Onboarding documents will display to employees when they are completing onboarding requirements as a new hire. 

  1. Update the number of days onboarding will be enabled after the employee's hire date in Marketplace > Onboarding > Customize
  2. Set document to REQUIRE REVIEW and/or REQUIRE SIGNATURE as needed. 
    • When REQUIRE REVIEW is selected, employees must open the link or document before they can complete their onboarding requirements and sign their W-4 and I-9 forms.
    • If REQUIRE SIGNATURE is selected, the employee must add their signature acknowledgment, verifying that they have read and understood the contents of the document or link viewed, before completing the onboarding requirements. 
    • Signature required captures the date the employee signed the document. 
      • An actual signature is not applied nor mapped to the document.
  3. Choose LOCATIONS, DIVISIONS, DEPARTMENTS, or JOB CLASSES to enable only those employees to see specific documents
  • If all organization types are able to view the document these options can be left blank. 
  • If No LOCATIONS, DIVISIONS, DEPARTMENTS, or JOB CLASSES are selected all employees will be able to see the document added. 




Multiple documents and links can be easily and quickly added at once to the Documents > Library, Documents > Onboarding by setting up Document Libraries in the LIBRARIES page.