “Onboarding Settings” tab select “Edit”
      1. Select steps
         1. “Welcome”
            1. Set notification to company admin
            2. Select “Email”
         2. “Direct Deposit”
         3. “Withholding”
            1. Set “Required”
         4. “I9 Form”
            1. Set “Required”
         5. “Confirmation”
            1. Set notification to company admin
            2. Select “Email”
         6. Select “Save”
      2. Select “Documents”
         1. Select “Upload”
            1. Input document name (required)
            2. Set Category = Onboarding
            3. If eSign required, select “eSign…”
            4. Select “Save”
            5. Select “OK”
         2. Select “Edit”
            1. Priority determines order with multiple docs
            2. Set function if needed
            3. Instructions: add instructions for onboarding user.
            4. Notification: set if necessary
            5. Email: Check to send email when step complete if necessary
         3. Select “Welcome Message” tab
            1. Initial set-up
               1. Use ;onbrdwlcm text expander
               2. Change %%companyname%% to company name
               3. Select “Save”
            2. Can create custom (links, video, jpg)
         4. Select “Confirmation Message” tab
            1. Initial set-up
               1. Use ;onbrdcnf text expander
               2. Select “Save”
            2. Can create custom (links, video, jpg)

Manage Company Policy

1. For company policies that
   1. EEs review and acknowledge
   2. Don’t require signatures
2. In EOD
   1. Hover over HR, select “Manage Company Policy”
   2. Select “Upload Policy” button
   3. On “Policy File Upload”
      1. Input
         1. Policy Name: (required)
         2. Description:
         3. Start Date:
         4. End Date:
         5. Acknowledgment Frequency:
         6. Active:
      2. Select “upload”
      3. Navigate to file
      4. Select “Open”
      5. Select “Save”

Once Employee Self-Onboarding is set-up, the business can begin to invite prospective employees to the self-onboarding process.