Onboarding: An Overview

Purpose

Paylocity Onboarding is the tool used to handle onboarding for all new and rehired employees and enables the new hire to submit all required forms and information before their first day.

Process

1. HR launches an Event Packet to the new hire. This notifies them via email or text with instructions to begin.
2. The new hire registerslogs theirin to Paylocity account and completes their assigned onboarding tasks.
3. The new hire arrives for their first day.
4. The STC/LTC completes their assigned onboarding tasks, including the I-9 Verification.
5. HR will Finish Onboarding once all other tasks are complete. This final step is necessary to grant the new hire the proper permissions, and their account will have limited access until it is complete.

Event Packets

Event Packets are customized onboardingcollections templatesof createdTasks by HR to organizeorganized and assign onboarding tasksassigned to the appropriaterelevant participants,participant(s), ensuring a structured and consistent onboarding experience.

Tasks

A Task is an individual item or action within an Event Packet. See the table below for

Task	Participant(s)	Description
Eligibility Verification (I-9 Verification)	New Hire completes section 1 Training Coordinator completes section 2
E-Verify

Related Pages