New-hire onboarding
About new-hire onboarding
With new-hire onboarding, 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
New-hire onboarding is available with a subscription to Legacy Square for Restaurants Plus, Legacy Square for Retail Plus, Square Appointments Premium, Square Shifts Plus and Square Team Communication.
The new-hire onboarding workflow can be managed by the account owner and team members with the ‘manage team member onboarding’ permission. Learn more about how to Customise team member permissions.
Create an onboarding task
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 profile information and POS passcode.
You can configure custom onboarding tasks to share documents for your new hires to review, and request documents for them to upload. To create these tasks:
Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
From the Onboarding screen, click Add task.
Click Upload document or Review document.
Manage onboarding tasks
- Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
- Click Add task > Upload document.
- Enter a task name.
- Add optional instructions for the task.
- 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.
- Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
- Click Add task > Review document.
- Enter a task name.
- Add optional instructions for the task.
- Upload the document to be reviewed. Document should be 25 MB or less.
- Once all details have been added, click Save.
- Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
- Click on the task you want to edit.
- Once all changes have been made, click Save.
- Sign in to your Square Dashboard and click Staff > Team > HR & compliance > Onboarding.
- 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.