1. Go to People > Hiring > New Hire Tracking. The New Hire Tracking screen opens.
2. Select an employee's name. Their profile screen displays.
3. Complete each section, and select Next to move to the next section. A green checkmark displays on the left to indicate completion.
   1. Contact:
      1. The information already entered by the employee is displayed, and you can overwrite it if needed.
   2. Tax Setup: 
      1. All local taxes can be added after the New Hire Wizard.
      2. Local occupational taxes: Employers must set up local occupational taxes on the organizational structure in Configure Company. These work-in taxes cannot be added during the new hire process.
      3. Local residential taxes: Employers must add local residential taxes to the employee profile when appropriate, if not added during the new hire process.
   3. Compensation:
      1. You must add: 
         1. Pay Rate
         2. Pay Type
         3. Effective Date
      2. The pay rate effective date defaults to the employee’s hire date. To change this, refer to How to Add, Edit, or Delete Pay Rates.
   4. Review:
      1. At the bottom, you can download Employment Documents.
      2. Review all sections.
      3. When you are ready, select Submit New Hire for Approval.
   5. Hire:
      1. Verify the information is correct.
      2. Select Finish Setup. 

What happens next

1. The new hire moves from New Hire Tracking to All People > Manage People.
2. A green banner displays at the top of Manage People.
   1. Paycor reviews the employee's tax information and offers tax recommendations.
   2. This is when you finish setting up the new employee's taxes.

Note

• After onboarding, the documents the employee reviewed and acknowledged are viewable in  Employee > Documents, including their resume and files from Applicant Tracking.