New hire onboarding
About new hire onboarding
With Square Shifts Plus, you can create an onboarding workflow with tasks for your team members to complete after they accept the invitation to join your team. These tasks can include uploading or reviewing documents, collecting documents such as copies of an ID, professional certifications or completed employment agreements or sharing documents such as an employee handbook.
Before you begin
The new hire onboarding workflow can be managed by the account owner and team members with the “manage team member onboarding” permission. Learn more about how to Customize team member permissions.
Create an onboarding task
By default, team members will always see the Review profile task in their onboarding checklist. If you use Square Payroll, team members added to Payroll will also see a task to Add payroll info. Review profile is a task to have team members review their contact information and review their POS passcode. Add payroll info is a task to have team members submit their payroll information.
You can configure custom onboarding tasks to share documents for your new hires to review, and request documents for them to upload. To create these tasks:
Sign in to your Square Dashboard and click Staff & payroll > HR & compliance.
From the Onboarding screen, click Add task.
Manage onboarding tasks
- Sign in to your Square Dashboard and click Staff & payroll > HR & compliance > Onboarding.
- Click Add task > Review document.
- Enter a Task name.
- Add Instructions (optional) for the task.
- Upload the document to be reviewed.
- Once all details have been added, click Save.
- Sign in to your Square Dashboard and click Staff & payroll > HR & compliance > Onboarding.
- Click Add task > Upload document.
- Enter a Task name.
- Add Instructions (optional) for the task.
- Once all details have been added, click Save.