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New hire onboarding

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Who is this article for?
This article is for business owners and team members with permission to create, edit, and assign onboarding tasks to newly added team members. Set permissions in Square Dashboard.

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 Customize team member permissions.

Create an onboarding task 

By default, team members will always see the Review profile task in their onboarding checklist. If you use Square Payroll, team members added to Payroll will also see a task to Add payroll info. Review profile is a task to have team members review their profile information and POS passcode. Add payroll info is a task to have team members submit their payroll information. 

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:

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

  2. From the Onboarding screen, click Add task. 

Manage onboarding tasks

Set a document for team members to review

  1. Sign in to your Square Dashboard and click Staff & payroll > HR & compliance > Onboarding.
  2. Click Add task > Review document.
  3. Enter a Task name.
  4. Add Instructions (optional) for the task.
  5. Upload the document to be reviewed.
  6. Once all details have been added, click Save.

Request a document for team members to upload

  1. Sign in to your Square Dashboard and click Staff & payroll > HR & compliance > Onboarding.
  2. Click Add task > Upload document.
  3. Enter a Task name.
  4. Add Instructions (optional) for the task.
  5. Once all details have been added, click Save.

Edit a task

  1. Sign in to your Square Dashboard and click Staff & payroll > 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 & payroll > HR & compliance > Onboarding.
  2. From the Onboarding screen, navigate to the task you want to delete, then click the trash can icon.

Note: If you change your mind, you’ll have 5 seconds to click Undo after deleting a task.

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