Onboarding

Configuring Client Onboarding Access

Onboarding is a feature of HUB and WorkforceHUB that automates the new hire process. It is not a feature available in HUBbasic. To enable Onboarding (formerly known as FLIGHT), the partner-level administrator ...

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How to Access Onboarding as a Client

Partners can access their client's Onboarding (formerly known as FLIGHT) through FileGuardian. It enables you to lend a hand with any new hire paperwork questions. You can even invoke the new hire paperwork pro...

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The Power of Custom Documents

Onboarding and Workflows provides the ability for employers to add as many custom documents as they like for each new hire to review and optionally electronically sign. This capability provides tremendous power...

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How to Access an Employee's New Hire Paperwork

If any employee has been added to payroll through Onboarding's paperless new hire process, their new hire paperwork is available in HUB. This guide explains how partner level users can view and download the emp...

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How to Delete a New Hire in HUB

The method for removing a new hire from Onboarding and HUB depends on how much of the onboarding process has been completed. If the new hire has completed the paperwork and has been added to the payroll sy...

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Enabling Direct Integration of Onboarding for Execupay

To enable the direct integration of Onboarding (formerly known as FLIGHT) with Execupay, you will need to enable Onboarding in both FileGuardian and Execupay. Are You on HUBlegacy Pricing? If you offered HUB ...

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Can HUB Department Managers Access Onboarding?

No, at this point department managers do not have access to Onboarding within HUB. New hires must be created and approved by either the client's HUB administrator or a partner-level user on your account.

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Check and Check Box Merge Tags

Onboarding and Workflows supports three different flavors of the *|YesNo|* and *|Acknowledgement|* merge tags. These tags can be tied to "Yes/No" questions or "Acknowledgement" statements on custom documents. ...

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How to Manually Roundtrip a New Hire

With most payroll integrations, when a HUB admin reviews the new hire paperwork and authorizes the addition to payroll, that triggers an automated process which requires no further action by the admin. However,...

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Creating an Execupay New Hire Import Template for Onboarding

Onboarding is designed to automatically export new hires to Execupay via the integration. However, if for any reason you need to manually upload new hires to Execupay through a CSV file, this brief video explai...

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