With our Onboarding System newly revamped, we have put together a guide on how to add employees using the new upgrade!

There are currently two ways to add an employee and begin the onboarding process with them:



One way is through the Hiring tab

The other way is through the Employees tab.



Onboarding Through the Hiring Tab

When navigating over to the "Hiring" Tab, you'll see a "Applicants" sub-category. Here is where you'll navigate in order to onboard your employees through this tab.


  • Within the Applicants tab, you'll see your applicants list here. Clicking into their name on this page will allow you to access their applicant profile!

  • The applicant profile is the main page you'll want to get to, mainly because the "Hire" button is located here. Click on this button and you'll see that you're automatically brought into the onboarding stage for this employee!

You should be seeing the "Onboarding" page at this point, and from there you can follow the steps below in order to continue on with the onboarding process.



Onboarding Through the Employees Tab

Let's go into the “Employees” Tab

  • Click on the green “New Employee” button; This will add a new employee to your company account.

  • Once you click “New Employee”, you will be brought to the Setup Profile Wizard. A “Select Type” prompt will appear, giving you the choice of making this employee either a W2 or Contractor/1099 employee.

    • (PS. When making this choice, please make sure to verify the employee’s tax type before selecting!)

  • Once you select the employee’s type, you will be met with the BASIC INFORMATION section. You will need to fill out the Employee Info section, not forgetting to input the employee’s First Name and Last Name, as well as a unique Employee Number. You can also select "Autogenerate", located above the Employee Number and Clock Number, in order to assign the next available number on your account.

    • Here’s a reference image of the Employee Info section to show how the information should look upon entry.

  • You can also quickly assign this employee to any departments, jobs, or tasks that you have listed on your company within the:

    • This is done by typing in said assignment within the ALLOCATIONS section.

  • Once you reach the end of this page, you have the option to enable “Employee Self-Onboarding,” which will send your employee an invite via email, allowing them to enter their personal information themselves.

    • I-9 and W-4 forms would need to be filled out through self-onboarding if you would like to have them digitally generated and saved to the employee’s account. You can still add the employees yourself without enabling employee self-onboarding, but you will not be able to sign these forms for the employee.

    • Finally, there is also the option to “Skip I-9 verification for this employee

  • If you choose to have this employee complete self-onboarding, you will be met with this confirmation window notifying you that the employee was sent an invite to complete onboarding. The email is sent to the address you provide in the “Work Email” field in the Employee Info section.

  • If no valid email is entered and Employee Self-Onboarding is enabled, please note that an error will be triggered.

  • You now have the option to Continue Yourself, Add Another Employee, or Return To Employee List. If you choose to continue yourself, the next steps in the onboarding process are PERSONAL INFO and CONTACTS. These sections are pretty self-explanatory, but be sure to enter the correct address and SSN information for this employee.

  • You’ll be met with the TAX section at this point. Depending on your choice in the initial step of onboarding, you’ll be met with either an electronically generated W-4 or W9 form.

  • If the employee is unsure of how to fill out this form, they can click on the Download option next to each form. This will download a viewable PDF of the current withholding form with included instructions for filling in each field.

  • If the employee is completing self-onboarding, they will find a signature box at the bottom of the page before proceeding.

    Next, in the PAYMENTS section, you can review the Pay Information and establish a form of payment, choosing either Check or Direct Deposit.

  • If you choose Direct Deposit, you must enter valid bank information for the bank that this employee’s paychecks will be sent to.

    • You also have the option to Split the Paycheck, entering multiple direct deposits or splitting between direct deposit and a paper check.

  • Finally, the employee must fill out the I-9 section. They must provide supporting documentation and a signature attesting to their eligibility. A list of supporting documents will be electronically generated.

    • If the employee does not have any of the documents presented on List A, they can select “None of the above” which will generate List B and List C. They must then present one item from each of those lists'.

  • Once completed, you (the admin) will receive a notification to review the employee’s verification. Once this has been reviewed and signed off on the documentation, click on the Next button to finish onboarding this employee and activate them.

Once you’ve activated this employee, you’ll receive confirmation that the employee has been added to Fingercheck 360 and is ready for payroll. If this employee is a new hire, they will have filled out all the necessary paperwork to start working at your company.

If you have any questions about this new feature, you can reach out to our team at 1-800-610-9501, or, use our in-app messaging feature, located at the bottom-right of the screen while you're logged in to Fingercheck. Thank you for your loyalty as part of the Fingercheck family.

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