Onboarding a New Employee

This guide walks through onboarding new employees using isolved. This will allow you to initiate onboarding, and then complete onboarding to hire the employee after the employee has done their side of entering information.

Ryan Cynkar
25 steps
34 minutes

Threadhcm

Navigate to <https://connect.threadhcm.com/default.aspx>\ and Log in

Click "Employee Admin Tools" to begin

Click "Employee Administration"

Click "Pending Employees"

Once you're in Pending Employees, Click "Initiate Onboarding"

Fill out the required fields on the form. If you have other information for the employee, you can fill that out now as well.

Select your Onboarding Template. Typically you would only have one to choose from.

Once you have filled out all of the employee's information. Click "Save"

This page will then refresh and the form clears so you can start entering a new employee. If you don't need to enter a new one, Click "Go Back to List"

Once an employee has completed their side of the onboarding, you will be notified. Then you can go back to Pending Employees to Hire them.

Click the dots and choose "Client New Hire Wizard"\ This will take you through the process to hire this employee.

Go through each step and fill out the employee information.

Fill out required info here and then Click "Next"\ Annual Salary, Hourly Rate and Per Pay Salary are connected.

On the I-9 Screen, you'll fill it out the same as you would on the paper form. Choose the document type that they are using and enter all of the information from that document.

At the bottom of this screen, fill out the signer information\ Then Click "Verify and Sign Form"

Please read and Click "Acknowledge" for the pop up.

Click "Next"

If the employee has Time Off, you can add the plans and starting balances here.

Click "Next"

Here you can add any Emergency Contacts for the employee.

Click "Next"

Click "Complete New Hire"

Then it will take you to the screen to enter more employee information, but the employee has been hired.

This concludes Onboarding a new employee as an administrator

Onboarding a New Employee

Ryan Cynkar
25 steps
34 minutes

Threadhcm

Navigate to <https://connect.threadhcm.com/default.aspx>\ and Log in

Click "Employee Admin Tools" to begin

Click "Employee Administration"

Click "Pending Employees"

Once you're in Pending Employees, Click "Initiate Onboarding"

Fill out the required fields on the form. If you have other information for the employee, you can fill that out now as well.

Select your Onboarding Template. Typically you would only have one to choose from.

Once you have filled out all of the employee's information. Click "Save"

This page will then refresh and the form clears so you can start entering a new employee. If you don't need to enter a new one, Click "Go Back to List"

Once an employee has completed their side of the onboarding, you will be notified. Then you can go back to Pending Employees to Hire them.

Click the dots and choose "Client New Hire Wizard"\ This will take you through the process to hire this employee.

Go through each step and fill out the employee information.

Fill out required info here and then Click "Next"\ Annual Salary, Hourly Rate and Per Pay Salary are connected.

On the I-9 Screen, you'll fill it out the same as you would on the paper form. Choose the document type that they are using and enter all of the information from that document.

At the bottom of this screen, fill out the signer information\ Then Click "Verify and Sign Form"

Please read and Click "Acknowledge" for the pop up.

Click "Next"

If the employee has Time Off, you can add the plans and starting balances here.

Click "Next"

Here you can add any Emergency Contacts for the employee.

Click "Next"

Click "Complete New Hire"

Then it will take you to the screen to enter more employee information, but the employee has been hired.

This concludes Onboarding a new employee as an administrator