Marco Silva
17 required items outstanding — but gating items are done, so they may start.
Client Admin ▸ HR ▸ Onboarding
CLEARED TO START WORK
All gating items were completed on 2026-09-19.
Start date
2026-10-12
Worksite
Fresno Distribution Center · CA
FLSA status
Non-exempt
Status
Not started
Send the packet to the employee
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 2026-10-12
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
Overdue — due 2026-10-12
California DE 4, Employee's Withholding Allowance CertificateOfficial form
Sign · CA — EDD · Rev. & Tax. Code / CUIC · edition Rev. 56
Overdue — due 2026-10-12
DMV Authorization for Release of Driver Record (INF 1101)Official form
Sign · CA — DMV · Veh. Code (Employer Pull Notice) · edition Rev. 10/21
Overdue — due 2026-10-12
Offer of Employment / At-Will Acknowledgment
Sign · EHM template · edition v1
Overdue — due 2026-10-11
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
Overdue — due 2026-10-12
Employee Information & Emergency Contact Form
Sign · EHM template · edition v1
Overdue — due 2026-10-12
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 2026-10-12
Direct Deposit AuthorizationOptional
Sign · EHM template · edition v1
Overdue — due 2026-10-12
Company Property Issued — Receipt
Sign · EHM template · edition v1
Overdue — due 2026-10-12
Acknowledgment of Receipt — Handbook & Required Notices
Sign · EHM template · edition v1
Overdue — due 2026-10-12
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
Overdue — due 2026-10-26
Workplace Know Your Rights Act Notice (SB 294)Official form
Hand out · CA — Labor Commissioner · SB 294 · edition 2026
Overdue — due 2026-10-12
Survivors of Violence & Family Members' Rights Notice (AB 2499)Official form
Hand out · CA — Civil Rights Department · AB 2499 · edition 2025
Overdue — due 2026-10-12
Sexual Harassment Fact Sheet (CRD-185)Official form
Hand out · CA — Civil Rights Department · Gov. Code §12950 · edition CRD-185
Overdue — due 2026-10-12
Workers' Compensation Time-of-Hire PamphletOfficial form
Hand out · CA — DWC · Labor Code §3551 · edition DWC 2026
Overdue — due 2026-10-26
Medical Provider Network (MPN) Notice
Hand out · CA — DWC / carrier · Labor Code §4616.3 · edition v1
Overdue — due 2026-10-26
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Official form
Hand out · CA — EDD · CUIC §1089 · edition DE 2320 Rev. 2026
Overdue — due 2026-10-12
Disability Insurance Provisions (DE 2515)Official form
Hand out · CA — EDD · CUIC §2613 · edition DE 2515 Rev. 2026
Overdue — due 2026-10-12
Paid Family Leave (DE 2511)Official form
Hand out · CA — EDD · CUIC §3307 · edition DE 2511 Rev. 2026
Overdue — due 2026-10-12
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 2026-10-11
Workplace Violence Prevention Plan (WVPP) AcknowledgmentGating
Sign · EHM template · SB 553 / 8 CCR 3342 · edition v1
due 2026-10-11
Heat Illness Prevention AcknowledgmentGating
Sign · EHM template · 8 CCR 3395 · edition v1
due 2026-10-11
Onboarding tasks — the work of getting someone started — grouped by when it has to happen
6/23 done · 5 gating · Owner labels show who should do each task. Nobody is assigned or notified yet — routing to different people arrives with authentication.
Before they start
4/9 · Done before the first day — ordering, access, and checks that take lead time.
Order PPESafetyGating
due 2026-10-07
Hard hat, hi-vis, boots, gloves, eye protection — sized for the person, ordered far enough ahead to arrive before day one. Gating: nobody goes on site without it.
related to → Company Property Issued receipt
Allocate tools and equipmentForeman
due 2026-10-09
Reserve the tools, and any company vehicle or trailer, this role needs from day one.
related to → Company Property Issued receipt
Verify licences and certificationsSafetyGating
due 2026-10-10
Confirm the licences and cards the role requires are current — OSHA 10/30, forklift, crane, CDL, trade licence. Gating where the role cannot legally be performed without them.
related to → Training records & certificates
Request jobsite badge and accessForeman
Overdue — due 2026-10-10
Site badge, gate code or fob, and any general-contractor access credentials.
Schedule drug screenHR
Overdue — due 2026-10-07
Where the role or the site requires one. Book it and record the result outside this app.
Run background checkHR
Overdue — due 2026-10-07
Where the role or the site requires one. FCRA disclosure and authorisation are handled separately.
Add to the company driving roster and verify the MVRHR
Overdue — due 2026-10-09
Only for roles that drive. Confirm the motor vehicle record and add them to the insurance schedule.
Notify the union hall and confirm dispatchHR
Overdue — due 2026-10-09
Confirm the dispatch, the classification and the applicable agreement.
Acme-specific gate inductionForemanGating
due 2026-10-11
Day 1
2/7 · The first day itself.
Site-specific safety orientationSafetyGating
due 2026-10-12
Hazards on THIS site, emergency procedures, muster point, reporting an injury. Gating: this happens before any work, and it is what the IIPP acknowledgment attests to.
related to → IIPP acknowledgment
PPE fit check and tool checkForemanGating
due 2026-10-12
Confirm the PPE actually fits and the issued tools are present and serviceable. Gating: PPE that does not fit is PPE that is not worn.
related to → Company Property Issued receipt
Jobsite tour, including the muster pointForeman
Overdue — due 2026-10-12
Walk the site: work areas, welfare facilities, first aid, fire points and the muster point.
Set up the timekeeping appIT
Overdue — due 2026-10-12
Install it, sign in, and confirm the first clock-in works before they need it.
Pair with a foreman or mentorForeman
Overdue — due 2026-10-12
Name the person they ask questions of. An unnamed mentor is no mentor.
Introduce the crewForeman
Overdue — due 2026-10-12
Names and roles of the people they will actually work beside.
Collect GC site orientation cardForemanAdded here
Overdue — due 2026-10-12
Week 1
0/4 · The first week.
Confirm required training is assigned and startedHR
Overdue — due 2026-10-17
Check the Training module: the courses their role and state require are assigned and under way.
related to → Training module
Toolbox talk attendanceForeman
Overdue — due 2026-10-17
They attend their first toolbox talk and are recorded on the sign-in sheet.
Confirm the first timesheet and pay detailsHR
Overdue — due 2026-10-19
Check the first timesheet submitted cleanly and payroll has what it needs.
Week-one check-inForeman
Overdue — due 2026-10-19
Fifteen minutes: is anything missing, unclear or unsafe?
30 days
0/1 · One month in.
30-day check-inForeman
due 2026-11-11
Performance, safety habits, and whether the tools and PPE are still right.
60 days
0/1 · Two months in.
60-day check-inForeman
due 2026-12-11
Progress against the expectations set at hire; any certification gaps closing.
90 days
0/1 · The ninety-day review point.
90-day reviewManager
due 2027-01-10
Formal review: performance, fit, and whether anything from onboarding is still outstanding.
Employer actions — deadlines that produce no employee signature — tracked here so they are not invisible
Complete Form I-9 Section 2
Overdue — due 2026-10-15
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 2026-11-01
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
due 2026-11-11
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 2027-04-10
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