Onboarding

User Guide: Hire

Download the Hire User Guide below! Hire (sometimes referred to as “Onboarding”) is used to view all past and present employees in your talentReef account. Manager and Admin users can take actions like: C...

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Completing the I-9 Form

The new hire will complete section one of the form in the applicant portal. Once this has been completed, it is the responsibility of the manager to complete section two. To start completing section two, cl...

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Edit Employee Details

In preparation for completing the “Edit Employee Details” task, you need to collect acceptable forms of identification from your new employee. You will use this identification to confirm that the information pr...

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Resetting a New Hire's Password

If an new hire is having trouble logging into their applicant portal account, you have the ability to help by triggering a reset password email. Please note, this only applies to employees in the "Onboarding" s...

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Tracking Onboarding Tasks and Forms

Paperless employee onboarding allows you to manage your day without being buried under paperwork. Learn how to identify incomplete onboarding tasks and forms and who needs to take action to complete them. ...

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Completing Onboarding

The final step of the onboarding process is to update the status of your new hire to "Completed". If you do not complete this step, your employee will NOT appear in your Employee Export for payroll when using t...

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Completing Manager Onboarding Tasks

Some new hire forms will require a manager action and/or signature. Review the steps to complete these tasks in your management console. To identify any outstanding manager tasks, you can visit the "Hire - ...

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Completing the W-4 Form

New hires will be required to complete a federal W-4. The manager can view the PDF or update the W-4 with the new hire via the management console. New Hire Completion of the W-4 The new hire wil...

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Assigning Onboarding Tasks or Forms

You can assign new tasks or forms to any employee in the Hire -> Onboarding and Hire -> Completed sections of your account. Search for the employee Click "Forms" in the "Things you can do" menu ...

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Correcting Completed Forms

If a new hire has incorrectly completed an onboarding form, you may be able to reset the form so the employee can complete the form correctly. Not all forms can be reset. Look for the "reset" icon to determine ...

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