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Onboarding Dashboard Overview 1. Click "Onboarding" from the Dashboard menu 2. From the Onboarding Dashboard, sort by Onboarding Type...

Onboarding Designer Overview 1. Click "Onboarding Designer" 2. On the left, all existing Onboarding Packets are searchable. You can e...

Onboarding Packet Attachments 1. Click Menu 2. Click Onboarding Designer 3. Locate the onboarding packet you wish to make changes to. ...

Updating Forms/Docs in an Onboarding Packet This guide provides a straightforward process for updating forms and documents within an onboarding packet, ens...

What does the Onboarding process look like for a new hire? 1. Once the new onboarding is kicked off, the new hire gets an email (to their personal e...

Customizing a W-4 Form / Updating a Form Helios automatically uploads new tax W-4 forms each year, but there are customizations like: Employer's Name a...

California AB 2534 Compliance - Onboarding - Adding Prior Employment Verification to Onboarding Packets and Tracking Submissions 1. Read more about...

How to Resend Onboarding Email On occasion, you may need to resend the onboarding emails to a new Hire. This video will walk you through that process. ...

How to Kick-off an Onboarding Packet Made by Helios Ed with Scribe 1. Click Dashboards 2. Select Onboarding 3. Click "Add New"...