How to Onboard a New Worker

In this article, we will walk through the steps of how an employer can add a new worker to their payroll profile. 

Please first navigate to the employer profile > Worker List tab > Click the button to Add Worker:

This is the same process to add either a W2 Employee or a 1099 Contractor. Enter the worker's legal name and then choose the proper worker classification from the drop-down:

Note: the legal name and display name can be different if desired, but please ensure that the first middle, and last names provided are the worker's legal name.

Note: External ID and Worker Number are optional fields. 

Once you have entered the worker's name, click the Save button. Once saved, the worker will be shown on the Worker List with a payment readiness status of Onboarding:

Click on the worker's name to open their worker profile. Scroll to the bottom of the Overview tab and click Edit within the Self Onboarding card:

Within this box there is an option to create a new invite link, once clicked, an onboarding invite will be emailed to the worker directly at the email entered in the Profile tab of their worker profile. If there is no email yet on file, you can click to copy the invite link and then text or email to the worker manually.

TO ADD A WORKER EMAIL BEFORE CREATING THE SELF-ONBOARDING LINK:

1. Access the worker profile > Profile tab > Personal Info card > Edit.

Incomplete Setup Tasks

Incomplete setup tasks for workers to be paid will be shown at the top of their Profile. To view the worker profile navigate to the employer profile > Worker List tab > Click the Worker Name> Click Profile