Onboarding/Offboarding Protocol

Modified on Thu, 17 Apr at 8:17 AM

Onboarding


1. Complete a New Hire Request via the HR Typeform. (Please confirm that the applicant has completed an application in recruiting.)

2. Complete an Onboarding/Offboarding Form under the Support button in the bottom right corner of any page on The Source. This will generate a request for the new hire's Entrata account, Edge2Learn, and email (if applicable) to be created.

 

Please note: The application will be completed via Paylocity. HR will send the offer letter and onboarding documents via Paylocity, while the background screening authorization forms will be sent from Checkr.



Onboarding Flow

Offboarding


1. Complete the Termination Employee Action Form through Paylocity.

2. Complete an Onboarding/Offboarding Form under the Support button in the bottom right corner of any page on The Source. This will generate a request for the employee's Entrata credentials, Edge2Learn, email (if applicable), etc to be disabled.


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3. Ensure all hours are entered correctly in Time and Labor.

a. HR will handle PTO payout 

 

Important: Please be aware of your state's final pay requirements. Depending on which state you are in and the termination type, we may need to rush their check. 


 

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