Employee Onboarding
Anywhere, Anytime Paperless Onboarding
Newly hired employees use a mobile phone, tablet, laptop, or desktop computer to quickly complete the mandated employment forms required by federal, state, and local governments to complete their new-hire documents.
The paperless online platform provided by AdvanStaff HR allows for efficiency and time savings, which leads to less effort spent completing forms and more resources available to run the business.
Empower Managers
Hiring managers kick off the hiring process directly from the manager portal.
No need to schedule, travel, or wait for enrollment meetings.
Gain Efficiency and Save Money
Efficient new-hire processing reduces labor costs and gets your new hires to work faster.
Increase Compliance
Digitized forms are customized to your company’s specifications and presented to the employee based on the employer’s preferences.
An Eco-Friendly Solution
Paperless onboarding saves anywhere from 75-150 pages of paper per employee while businesses commit to eco-friendly practices, save labor and protect the environment.
Speed & Accuracy
Paperless form data are validated on the fly to help ensure consistency and completeness.
Electronically collected information does not require manual transcribing and eliminates human error.
All Systems Connect Beautifully
All systems connect. Applicant tracking, new hire processing, benefit enrollment, learning management and training, paperless employee maintenance, and more.
Data Sheet
Ready to onboard your first paperless new hire employee? Let’s go!
- Log in to the Manager Portal.
- Navigate to the “The New Hire” screen in MY EMPLOYEES > ACTION > NEW HIRE. You can also search for “New Hire” in the search window. We recommend saving that page as a favorite.
- Start processing your new hire.
Required fields are highlighted in red. Click on underlined blue keywords for field fill options.
A few helpful notes:
- Add a personal email address for the employee; the new hire will receive an email with registration instructions so they can begin enrolling anytime, anywhere.
- Pay Rate Basis is:
- Hourly for Hourly employees and
- Yearly for Salary employees.
- If you receive a message indicating that the employee is already in the system (aka cross-hire), please have the new hire fill out paper forms and send to AdvanStaff HR. Cross-hire functionality is coming soon.
- 1099 employees are not yet supported. Please have them fill out paper forms and send to AdvanStaff HR.
If all information is entered, the new hire will be assigned a “pre-hire record” that is shown at the bottom of the screen after the “Save” button is clicked.
The pre-hire record will remain until all sections of the new hire workflow are completed.
The employee will submit the remaining fields on this screen via the Employee Self-Service (aka ESS) portal.
Once the worksite hiring manager has completed the new hire form, the new hire employee is ready to enroll.
If the manager enters a personal email address on the new hire form, the new hire will receive a welcome email with a link to register in the Employee Portal.
The new hire will need:
- Last name – the employee must use full legal last name. This entry must match exactly what was submitted on the New Hire screen.
- Social Security Number – This entry must match exactly what was submitted on the New Hire screen.
- Personal Email Address
The new hire employee will be asked to create a unique username and password. After onboarding, this login will be used for the Employee Portal.
Once that is keyed, the employee should click the “Register” button to complete the registration process.
Once registered, the employee will be automatically redirected to the login page, where they must enter their unique username and password. The employee can start their New Hire workflow once all information is entered and validated by the system.
If the employee can’t start the onboarding process, there is likely a logical reason. Let’s examine it.
This is usually caused by the new hire employee entering a Last Name or SSN different from the information the manager entered on the New Hire form.
To see or edit the data entered on the new hire form, go to WORKFLOW MAINTENANCE. (see image)
Enter the following information and click Search.
- Workflow Type: Onboarding
- Action: Edit
- Client ID: Client ID
Select Edit for the new hire who is having an issue with registration.
- Verify the new hire’s name and SSN with the new hire.
- Correct the information and save it.
- Have the new hire retry the registration.
If an issue persists, you can direct the manager or new hire to call AdvanStaff HR.
Once the employee starts, completing the Form I-9 is a critical element of onboarding. AdvanStaff pros are here to assist!
Once the employee has completed all required forms and submitted their section of the New Hire workflow, the hiring manager will receive an “Action Required” email notifying them to complete the I-9 Section 2.
By federal requirement, Section 2 of the I-9 must be completed within 3 days of the employee’s hire date.
Hiring Managers are required to approve the I-9
When the hiring manager (or Section 2 I-9 Approvers) logs into the Manager Portal, they will notice a red notification check mark on their screen’s upper right. When the check mark is clicked, the Approvals Pending screen will appear.
The I-9 Section 2 Approver should then:
- click on the I-9 Section 2 for the employee under Approvals Pending (Available to You) screen
- click “Grab” to put it in their own queue (Once “grabbed” no one else will have access to that form to approve)
- click on the I-9 Section 2 in Approvals Pending (Assigned to You)
Section 1, review with the employee.
If something is incorrect, click “Deny” to allow the employee to edit the I-9 Section 1 on their side. The employee must log back into Employee Self-Service to redo their I9 Section 1.
If all is correct, click “Next.” This is where the I-9 Section 2 Approver enters the Identification document(s).
Section 2, certify the documents
The last page is the I-9 Section 2 Certification screen. Be sure to check the box to electronically sign the I-9.
The approver will be required to enter:
- Their position/Job title
- Last name – use your full legal last name
- First name – use your full legal first name
Verify that the employer information is shown as:
- The company’s DBA name
- The company’s worksite address
- Click “Next.”
- Double check everything is accurate
- Click “Submit.”
Watch the Paperless I-9 Manager Training Video
Re-hiring an employee
If you are ready to re-hire an employee, the process is slightly different than processing a new hire.
NOTE: Never enter an employee utilizing a different, new or alternate Social Security Number (SSN) as a new hire.
Please watch the training video below:
Re-hire System Training for Managers
