Streamline your onboarding process with Paycom, efficiently managing employee data, training, payroll setup, and approvals for a seamless hire experience.
1
Gather new hire information
2
Enter employee details in the Paycom system
3
Submit employee documentation in the system
4
Schedule and set up payroll
5
Set up employee benefits, retirement, and other compensation details
6
Assign employee ID and credentials for access
7
Arrange training schedule for the new employee
8
Send welcome email including login credentials and training schedule
9
Monitor employee’s progress through onboarding tasks
10
Approval: Manager's review of employee's onboarding progress
11
Address any queries or issues faced by the new employee
12
Ensure all tasks in the onboarding checklist are completed
13
Confirm successful setup and access of payroll
14
Approval: HR Manager's Review of Onboarding Process
15
Complete the Paycom onboarding process
Gather new hire information
This task involves collecting all the necessary information about the new hire. The information gathered will be used to complete various forms and setup the employee in the Paycom system. The desired result is to have accurate and complete employee information. Make sure to ask for the employee's full name, contact details, address, date of birth, and Social Security Number.
Enter employee details in the Paycom system
In this task, you will enter the employee's details into the Paycom system. This involves creating a new employee profile and filling in all the required fields. The desired result is to have the employee's information saved in the Paycom system. Ensure you have access to the Paycom system before starting this task.
Submit employee documentation in the system
This task involves uploading and attaching the employee's documentation in the Paycom system. The documentation may include identification documents, tax forms, and any other required paperwork. The desired result is to have all the necessary documentation securely stored in the Paycom system. Make sure to request the required documentation and provide instructions on how to upload them.
Schedule and set up payroll
In this task, you will schedule and set up the employee's payroll. This involves determining the pay frequency, entering the employee's salary or hourly rate, and setting up any additional payroll components such as taxes and deductions. The desired result is to have the employee's payroll accurately set up in the Paycom system. Ensure you have access to the payroll settings in the Paycom system before starting this task.
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Weekly
2
Bi-weekly
3
Monthly
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Single
2
Married
1
Health insurance
2
Retirement plan
3
Union dues
4
Child support
5
Other
Set up employee benefits, retirement, and other compensation details
In this task, you will set up the employee's benefits, retirement plan, and other compensation details in the Paycom system. This involves selecting the appropriate benefit options, specifying the retirement plan contributions, and adding any additional compensation components. The desired result is to have the employee's benefits and compensation accurately configured in the Paycom system. Make sure to provide the available options and instructions on how to make selections.
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Option 1
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Option 2
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Option 3
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Option 4
5
Option 5
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401(k)
2
403(b)
3
Pension
4
IRA
5
None
Assign employee ID and credentials for access
In this task, you will assign an employee ID and credentials (username and password) for the new employee to access the company's systems and resources. The employee ID should be unique and easy to remember. The desired result is to have the employee's ID and credentials ready for them to use upon starting their employment. Make sure to generate secure passwords and provide instructions on how to access the systems.
Arrange training schedule for the new employee
This task involves coordinating and arranging the training schedule for the new employee. The training sessions may include orientation, job-specific training, and any other necessary training programs. The desired result is to have a well-planned and organized training schedule for the new employee. Make sure to consider the availability and preferences of the employee when scheduling the training.
Send welcome email including login credentials and training schedule
This task involves sending a welcome email to the new employee. The email should contain their login credentials (username and initial password) for accessing the company's systems and resources. Additionally, include the training schedule in the email. The desired result is to provide a warm welcome to the employee and ensure they have the necessary information to get started. Remember to reference the previously collected information by using {{form.label}} in the subject line and email body.
Monitor employee’s progress through onboarding tasks
In this task, you will monitor the new employee's progress through the onboarding tasks. Keep track of their completion status and address any issues or delays that may arise. The desired result is to ensure a smooth onboarding experience for the employee and timely completion of all tasks. Make sure to maintain regular communication with the employee and provide necessary support.
1
Gather new hire information
2
Enter employee details in the Paycom system
3
Submit employee documentation in the system
4
Schedule and set up payroll
5
Set up employee benefits, retirement, and other compensation details
6
Assign employee ID and credentials for access
7
Arrange training schedule for the new employee
8
Send welcome email including login credentials and training schedule
9
Monitor employee's progress
10
Address queries or issues
11
Ensure onboarding checklist completion
12
Confirm successful setup and payroll access
13
Complete Paycom onboarding process
Approval: Manager's review of employee's onboarding progress
Will be submitted for approval:
Enter employee details in the Paycom system
Will be submitted
Submit employee documentation in the system
Will be submitted
Schedule and set up payroll
Will be submitted
Set up employee benefits, retirement, and other compensation details
Will be submitted
Assign employee ID and credentials for access
Will be submitted
Arrange training schedule for the new employee
Will be submitted
Send welcome email including login credentials and training schedule
Will be submitted
Monitor employee’s progress through onboarding tasks
Will be submitted
Address any queries or issues faced by the new employee
In this task, you will address any queries or issues raised by the new employee during the onboarding process. Act promptly and provide assistance or clarification as needed. The desired result is to resolve any concerns and make the employee feel supported and valued. Make sure to actively listen and communicate clearly with the employee.
Ensure all tasks in the onboarding checklist are completed
This task involves reviewing the onboarding checklist and ensuring that all tasks have been completed. Verify that each task has been checked off or marked as complete. The desired result is to have a fully completed onboarding checklist with no pending tasks. Make sure to double-check all the tasks and confirm their completion.
1
Gather new hire information
2
Enter employee details in the Paycom system
3
Submit employee documentation in the system
4
Schedule and set up payroll
5
Set up employee benefits, retirement, and other compensation details
6
Assign employee ID and credentials for access
7
Arrange training schedule for the new employee
8
Send welcome email including login credentials and training schedule
9
Monitor employee's progress
10
Address queries or issues
11
Ensure onboarding checklist completion
12
Confirm successful setup and payroll access
13
Complete Paycom onboarding process
Confirm successful setup and access of payroll
In this task, you will confirm the successful setup and access of the employee's payroll. Ensure that the pay rate, deductions, and tax information are accurately reflected in the Paycom system. The desired result is to have a fully functional payroll setup and ensure the employee can view their pay information. Verify the accuracy of the payroll details and confirm with the employee.
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Confirmed
2
Not confirmed
Approval: HR Manager's Review of Onboarding Process
Will be submitted for approval:
Confirm successful setup and access of payroll
Will be submitted
Complete the Paycom onboarding process
This task marks the completion of the Paycom onboarding process. Ensure that all necessary steps have been completed and the employee is fully onboarded in the Paycom system. The desired result is to have a successful onboarding process and a seamless transition for the new employee into the company. Make sure to congratulate the employee on completing the onboarding process.
