Digital onboarding from the new hire's phone
Emergency contact, handbook, safety, tools and uniforms done before day one.
- Plan
- Complete plan
- For
- Admin or hiring manager
- Time
- 5 minutes
What's in the packet
- Emergency contact.
- Employee handbook acknowledgment, signed by typing their full name.
- Shop safety acknowledgment, signed the same way.
- Tool inventory: whether they bring their own tools, a list of major items and whether they're insured. Useful for your insurance and if anything goes missing.
- Uniform sizes: shirt, pants and jacket.
- Payroll forms: a hand-off to ADP or QuickBooks, where they complete their W-4, direct deposit and I-9 details.
The packet is sent automatically when the background check clears, or when you move the candidate to Onboarding. It saves as they go, so they can finish over a couple of evenings.
Your side
When the packet is complete, the new hire moves to Hired and a checklist is created for their manager, like assigning a bay, ordering uniforms and creating their shop-system login. Edit the checklist for each role in Settings, New-hire checklists (/app/settings/checklists).
We never ask for SSN, bank account, driver's license images or I-9 documents in the packet. Those are entered directly with your payroll provider.
Still stuck?
Email us what you were trying to do, with a screenshot if you can. A real person on the RPM team will reply.