Nina Patel

24 required items outstanding.

Client Admin ▸ HR ▸ Onboarding

NOT CLEARED TO START WORK

7 gating items outstanding: Acme Employee Handbook, Acme Employee Handbook 1789855888239, Form I-9, Employment Eligibility Verification, IIPP Acknowledgment of Receipt & Training, Workplace Violence Prevention Plan (WVPP) Acknowledgment, Heat Illness Prevention Acknowledgment, Workplace safety and emergency orientation

0/26 documents · 0%

0/18 tasks · 0%

Start date

2027-01-11

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.

Acme Employee HandbookGating

Hand out + sign · Acme Manufacturing · edition v1

Not done

due 2027-01-11

Acme Employee Handbook 1789855888239Gating

Hand out + sign · Acme Manufacturing · edition v1

Not done

due 2027-01-11

Form I-9, Employment Eligibility VerificationGatingOfficial form

Sign · FED — USCIS · 8 U.S.C. §1324a · edition 01/20/25

Not done

due 2027-01-11

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

Not done

due 2027-01-11

California DE 4, Employee's Withholding Allowance CertificateOfficial form

Sign · CA — EDD · Rev. & Tax. Code / CUIC · edition Rev. 56

Not done

due 2027-01-11

Offer of Employment / At-Will Acknowledgment

Sign · EHM template · edition v1

Not done

due 2027-01-10

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

Not done

due 2027-01-11

Employee Information & Emergency Contact Form

Sign · EHM template · edition v1

Not done

due 2027-01-11

Emergency Contact Designation — Arrest or Detention at Work (SB 294)Optional

Sign · EHM template · SB 294 (Workplace Know Your Rights Act) · edition v1

Not done

due 2027-01-11

Company Property Issued — Receipt

Sign · EHM template · edition v1

Not done

due 2027-01-11

Acknowledgment of Receipt — Handbook & Required Notices

Sign · EHM template · edition v1

Not done

due 2027-01-11

Mutual Arbitration AgreementOptional

Sign · Client's counsel · FAA / AB 51 / EFAA · edition v1

Not done

due 2027-01-11

Documents to review — Read these and confirm you received them.

Global Test Notice 1789855812065

Hand out · FED — Test · edition v1

Not done

due 2027-01-11

Global Test Notice 1789855887494

Hand out · FED — Test · edition v1

Not done

due 2027-01-11

Health Insurance Marketplace Coverage Options Notice (ACA)Official form

Hand out · FED — DOL model · FLSA §18B · edition DOL model

Not done

due 2027-01-25

Workplace Know Your Rights Act Notice (SB 294)Official form

Hand out · CA — Labor Commissioner · SB 294 · edition 2026

Not done

due 2027-01-11

Survivors of Violence & Family Members' Rights Notice (AB 2499)Official form

Hand out · CA — Civil Rights Department · AB 2499 · edition 2025

Not done

due 2027-01-11

Sexual Harassment Fact Sheet (CRD-185)Official form

Hand out · CA — Civil Rights Department · Gov. Code §12950 · edition CRD-185

Not done

due 2027-01-11

Workers' Compensation Time-of-Hire PamphletOfficial form

Hand out · CA — DWC · Labor Code §3551 · edition DWC 2026

Not done

due 2027-01-25

Medical Provider Network (MPN) Notice

Hand out · CA — DWC / carrier · Labor Code §4616.3 · edition v1

Not done

due 2027-01-25

"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Official form

Hand out · CA — EDD · CUIC §1089 · edition DE 2320 Rev. 2026

Not done

due 2027-01-11

Disability Insurance Provisions (DE 2515)Official form

Hand out · CA — EDD · CUIC §2613 · edition DE 2515 Rev. 2026

Not done

due 2027-01-11

Paid Family Leave (DE 2511)Official form

Hand out · CA — EDD · CUIC §3307 · edition DE 2511 Rev. 2026

Not done

due 2027-01-11

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

Not done

due 2027-01-10

Workplace Violence Prevention Plan (WVPP) AcknowledgmentGating

Sign · EHM template · SB 553 / 8 CCR 3342 · edition v1

Not done

due 2027-01-10

Heat Illness Prevention AcknowledgmentGating

Sign · EHM template · 8 CCR 3395 · edition v1

Not done

due 2027-01-10

Onboarding tasks — the work of getting someone started — grouped by when it has to happen

0/18 done · 1 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

0/6 · Done before the first day — ordering, access, and checks that take lead time.

Order laptop and equipmentIT

To do

due 2027-01-04

Laptop, monitor, headset, phone — ordered early enough to be imaged and ready on day one.

Create accounts and emailIT

To do

due 2027-01-08

Directory account, email, single sign-on, and the group memberships the role needs.

Grant system access for the roleIT

To do

due 2027-01-09

The specific applications this role uses, at the access level it needs and no more.

Prepare the desk and building accessHR

To do

due 2027-01-09

Desk or hot-desk assignment, building badge, parking if applicable.

Send the welcome note and first-day logisticsHR

To do

due 2027-01-08

Where to go, when, who to ask for, what to bring, and what the first day looks like.

Run background checkHR

To do

due 2027-01-06

Where the role requires one. FCRA disclosure and authorisation are handled separately.

Day 1

0/5 · The first day itself.

Workplace safety and emergency orientationSafetyGating

To do

due 2027-01-11

Exits, muster point, first aid, and how to report an injury. An office is still a workplace. Gating: it happens before they settle in.

related to → IIPP acknowledgment

Hand over equipment and confirm sign-inIT

To do

due 2027-01-11

Laptop and accessories handed over, and they successfully sign in to everything.

Office tour and introductionsManager

To do

due 2027-01-11

Desk, facilities, kitchen, meeting rooms — and the people they will work with.

Set up timekeeping or leave bookingIT

To do

due 2027-01-11

Whichever system applies to this role, working and signed in to.

Pair with an onboarding buddyManager

To do

due 2027-01-11

Name the person they ask the small questions. An unnamed buddy is no buddy.

Week 1

0/4 · The first week.

Confirm required training is assigned and startedHR

To do

due 2027-01-16

Check the Training module: role and state requirements are assigned and under way.

related to → Training module

Set 30-60-90 goalsManager

To do

due 2027-01-18

Write down what good looks like at thirty, sixty and ninety days, and share it with them.

Confirm the first timesheet and pay detailsHR

To do

due 2027-01-18

Check payroll has what it needs and the first period is recorded correctly.

Week-one check-inManager

To do

due 2027-01-18

Fifteen minutes: is anything missing, unclear or blocked?

30 days

0/1 · One month in.

30-day check-inManager

To do

due 2027-02-10

Against the goals set in week one — what is on track, what is not.

60 days

0/1 · Two months in.

60-day check-inManager

To do

due 2027-03-12

Progress, and anything from onboarding still outstanding.

90 days

0/1 · The ninety-day review point.

90-day reviewManager

To do

due 2027-04-11

Formal review: performance against the 30-60-90 goals, and fit.

Employer actions — deadlines that produce no employee signature — tracked here so they are not invisible

Complete Form I-9 Section 2

Open

due 2027-01-14

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)

Open

due 2027-01-31

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

Open

due 2027-02-10

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.

Retention — keep this packet

Open

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