Dana Ruiz
Client Admin ▸ HR ▸ Onboarding
CLEARED TO START WORK
All gating items were completed on 2026-09-19.
Start date
2026-10-05
Worksite
Fresno Distribution Center · CA
FLSA status
Non-exempt
Status
Complete
—
Forms to complete and sign — Fill these in and sign them.
Form I-9, Employment Eligibility VerificationGatingOfficial form
Sign · FED — USCIS · 8 U.S.C. §1324a · edition 01/20/25
due 2026-10-05
Handled via the I-9 specialist service — integration pending. Mark complete once Section 1 is signed and Section 2 is done outside this app.
Federal Form W-4, Employee's Withholding CertificateOfficial form
Sign · FED — IRS · IRC §3402 · edition 2026
due 2026-10-05
California DE 4, Employee's Withholding Allowance CertificateOfficial form
Sign · CA — EDD · Rev. & Tax. Code / CUIC · edition Rev. 56
due 2026-10-05
DMV Authorization for Release of Driver Record (INF 1101)Official form
Sign · CA — DMV · Veh. Code (Employer Pull Notice) · edition Rev. 10/21
due 2026-10-05
Offer of Employment / At-Will Acknowledgment
Sign · EHM template · edition v1
due 2026-10-04
Notice to Employee — Wage Theft Prevention Act (Labor Code §2810.5)Official form
Hand out + sign · CA — Labor Commissioner · Labor Code §2810.5 · edition Rev. 2025
due 2026-10-05
Employee Information & Emergency Contact Form
Sign · EHM template · edition v1
due 2026-10-05
Emergency Contact Designation — Arrest or Detention at Work (SB 294)Optional
Sign · EHM template · SB 294 (Workplace Know Your Rights Act) · edition v1
Overdue — due 2026-10-05
Direct Deposit AuthorizationOptional
Sign · EHM template · edition v1
Overdue — due 2026-10-05
Company Property Issued — Receipt
Sign · EHM template · edition v1
due 2026-10-05
Acknowledgment of Receipt — Handbook & Required Notices
Sign · EHM template · edition v1
due 2026-10-05
Documents to review — Read these and confirm you received them.
Health Insurance Marketplace Coverage Options Notice (ACA)Official form
Hand out · FED — DOL model · FLSA §18B · edition DOL model
due 2026-10-19
Workplace Know Your Rights Act Notice (SB 294)Official form
Hand out · CA — Labor Commissioner · SB 294 · edition 2026
due 2026-10-05
Survivors of Violence & Family Members' Rights Notice (AB 2499)Official form
Hand out · CA — Civil Rights Department · AB 2499 · edition 2025
due 2026-10-05
Sexual Harassment Fact Sheet (CRD-185)Official form
Hand out · CA — Civil Rights Department · Gov. Code §12950 · edition CRD-185
due 2026-10-05
Workers' Compensation Time-of-Hire PamphletOfficial form
Hand out · CA — DWC · Labor Code §3551 · edition DWC 2026
due 2026-10-19
Medical Provider Network (MPN) Notice
Hand out · CA — DWC / carrier · Labor Code §4616.3 · edition v1
due 2026-10-19
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Official form
Hand out · CA — EDD · CUIC §1089 · edition DE 2320 Rev. 2026
due 2026-10-05
Disability Insurance Provisions (DE 2515)Official form
Hand out · CA — EDD · CUIC §2613 · edition DE 2515 Rev. 2026
due 2026-10-05
Paid Family Leave (DE 2511)Official form
Hand out · CA — EDD · CUIC §3307 · edition DE 2511 Rev. 2026
due 2026-10-05
Safety program acknowledgments — Required before any field work. Each one is signed separately.
IIPP Acknowledgment of Receipt & TrainingGating
Sign · EHM template · 8 CCR 3203 · edition v1
due 2026-10-04
Workplace Violence Prevention Plan (WVPP) AcknowledgmentGating
Sign · EHM template · SB 553 / 8 CCR 3342 · edition v1
due 2026-10-04
Heat Illness Prevention AcknowledgmentGating
Sign · EHM template · 8 CCR 3395 · edition v1
due 2026-10-04
Onboarding tasks — the work of getting someone started — grouped by when it has to happen
0/0 done · 0 gating · Owner labels show who should do each task. Nobody is assigned or notified yet — routing to different people arrives with authentication.
No checklist was generated for this onboarding — it was started before task templates existed, or no template matched the role type.
Employer actions — deadlines that produce no employee signature — tracked here so they are not invisible
Complete Form I-9 Section 2
Overdue — due 2026-10-08
Within three BUSINESS days of the first day of work. Examine the employee's documents and complete Section 2. Store I-9s separately from the personnel file. Handled via the I-9 specialist service — this app verifies nothing.
Report the new hire to the EDD (DE 34)
Overdue — due 2026-10-25
California's New Employee Registry requires a report within 20 days of the start date. Filed with the EDD, outside this app.
Enrol the employee in CalSavers
Overdue — due 2026-11-04
Required within 30 days when the employer offers no qualified retirement plan. Generated because this client's HR profile records no plan — if that is wrong, update the HR profile and mark this not applicable.
Schedule sexual harassment prevention training
due 2027-04-03
California requires two hours for supervisors and one hour for everyone else, within six months of hire, then every two years. The course is auto-assigned by the Training module when onboarding completes; this task tracks that it actually gets scheduled and taken.
Retention — keep this packet
No dated deadline
Personnel records must be kept at least three years after separation, and proof of SB 294 notice delivery at least three years. Nothing in this module is ever deleted; this is a standing reminder rather than a dated task.
These are tracked, not automated. Nothing here files a DE 34, enrols anyone in CalSavers or completes an I-9 — marking one done records that a person did it outside this app.
This workflow selects documents from a catalog and records dates and signatures. It does not verify work authorisation, does not decide what the law requires of your business, and is not legal advice. Where a document is due "by the end of the first pay period", this app assumes 14 days from the start date, which can show an item as due earlier than it strictly is — never later. Optional and opt-in forms are deferred and are deliberately not in this packet. Back to onboarding