Onboarding a New Employee

From signed offer to first correct payslip, with nothing forgotten in between.

Step by step

1. Create the employee with the full create form — compensation, pay frequency, time-off policy, and tax identifiers all up front. A future join date is fine; the hire takes effect on that date. Standard allowances and deductions attach automatically.
2. Add the bank account. The create form doesn't capture banking — open the new profile's Bank Accounts tab and add at least one active account before their first pay run. (Banking)
3. Get them logged in. The welcome email's mobile login link starts their onboarding; chase stragglers via Resend Welcome Email. The Not Yet Onboarded badge on the profile tells you who hasn't completed it.
4. Wire up their time. Enroll them in the digital or hardware clock if they punch, and add them to the right work schedule if they work shifts. Their time-off policy (set at creation) already controls when they can first request leave.
5. Documents and extras. Upload contracts and IDs to their Documents tab; add any person-specific allowances or deductions beyond the standard set.
6. Verify the first payslip. On their first pay run, open their details: salary proration (if your account prorates mid-period hires), statutory deductions present, bank distribution correct. A new hire also shows in the Pre-Run Review headcount delta, which is your reminder to look.