What is the new hire packet?
A new hire packet is the collection of all the tasks, documents, and messages that help a new hire get off to a good start. After you add a new employee, Eddy HR will ask if you'd like to create a new hire packet. The new hire packet has three parts:
- New Hire Task List This lets you create tasks for the new hire to complete within Eddy. Tasks can include electronically signable documents as well as onboarding or other getting started tasks to makes sure your new hire shows up ready to go on their first day.
- Team Task List This section allows you to assign tasks to existing team members so they can arrange things in advance of the new hire's start date. You can make sure everything—from email accounts to desks to welcome baskets—is ready on your end.
- First Day Message This optional email message lets the new hire know the details of what to expect on day one.
New Hire Task List
When creating the task list, you’ll begin by deciding whether or not you’ll have the new hire read and sign certain documents before they start. If you choose to have new hires sign document, we’ll display a list of documents that have either been provided by Eddy, or uploaded by your company.
Eddy provides important documents such as the I-9, W-4, and Direct Deposit Authorization forms on your behalf. Most new employees will need to sign these documents before they begin working for your company. In most cases we recommend selecting these documents to have your new employee review and sign before their first day.
Each document you select will auto-create a task for the new hire to review or sign. Documents that have not been enabled for signatures will be available for download and review. Documents you have made signable (learn more here) will require a signature before the task can be marked as complete.
You can change the due date for any task to be on the start date (which is the default option) or before or after the start date. You can select the number of days or weeks before or after the start date.
Once you’ve added your documents, you can also create additional tasks for the new hires to complete. Simply click the “Add task” button near the bottom of the page, and specify a task for you new hire. These types of tasks may include performing a background check, making contact with the new hire’s manager, or requesting specs for a new computer.
Adding tasks for team members to do
After assigning tasks to the new hire, you can assign tasks to your team to make sure everything is in place. Tasks can be assigned to any employee you have in Eddy HR.
First Day Message
After adding tasks you can create a first day message for the new hire. This message appears on the new hire's Eddy home page, and will be emailed to them unless you choose not to send it. This message is a great place to help the new hire understand important information about their first day, such as what time to show up, what to wear, who they'll be meeting, and any other custom messages you’d like to share.
Previewing the new hire packet
Before the packet is finalized (and before the first day message is emailed) you'll have a chance to preview both the tasks and the first day message. This view will be very similar to what your new hire will see when they first login to Eddy.
You can edit the tasks or message by clicking the edit icon ( ) in the top right corner of each card. When you’re satisfied with the packet you’ve created, you can click the blue “Save New Hire Packet” button to continue.