Summary
This article will show you how to add an employee to CyberHire/Onboard without sending them any paperwork to fill out (they may be sent paperwork later).
You may want to do this if you already have employees who have been onboarded, but would like to send them future paperwork digitally through the CyberHire/Onboard system.
Walk-Through
Simply put, you can add workers as you normally do, but de-select all the forms for them to fill out. In more detail, the steps are:
1. While logged in as an admin, go to the invite worker button and click it.
2. Type in their name, email and the other information you know. In the worker details section, select their role - employee or independent contractor. You do not need to add the hire date.
3. Scroll down to the Forms & Documents area, shown below. De-select the forms you do not want to send - such as W-4, I-9, direct deposit or W-9. If you have custom documents you still do want them to see, of course keep those checked. If you do not want them to receive any custom document, they you will also want to de-select those.
Here is an example of what that may look like before you de-select the forms:
Here is what it would look like after you deselect all forms:
4. Now the existing worker will receive an email invitation to the system and they will be able to input their basic information, but they won't need to fill in anything else at at this time (if you deselected all forms and documents). Now they can receive documents through the system in the future.