Pay-profile-targeted packages
Build onboarding flows for different employee types — Full Time Employee, part-time, contractors. Each packet ties to a Pay Profile and User Group so the right new hire gets the right docs.
Module · Onboarding
New-hire paperwork, without the paperwork.
Build onboarding packages for different employee types, collect information through electronic forms, gather signatures through a DocuSign-style e-sign flow, and hand completed packages off to Core HRM automatically.
How onboarding works
Package → collect → sign → done.
Quick-add governmental forms
One-click setup for W-4, W-9, I-9, plus state forms. Choose PDF Form (static upload) or Dynamic Web Form (interactive entry).
DocuSign-style e-signatures
Electronic signature capture with audit trail. Multi-party signing — employee submits, manager counter-signs (e.g. I-9). Stored securely.
Customizable notifications
Templated emails for invite, manager e-sign notice, completion. Customize copy, edit content per packet, embed direct action links.
Auto-handoff to HR
Completed packages flow into Core HRM: employee profile, tax settings, direct deposit, benefits elections — without re-keying.
Live progress tracking
HR sees every in-flight onboarding with % complete, who’s stuck, what’s signed, what’s outstanding — at the per-document level.
HR dashboard
Every in-flight onboarding, on one screen.
The Onboard Dashboard is HR's tracking hub. Every new hire shows up with a live progress bar, the link's send and expiration dates, their campus and position. Click any row to see exactly where the packet stalled — at the per-document level.
Administration / Onboard / Dashboard
Sent to Sent date Expiration date Campus Position Onboard progress Primary manager
Fairclough, Lily 04/21/2026 05/21/2026 Riverbend Part-time 15% Complete Harvey, Katelyn
Searight, Cynthia 04/21/2026 05/21/2026 Cedarbrook Full-time 96% Complete Bosch, Melissa
McCown, Layla 04/21/2026 05/21/2026 Heritage Part-time 96% Complete Swader, Katelyn
Duggan, Mario 04/21/2026 05/21/2026 Cedarbrook Contractor 42% Complete Bosch, Melissa
Sellers, Gabriella 04/18/2026 05/18/2026 Clearwater Full-time 96% Complete Gregg, Carla
Payne, Luanne 04/18/2026 05/18/2026 Heritage Part-time 15% Complete Lanier, Catherine
Searight, Cynthia · drill-down Edit details Resend packet
HR Onboard Progress
- Payroll profile
- New hire details
- Position history
- Supplemental earnings
- Manager signature
Packet Progress
- Personal information
- Direct deposit
- Signatures
- At-Will Employment
- W-4
- I-9
Builder
Sections, packets, and how they get assembled.
The master library lives on one screen. Sections are individual documents — At-Will, Direct Deposit, W-4, I-9, AL-A4. Packets are bundles of sections — PT-AL Packet, PT-GA Packet, FT-CO Packet, Security Officer Packet — sequenced and pinned to a pay profile.
Administration / Onboard / Builder
Sections Active Archived Create section
- AL-A4
- At-Will Employment
- Benefits Packet
- Confidentiality Agreement
- Direct Deposit and ACH Enrollment Form
- Dress Standard
- Drug-Free Workplace
- Employee Core Values
- I-9
- W-4
- W-9
Packets Active Archived Create packet
- PT-AL Packet
- PT-GA Packet
- FT-CO Packet
- Security Officer Packet
Add
Quick add
CO-WH W-4 W-9 I-9 SC-A4 AL-A4 GA-WH
Section type ● PDF Form ○ Dynamic Web Form
* Section title Please input section title Onboard sections
1 At-Will Employment 2 Benefits Packet 3 Dress Standard 4 Drug-Free Workplace Add
Reminders Add
Onboarding Invite Welcome to your new role — onboarding info
Onboarding Manager ESign Notice Action Required — I-9 Verification for new hire
New hire view
A wizard, not a stack of PDFs.
Employees land on a step-by-step portal. A persistent left sidebar tracks every required document with checkmarks. Forms are dynamic — W-4 renders as interactive fields with helper text and IRS reference links.
Onboarding portal · new hire
Federal Tax (W-4) Forms Continue to sign →
The W-4 is your Employee's Withholding Certificate — fill it out so your employer can withhold the correct federal income tax from your pay.
1. Personal information Filing statusMarried filing jointly (or qualifying surviving spouse)
2. Multiple jobs or spouse works Jobs with similar paySelect an option…
3. Claim dependent and other credits * Children under 17 × $2,0002,000.00 * Other dependents × $500500.00 * Total from amounts entered above2,500.00
Message Details
Please complete your onboarding documents by clicking this link.
Important: as part of the onboarding process you'll also complete the federal I-9 form on your first day. Bring an accepted form of identification on Onboarding Day.