Set up new hire onboarding
About new hire onboarding
With new hire onboarding, 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
Before you start new hire onboarding, you need to set up your team members. Learn how to add and manage team members or create and edit permission sets.
Create an onboarding task
By default, team members will always see the Review profile task in their onboarding checklist. Review profile is a task to have team members review their profile information and POS passcode.
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 Square Dashboard and go to Staff > Team > Onboarding.
Click Add task.
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Choose to.
Upload document: Specify a document for team members to upload. Enter a task name and optional instructions.
Review document: Upload a document for team members to review. Enter a task name, optional instructions and select a file. Document should be 25 MB or less.
Click Save.
Manage onboarding tasks
- Sign in to Square Dashboard and go to Staff > Team > HR & compliance > Onboarding.
- Click Add task > Upload document.
- Enter a task name.
- Add optional instructions for the task.
- Once all details have been added, click Save.
Documents will only be visible to you, the team member that uploads them and anyone with ‘View team member documents’ permission.
- Sign in to Square Dashboard and go to Staff > Team > HR & compliance > Onboarding.
- Click Add task > Review document.
- Enter a task name.
- Add optional instructions for the task.
- Upload the document to be reviewed. Document should be 25 MB or less.
- Once all details have been added, click Save.
- Sign in to Square Dashboard and go to Staff > Team > HR & compliance > Onboarding.
- Click on the task you want to edit.
- Once all changes have been made, click Save.
- Sign in to Square Dashboard and go to Staff > Team > HR & compliance > Onboarding.
- Click the bin icon next to the task you want to delete.
If you change your mind, you’ll have 5 seconds to click Undo after deleting a task. Tasks cannot be retrieved after this time.