View and complete onboarding checklists

Employees:

• Add employee to payroll (this is when you can send the new hire tax forms to fill out, like the W-4 and I-9). 
• Assign an onboarding buddy
• Add their work email
• Create their software accounts (app provisioning)
• Order business cards
• Give a workplace tour

Scroll down and click the caret next to "Suggested tasks" to see more options.

Contractors:

• Add contractor to Gusto

1. Sign in to your Gusto admin account.
2. Go to the People section and select Team members.
3. Choose Onboarding team members. This tab lists your team members who are not yet added to payroll. 
4. Scroll to the team member's name and click the three dots in the "Actions" column. 
5. Click Open checklist.
   • If the team member is self-onboarding, hover over "Invitation sent" to check the status.

From here you can view and manage tasks. Some tasks (like filling out the I-9) can’t be deleted because they’re required by law. If a task becomes overdue, it's labeled on the checklist and primary admins receive an email.

Adding tasks is only available to Plus and Premium customers—upgrade your plan at any time. Full access administrators and admins with “manage people” permissions can see all tasks. 

We recommend that you customize your onboarding checklist before you hire new people, so it’s ready to go before they start.  

Add a task

1. Sign in to your Gusto admin account.
2. Click the People section and select Hire & onboard.
3. Choose Onboarding checklists.
4. Click Customize the checklist.
5. Next to the checklist you want to update, click edit.
6. Click Add a task.
7. Fill out the task details:
   • Task title
   • Description (optional)
   • Assign the task (optional)
     • Tasks can be assigned to full access administrators, administrators with “manage people” permissions, and employees.
     • When an employee is assigned a task, we’ll send an email and they’ll see a dashboard notification letting them know. When an administrator is assigned a task, we’ll send an email and they can review it by clicking the People section and select Hire & onboard
     • If new hires are assigned tasks, they won’t get an email but they will see a dashboard notification after they are added to payroll. 
   • Choose a due date:
     • Before Day 1: any task that needs to be completed before the new employee starts.
     • On Day 1: any task that needs to be completed by the end employee’s first day.
     • After Day 1: any task that can be completed after the employee starts.
8. Click Add task or Add & create another. 

You can view the status of employee checklists in the Hire & onboard section—Gusto notifications aren’t emailed when tasks are completed. Once all tasks on the checklist are complete, you can mark the checklist as complete and remove the new hire from the Hire & onboard section.

Delete a task 

1. Sign in to your Gusto admin account.
2. Click the People section and select Hire & onboard.
3. Choose Onboarding checklists.
4. Find the checklist you want to update and click edit.
5. Find the task you want to delete and click the three dots icon.
6. Click Delete task. 
   • Some tasks (like filling out the I-9) can’t be deleted because they’re required by law. 
7. Click Delete task.