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New recruit onboarding

Who is this article for?
This article is for business owners and team members with permission to create, edit, and assign onboarding tasks using Square Shifts.

About new hire onboarding

With Square Shifts Plus, 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

  • From your Square Dashboard, you can configure custom onboarding tasks to share documents for your new hires to review, and request documents for them to upload.

  • 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 contact information and review their POS passcode.

Create an onboarding task 

  1. Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.

  2. From the Onboarding screen, click Add task

  3. Click Upload document or Review document.

Manage onboarding tasks

Request a document for team members to upload

  1. Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
  2. Click Add task > Upload document.
  3. Enter a task name.
  4. Add optional instructions for the task.
  5. 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.

Set a document for team members to review

  1. Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
  2. Click Add task > Review document.
  3. Enter a task name.
  4. Add optional instructions for the task.
  5. Upload the document to be reviewed. Document should be 25 MB or less.
  6. Once all details have been added, click Save.

Edit a task

  1. Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
  2. Click on the task you want to edit.
  3. Once all changes have been made, click Save.

Delete a task

  1. Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
  2. 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.

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