Fundamentals of Onboarding

Learn the basics of Onboarding, Adobe eSignature, and eVerify.

Make new hire onboarding a breeze with our Onboarding tools! Our Onboarding platform will set your new hires up for success, establishing their Namely profile and empowering them to review company resources before their first day at your company. 

Namely's Onboarding platform allows you to:

• Build unlimited custom Onboarding templates

• Leverage key integrations to streamline processes:

  • Adobe eSignature

  • Employment Verification with E-Verify

ONBOARDING BASICS

AN INTRODUCTION TO ONBOARDING AT NAMELY.

Onboarding Templates Onboarding Templates collect key information from your new hires, and supply them with key documents they can sign using eSignature prior to their start date at your company. Learn how to create, delete and edit templates.
Completing an Onboarding Session A snapshot of how new hires complete Onboarding sessions in Namely.
Rehires in Namely (using the Rehire Form) How to accommodate rehires in Namely, including tracking their original start date and rehire date using Custom Fields.
How do I update a contractor to a full-time employee? Refer to this FAQ for instructions on how to move a contractor to full-time status.

 

ADOBE ESIGNATURE 

USE ESIGNATURE TO MANAGE IMPORTANT DOCUMENTS AT ONBOARDING AND BEYOND.

How to Set Up the Adobe/Namely eSignature Integration Instructions for setting up the initial Adobe and Namely integration for eSignature documents.
How to Create Templates in Adobe Setting up Onboarding templates in Adobe eSignature.
Managing eSignature Documents How to send eSignature documents to Onboarded employees and more!

 

E-VERIFY 

UTILIZE E-VERIFY FOR EMPLOYMENT ELIGIBILITY VERIFICATION.

Enrolling in E-Verify Refer to this guide to enroll in Namely's E-Verify integration.
Creating a Case in E-Verify Instructions on how to create and submit a case using Namely's E-Verify integration.
E-Verify User Manual Download the E-Verify User Manual!

 

KNOWLEDGE CHECK AND ADDITIONAL RESOURCES

WANT TO TEST YOUR KNOWLEDGE? TRY TO ANSWER THE QUESTIONS BELOW BEFORE REVEALING THE ANSWER HIDDEN IN THE COLLAPSED FIELD! AFTER, READ OUR ADDITIONAL RESOURCES TO LEARN MORE!

Knowledge Check: Onboarding Check your knowledge of our Onboarding processes!
Namely Toolkit: Onboarding a New Employee All the information you need to optimize your processes for onboarding new hires in Namely!