The Settings page for Onboarding allows you to view and edit the basic information and configurations for your Onboarding module. From here, you can set up items such as:
- Age Threshold
- Requiring SSN for I-9 Forms
- Enabling Kiosk Mode
- Allowing Pay Cards and Direct Deposit Info
Navigating to Onboarding Settings
- Click Administration from the top menu bar of Onboarding.
- In the Administration menu, Settings should be the first tab presented.
- Name
- The name entered during the setup of your account.
- Federal EIN
- Where you will enter your federal employee identification number or federal tax ID number as issued by the IRS. The number entered here will populate on the federal/state W-4, where applicable.
- Age Threshold
- If a new hire enters a birth date that is younger than the age threshold, the system will not let them proceed through their paperwork. The system will default to 16.
- Enable E-Verify and E-Verify Client #
- The E-Verify Client # should begin with "CST" and be followed with a 4-5 digit number. For example, the Client # could read "CST9999".
- E-Verify requires additional services. If you do not already have E-Verify services and are interested, you can contact your account manager for more information. Please refer to the following article for contact information.
- Require SSN on Form I-9
- This check box is almost always checked to ensure a new hire's social security number is included on their I-9, but it does not have to be required.
- Enable Kiosk Mode
- Kiosk mode allows an alternative method to having new hires fill in their paperwork if they do not have access to their email account at a location (e.g. construction site, etc.). The kiosk mode allows a new hire to simply enter their name and email, instead of needing them to set up an account in Onboarding. For more information, you can refer to:
- Tax Break Partner
- The Work Opportunity Tax Credit is a Federal Tax Credit available to employers for hiring individuals belonging to certain groups that have consistently faced obstacles to employment. If you have a solution with a supported third-party tax break partner, you can select the partner from the drop-down menu and any additional setup information.
- Enable Training Rate?
- A training rate can be used if an employee is to be paid a different wage when they are undergoing training or apprenticeship.
- Allows Locations to Customize Pay Card and Direct Deposit information?
- Used to specify if your locations have differing methods of paying your employees (e.g. One location allows direct deposit while another location deposits the paycheck onto pay cards).
- Has Pay Cards? & Require card number?
- Pay cards allow employers to deposit an employee's paycheck directly to a pay card as opposed to printing a paycheck or direct deposit. If enabled, employers can enter the appropriate information when prompted. If both 'Pay Cards' and 'Direct Deposit' are enabled, the employee will see a drop down on the Direct Deposit page for selecting Pay Card or Bank Account before entering the remaining deposit information.
- Has Direct Deposit?
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- Direct deposit allows employers to deposit an employee's paycheck directly into an employer's bank account. If enabled, you will need to enter additional information.
- If direct deposit is required, your new hires would have to provide their banking information to proceed through the onboarding process.
- The maximum number of accounts allowed is 6.
- The employee's paycheck can be divided with a percentage, a flat dollar amount, and the remainder of the net pay.
- If both 'Pay Cards' and 'Direct Deposit' are enabled, the employee will see a drop-down menu on the 'Direct Deposit' step for selecting Pay Card or Bank Account before entering the remaining deposit information.
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- Require Manager Password to complete a new hire
- If enabled, will require the hiring manager to enter their password before completing the paperwork for each new hire.
- Enable Arcoro Onboarding default username
- If enabled, a default username will be created after entering the first and last name of the employee. The username will be based on the employees first name, their last name, and a number if the first and last name combination would not be unique.
- Enable Voluntary Survey?
- Allows you to have the voluntary survey questions asked and which ones.
- Years to Keep Employee Records
- Used if you are required to keep employee records for a specified amount of years. Will default to 7 years. As requirements for the years to keep employee records can differ depending on local, state, federal, etc. laws, it is best to have legal counsel to make any changes.
- Address to send Withholding and Garnishment Orders
- Your company's address is generally entered here, unless if the address should be different.