Create onboarding protocol document and send to hire
Create onboarding protocol document and send to hire
Your onboarding checklist leaves protocol agreements unsent, delaying payroll setup and compliance. Signed W-2 protocol agreements reach onboarding and payroll teams same day.
Overview
When a checklist step is marked complete, this flow creates and sends the required W-2 protocol agreement so onboarding coordinators and payroll have signed paperwork without manual handoffs. That means fewer follow-ups and documents in place same day, keeping payroll ready before the next pay run.