How to Initiate Electronic Employee Onboarding

Employee onboarding in payroll refers to the processes used to set up new employees in an organization's payroll system. This may include collecting employee contact and bank information, filling out tax forms, and signing the company handbook. Electronic employee payroll onboarding streamlines the setup of new employees in the payroll system, reduces paperwork, minimizes errors, and enhances overall efficiency in managing payroll processes. It also contributes to a more seamless and convenient onboarding experience for new hires.

To initiate the onboarding process for a new employee in isolved, follow these steps:

1. Sign in to paywhizhr.com/client

2. Click EMPLOYEE ADMIN TOOLS > Employee Administration

3. Click "Pending Employees"

4. Click "Initiate Onboarding"

5. Select a Legal Company and Work Location from the dropdowns

This selection will the determine the legal entity that will withhold and pay tax for the employee and the location where the employee will have tax liabilities.

6. Select an Onboarding Template

This selection will establish the onboarding workflow and determine what information to collect from the employee (this may be different for each group of employees)

7. Enter first and last name and an email address.

The only required fields are first and last name and email address. All other fields can be added later.

You must select organization information and/or Manager/Supervisor if any part of the onboarding process is assigned to a manager or supervisor.

8. Click Save

Once you click save isolved will send an email to the new hire inviting them to complete the onboarding wizard.

Optional: Click "Go Back to List" to view the status of the onboarding process

Here you'll be able to see the onboarding status of each new hire and who has to complete the next steps.

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