Onboarding a New Hire

How to Onboard a New Hire in QuickBooks Payroll Your client just hired their first salaried employee in eight months. QuickBooks Payroll now walks you through new-hire onboarding in a single guided flow, including offer letters, I-9 compliance, Checker-powered background checks, HR workflows, and a separate employee experience in the QuickBooks Workforce app, all before day one. If you've ever asked how to onboard a new employee in QuickBooks Payroll without bouncing between forms and email threads, this clip walks through the new admin-initiated onboarding workflow, including basic employee setup, payroll information, document signing with e-signatures, HR task workflows like 30/60/90-day surveys, background check requests, the employee-facing setup experience in the QuickBooks Workforce app, and a one-click rehire workflow for terminated employees returning to the company. In this clip, you'll learn how to: Admin-initiated new hire onboarding: Start onboarding from the employee list in QuickBooks Payroll, with a guided step-by-step flow that captures personal information, hire date, payroll details, and salary or hourly pay types before the employee logs in. Document setup with e-signatures: Send an offer letter, employee handbook, I-9, driver's license request, and other team documents to the new hire from the document step, with admin signature acknowledgment built into the workflow before each document gets sent. HR workflows for new hires: Add structured task workflows to onboarding, like a 30/60/90-day onboarding survey, so the new hire receives the right tasks and surveys at the right time without manual follow-up. Checker-powered background checks: Send a background check request directly to the new hire during onboarding, with selectable packages like Essential, so the check runs automatically as part of the same workflow instead of through a separate platform. Employee-facing onboarding in QuickBooks Workforce: Give the new hire a guided experience in the QuickBooks Workforce app that starts with a welcome screen and walks them through reviewing and signing the offer letter, completing the I-9, entering tax withholding, and signing documents like the handbook before their first day. Admin review and signature confirmation: Get notified when the new hire accepts the offer, then review and countersign the offer letter from QuickBooks Payroll so both signatures are on file before the start date. One-click rehire workflow: Bring a terminated employee back into active status without re-entering their data, with all their previous information pulled forward, the option to update only what changed, and the ability to send new documents and grant QuickBooks Workforce access in a single step. Want to learn more? Explore everything QuickBooks builds for accounting firms at https://quickbooks.intuit.com/accountants/intuit-accountant-suite/. #QuickBooksPayroll #NewHireOnboarding #QuickBooksWorkforce #QuickBooks #IntuitAccountants