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  1. Support Center
  2. Human Resources
  3. Workflows

Workflows

  • Add Employee Workflow - The Employee Experience
  • · Add Employee Workflow
  • · Offer Letters FAQ
  • · Employee Confidentiality and Assignment Agreements (ECAs) (Employee NDAs)
  • · Add Contractor or Consultant Workflow
  • · Add Advisor Workflow
  • · Form W-4s
  • Uploading I-9s Created Outside of the Platform
  • · Documenting an Employee's Job Change Event
  • · Terminating an Employee/Consultant/Advisor (and Repurchase, if applicable)
  • Creating Custom Employee Forms
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