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Guided Employee Onboarding is the best way to add one new hire at a time. It walks you through selecting a company and completing the new employee’s details through a step-by-step wizard. For adding many employees at once, use Bulk Import instead.
Employee onboarding

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Start onboarding

From the Employees page, click Add Employee to open onboarding.
1

Select a company

Choose the client company this employee will work for from the Company dropdown (required), then click Start Onboarding.
2

Complete the onboarding wizard

Work through the guided wizard to capture the new hire’s personal details, employment information, and compensation.
3

Finish

Save to create the employee. They now appear in the roster and can be issued a PIN to clock in.

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After onboarding

Once the employee exists, open their profile to track onboarding status and collect required documents such as a Government ID, W-4 Form, and Direct Deposit Authorization.
Onboarding progress and document collection are tracked on the employee’s profile. See Employee Profiles and Documents & Compliance to verify a new hire’s paperwork is complete.

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Where to go next

Employee profiles

Edit details and review pay history.

Documents & compliance

Verify required new-hire documents.