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Everyone in the hiring chain, from new hires to managers to HR departments, will appreciate the
efficiency, accuracy and flexibility provided by this new onboarding innovation. All documents within
the Onboarding module are already within iSolved for instant access and review. You can even use the
built-in onboarding wizard feature to customize templates and create layers of approval to complete
the process.
Features & Benefits:
•	Seamlessly manage onboarding and compliance documentation, all in a single platform
•	Avoid bottlenecks with improved efficiency and data consistency
•	Workflow automation enables easy implementation, collection, tracking and storage of all forms
and documents, including Federal and State tax forms.
•	Electronic signatures can be used as a binding
agreement
•	Built-in I-9 and E-Verify tools automate forms and
processes for employees and managers
iSolved is all about destroying paper
processes, and our latest native feature
does exactly that. With iSolved
Onboarding, you can take control of your
onboarding from start to finish.
To learn more, contact us
at 585-313-9836.
Introducing employee Onboarding, native within iSolved!
Fully optimize the way you handle new hire paperwork, by eliminating it!
Hiring new candidates can be tedious and
inefficient. New hire paperwork can become
overwhelming, and keeping track of a stack
of documents is not ideal. Native to iSolved,
this paperless onboarding module notifies the
appropriate personnel in a timely manner and
takes them through all of the necessary steps,
tasks and forms that are part of a proper
company orientation. iSolved Onboarding will
streamline and allow any New Hire to enter
information directly into iSolved, avoiding
multiple data entry.
USA Payroll
2601 Lac De Ville Blvd
Rochester, NY 14618
585-313-9836
LOGICAL, ACCURATE REGISTRATION PROCESS
THE CLIENT ONBOARDING TEMPLATE BUILDER & NEW HIRE
ONBOARDING WIZARD
•	The new hire receives an email authentication link to access the Onboarding Wizard
•	The new hire completes information and uploads supporting tax documentation (W-4, I-9, Direct Deposit)
•	If required information has been omitted, the new hire will be prompted and unable to proceed until that
step is completed
•	The employee reviews and confirms all information before submission
•	An assigned editor can enter additional information (e.g., salary, verification)
•	Auto-generated emails are sent to HR and supervisors to keep them apprised of the new hire’s progress
•	Customize multiple onboarding templates for
different employee groups
•	Control permissions and assign defaults by role,
location and employee
•	Determine which employee categories are required
fields or optional
•	Configure layers of approval before the onboarding
process is considered complete
•	Modify the company Welcome Message, or choose
the default
•	Hide specific data fields from displaying in the
Template Builder
•	Company documents are uploaded and
automatically saved in the iSolved system
Initiate New Hire Onboarding screen
Creating Onboarding Templates - Setup Tab
EMAIL NEW
HIRE LINK
NEW HIRE
COMPLETED WIZARD
CHECK FOR
MISSING DATA
NEW HIRE REVIEW
& CONFIRM
ADD ADDITIONAL
DETAILS
SEND PROGRESS
EMAILS
USA Payroll
2601 Lac De Ville Blvd
Rochester, NY 14618
585-313-9836

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On-board with Ease

  • 1. Everyone in the hiring chain, from new hires to managers to HR departments, will appreciate the efficiency, accuracy and flexibility provided by this new onboarding innovation. All documents within the Onboarding module are already within iSolved for instant access and review. You can even use the built-in onboarding wizard feature to customize templates and create layers of approval to complete the process. Features & Benefits: • Seamlessly manage onboarding and compliance documentation, all in a single platform • Avoid bottlenecks with improved efficiency and data consistency • Workflow automation enables easy implementation, collection, tracking and storage of all forms and documents, including Federal and State tax forms. • Electronic signatures can be used as a binding agreement • Built-in I-9 and E-Verify tools automate forms and processes for employees and managers iSolved is all about destroying paper processes, and our latest native feature does exactly that. With iSolved Onboarding, you can take control of your onboarding from start to finish. To learn more, contact us at 585-313-9836. Introducing employee Onboarding, native within iSolved! Fully optimize the way you handle new hire paperwork, by eliminating it! Hiring new candidates can be tedious and inefficient. New hire paperwork can become overwhelming, and keeping track of a stack of documents is not ideal. Native to iSolved, this paperless onboarding module notifies the appropriate personnel in a timely manner and takes them through all of the necessary steps, tasks and forms that are part of a proper company orientation. iSolved Onboarding will streamline and allow any New Hire to enter information directly into iSolved, avoiding multiple data entry. USA Payroll 2601 Lac De Ville Blvd Rochester, NY 14618 585-313-9836
  • 2. LOGICAL, ACCURATE REGISTRATION PROCESS THE CLIENT ONBOARDING TEMPLATE BUILDER & NEW HIRE ONBOARDING WIZARD • The new hire receives an email authentication link to access the Onboarding Wizard • The new hire completes information and uploads supporting tax documentation (W-4, I-9, Direct Deposit) • If required information has been omitted, the new hire will be prompted and unable to proceed until that step is completed • The employee reviews and confirms all information before submission • An assigned editor can enter additional information (e.g., salary, verification) • Auto-generated emails are sent to HR and supervisors to keep them apprised of the new hire’s progress • Customize multiple onboarding templates for different employee groups • Control permissions and assign defaults by role, location and employee • Determine which employee categories are required fields or optional • Configure layers of approval before the onboarding process is considered complete • Modify the company Welcome Message, or choose the default • Hide specific data fields from displaying in the Template Builder • Company documents are uploaded and automatically saved in the iSolved system Initiate New Hire Onboarding screen Creating Onboarding Templates - Setup Tab EMAIL NEW HIRE LINK NEW HIRE COMPLETED WIZARD CHECK FOR MISSING DATA NEW HIRE REVIEW & CONFIRM ADD ADDITIONAL DETAILS SEND PROGRESS EMAILS USA Payroll 2601 Lac De Ville Blvd Rochester, NY 14618 585-313-9836