After you’ve hired a new employee, US-based contractor, or international contractor, you can view and complete their onboarding checklist from the People section of your admin account.
Note: If you sent a new hire an offer letter through Gusto, their onboarding checklist does not appear until they sign the offer. If needed, you can resend the welcome email.
Employees
Scroll down and click the caret next to "Suggested tasks" to see more options.
US-based contractors and international contractors
From here, you can view and manage tasks. Some tasks (like filling out the I-9) cannot 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.
Move a team member from the "Onboarding" to the "Active" tab
Once all tasks on a new hire's checklist are done, mark the checklist as complete. This will move the new hire from the Onboarding tab to the Active tab.
If you do not mark the checklist as complete, the new hire is automatically moved to the Active tab 30 days after their start date, as long as you've added them to payroll or set them up for contractor payments.
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.
For employee checklists, you can specify what types of employees you want to be assigned any given task. For example, you can add a time tracking task and only have it included on onboarding checklists for hourly new hires.
Add a task
Track the status of a team member's checklist in the Onboarding tab. Gusto notifications are not emailed when tasks are completed.
Delete a task
Follow the steps below to mark a team member's onboarding checklist as complete. This will move the team member from the Onboarding tab to the Active tab.
If you do not mark the checklist as complete, the new hire is automatically moved to the Active tab 30 days after their start date, as long as you've added them to payroll or set them up for contractor payments.
Going forward, you can view and manage the new hire's info in the Active tab or from their employee or contractor profile.
Note: If you added an employee's email address during onboarding and they did not receive the welcome email, you can resend it. If an employee has already started self-onboarding and is having trouble gaining access, click here for troubleshooting steps.