# Employee Onboarding Process # Login ## Overview The employee onboarding process ensures that a new employee is created by the manager, receives the required login credentials at your email address, and completes the first-time setup, and finishes the onboarding process before using the Employee App and iHospitality Hub (KDS). ### Onboarding Flow **Manager Adds Employee → Welcome Email Sent → Language Selection → Employee App Login → Change Password → iHospitality Hub Login → Change iHospitality Hub Passcode → Complete Onboarding → Start Using the System** --- ## Step 1 --- Manager Adds the Employee The manager first creates the employee profile in the system. The manager enters the required employee information, including: - Employee Name - Email Address - Employee Code - Passcode - Other required employee details The **Employee Code** and **Passcode** are used to access **iHospitality Hub (KDS)**. > **Note:** Make sure the employee's email address is correct because the welcome email and Employee App login details will be sent to this address. --- ## Step 2 --- Welcome Email Is Sent to the Employee After the manager adds the employee, the system sends a welcome email to the employee's registered email address. The email provides the information required to get started.

### Welcome Email Contains | Information | Purpose | |---|---| | **Employee Name** | Identifies the employee | | **Email Address** | Used to log in to the Employee App | | **Temporary Password** | Used for the first Employee App login | | **Employee Code** | Used for iHospitality Hub (KDS) | | **Passcode** | Used for iHospitality Hub (KDS) | ### Important Credential Difference - **Employee App:** Email Address + Temporary Password - **iHospitality Hub (KDS):** Employee Code + Passcode > **Important:** The temporary password must be changed after the employee's first Employee App login. The iHospitality Hub passcode must also be changed as part of the initial setup. --- ## Step 3 --- Select Your Language Before logging in to the Employee App, choose the language you are most comfortable using. 1. Open the **Employee App**. 2. Select your preferred language from the available language options. 3. Continue to the Employee App login screen. > **Note:** Choose the language you are most comfortable with. The selected language will be used throughout the Employee App where supported.

--- ## Step 4 --- Log In to the Employee App After selecting your preferred language, log in to the **Employee App** using one of the available login methods. The Employee App provides three ways to log in: 1. **Email Address + Password** 2. **Face Login** 3. **Email OTP** ### 1. Log in with Email Address and Password Use the email address and temporary password provided in the welcome email. 1. Enter your registered **Email Address**. 2. Enter your **Password**. 3. Tap **SIGN IN** button. 4. If this is your first login, you may be required to change the temporary password. #### Login Credentials | Field | Description | |---|---| | **Email Address** | Employee's registered email address | | **Temporary Password** | Temporary password received in the welcome email | ### Screenshot

--- ### 2. Log in with Face If **Face Login** is available and has been set up for the employee, the employee can use facial recognition to access the Employee App. 1. Select **FACE LOG IN** on the login screen. 2. Position your face within the camera area. 3. Follow the on-screen instructions. 4. If your face is successfully verified, you will be logged in to the Employee App. 5. If your face cannot be verified, the message "Face Recognition Failed!" will be displayed. Try again by positioning your face correctly within the camera area.

> **Note:** Make sure your face is clearly visible and there is sufficient lighting for successful face recognition. --- ### 3. Log in with Email OTP You can also log in using a **One-Time Password (OTP)** sent to your registered email address.

01 EMAIL LOGIN

Enter your email

Enter your registered **Email Address** and tap ** Log in with Email OTP**.

02 VERIFY OTP

Check your email

A mail with the OTP has been sent to your registered Email Address.

⏱ OTP valid for 5 minutes

03 SIGN IN

Verify & Sign In

Enter the OTP received from the email.

> **Important:** 💡 Didn't receive the OTP? After 5 minutes, tap Resend OTP to receive a new OTP in your registered email.
> The OTP is valid for a limited time. Use the latest OTP received in your email. > **Note:** Use the login method available to you on the Employee App. For the first login, use the temporary password provided in the welcome email if you are using **Email + Password** login.
# Mandatory Password Setup #### What You Need to Complete > After an employee logs in for the **first time**, the employee must complete the password setup before continuing to use the app. During the first-time login onboarding, you will see the **Change Password** screen with two tabs: | Tab | Purpose | Required | |---|---|:---:| | **Change Password** | Updates your Employee App login password | ✅ Yes | | **Change Hardware Password** | Updates your iHospitality Hub login passcode | ✅ Yes | > ⚠️ **Important:** Both password changes are required during first-time onboarding. --- ### 1. Change Employee App Password The **Change Password** tab is used to replace the temporary/current Employee App password with your new secure password.

#### Step 1 — Open the **Change Password** tab Select the **Change Password** tab. > 💡 The selected tab is highlighted in **purple** with an underline. The field is marked with a red `*` because it is required.
👁️ Use the **eye icon** on the right to show or hide the password. --- #### Step 2 — Enter the **Old Password** In the **Old Password** field: - Enter your current Employee App password. - This is the password you used to log in for the first time. **Placeholder:** `Enter old password.` --- #### Step 3 — Enter the **New Password** In the **New Password** field: - Enter the new password you want to use for the Employee App. - Make sure it follows **all password requirements** shown below the fields. **Placeholder:** `Enter new password.` #### 🛡️ Password Requirements Your new password must contain: - ✅ At least **8 characters** - ✅ At least **one number** - ✅ At least **one symbol** — such as `! @ # $ % ^ & * _ -` - ✅ At least **one uppercase letter** — `A–Z` - ✅ At least **one lowercase letter** — `a–z` > 🟢 **Tip:** Use a password that is difficult for others to guess and do not reuse a password you use elsewhere. --- #### Step 4 — Enter the **Confirm Password** In the **Confirm Password** field: - Enter the **same new password** again. - The confirmation must match the New Password. **Placeholder:** `Enter confirm password.` > ⚠️ **Check before saving:** Make sure **New Password** and **Confirm Password** are exactly the same. --- #### Step 5 — Click **SAVE** After completing all three fields and meeting the password requirements:

> ✅ **Success:** Your Employee App password has been changed to the new password. --- ### 2. Change iHospitality Hub Password After changing the Employee App password, use the **Change Hardware Password** tab to change the hardware/iHospitality Hub passcode.

#### Step 1 — Select **Change Hardware Password** At the top of the **Change Password** screen, select: **Change Hardware Password** > 💡 The selected tab is highlighted in **purple** with an underline. The field is marked with a red `*` because it is required.
👁️ Use the **eye icon** on the right to show or hide the password. > --- #### Step 2 — Enter the **Old Passcode** In the **Old Passcode** field: - Enter your current iHospitality Hub hardware passcode. **Placeholder:** `Enter old passcode.` --- #### Step 3 — Enter the **New Passcode** In the **New Passcode** field: - Enter the new passcode you want to use for the iHospitality Hub hardware login. **Placeholder:** `Enter new passcode.` --- #### Step 4 — Enter the **Confirm Passcode** In the **Confirm Passcode** field: - Enter the same new passcode again. - Make sure it matches the **New Passcode** exactly. **Placeholder:** `Enter confirm passcode.` > ⚠️ **Check before saving:** **New Passcode** and **Confirm Passcode** must match. --- #### Step 5 — Click **SAVE** After entering all required information. Click **SAVE** to update your iHospitality Hub hardware passcode.

> ✅ **Success:** Your iHospitality Hub hardware passcode has now changed. --- > 🟢 **Onboarding Complete:** Once both required passwords have been changed successfully, the first-time password setup is complete. --- #### 🔒 Security Tips - 🔐 Keep your new passwords/passcodes private. - 👀 Do not share your password with other employees. - 🚫 Avoid using easily guessed information. - 📝 Store your credentials only in an approved secure password manager, if provided by your organization. - 🔄 Use the updated credentials for future logins.
# Profile Update After completing the **Mandatory Password Setup**, the employee is taken to the **Edit Profile** flow. The profile update process is divided into **5 steps**: > **Employee Details → Personal Details → Payroll Details → Address Details → Identity Documents → Emergency Contact Details → Tax Withholding → Select Payment Options** > **Tax Withholding** and **Select Payment Options** are shown only when **ADP payroll is not enabled** for the property. If ADP payroll is enabled, those two steps are hidden, and the employee finishes after **Emergency Contact Details**. Each step contains information that the employee should review or complete before moving to the next step. --- ## Profile Update Steps | Step | Section | Purpose | |:---:|---|---| | **1** | **Employee Details** | Review employment and organization information | | **2** | **Personal Details** | Review and complete personal information | | **3** | **Payroll Details** | Review and complete payroll information | | **4** | **Address Details** | Add or update address information | | **5** | **Identity Documents** | Provide required identity document information | | **6** | **Emergency Contact Details** | Add at least one emergency contact | | **7** | **Tax Withholding** | Complete Form W-4. Shown only when ADP payroll is off | | **8** | **Select Payment Options** | Set up direct deposit. Shown only when ADP payroll is off | > **💡 Tip:** Complete each step carefully and select **Save & Continue** to move to the next section. --- ### Step 1 — Employee Details The **Employee Details** section displays the employee's employment and organization information. All fields in this step are **disabled and read-only**. Employees can review the information but **cannot edit or change these fields**. If any information is incorrect, contact your **manager or administrator**.

| **Field** | **Description** |---|--- | **Property** | Displays the property where the employee is assigned. | **Employee Code** | Displays the unique employee code assigned to the employee. | **Userrole** | Displays the role assigned to the employee, such as **Housekeeping** or **Employee**. | **Department** | The department(s) associated with the employee, such as **Front Desk, Laundry, Management, or Valet/Parking**. | **Hire Date** | The employee's official hire/start date recorded in the system. | **Employee Group** | The employee group assigned to the employee, such as **Employee**. | **Employment Type** | The employee's employment classification, such as **Full Time**. #### ▶️ Continue to the Next Step > After reviewing all Employee Details, tap **Save & Continue** button. **⚠️ If any Employee Details are incorrect:** Contact your manager or administrator. These fields are disabled and cannot be updated by the employee. --- ### Step 2 — Personal Details The **Personal Details** section contains the employee's personal information. Some information may already be populated, while other fields may require the employee to enter or update information. Fields marked with a **red `*`** are required.

| **Field** | **Description** | **Required** | |---|---|:---:| | **First Name** | Employee's first/given name. | ✅ Yes | | **Middle Name** | Employee's middle name, if applicable. | No | | **Last Name** | Employee's family/last name. | ✅ Yes | | **Gender** | Employee's gender. | ✅ Yes | | **SSN** | Employee's Social Security Number. | No | | **Confirm SSN** | Re-enter the SSN to confirm that it was entered correctly. | No | | **Date of Birth** | Employee's date of birth. | ✅ Yes | | **Contact** | Employee's contact/mobile phone number. | ✅ Yes | | **Email** | Employee's registered email address. | ✅ Yes | --- ### Step 3 — Payroll Details The **Payroll Details** section contains employee payroll and compensation information. Fields marked with a **red `*`** are required.

| **Field** | **Description** | **Required** | |---|---|:---:| | **Employee ID** | Employee ID to Access iHospitality Hub. | No | | **Passcode** |Passcode to Access iHospitality Hub. | ✅ Yes | | **Associate ID** | ADP Employee's associate identification number. | No | | **Payroll File No** | ADP Payroll file/reference number associated with the employee. | No | | **Payroll Group** | Selects the payroll group assigned to the employee. | No | | **Pay Cycle** | Selects the frequency or cycle used to process the employee's pay. | No | | **ADP Template** | Selects the applicable ADP payroll template. | No | | **Payroll Type** | Specifies how the employee is paid, such as Hourly. | ✅ Yes | | **Hourly Wage** | Specifies the employee's hourly wage when the payroll type is Hourly. | ✅ Yes | > **🔐 Security:** Keep your **Employee ID** & **Passcode** confidential and do not share it with other employees. --- ### Step 4 — Address Details The **Address Details** section is used to provide the employee's address and location information.

| **Field** | **Description** | **Required** | |---|---|:---:| | **Latitude** | Geographic latitude associated with the employee's address/location. | No | | **Longitude** | Geographic longitude associated with the employee's address/location. | No | | **Street Address** | Employee's street/residential address. | No | | **Country** | Select the employee's country. | No | | **State** | Select the employee's state or region. | No | | **City** | Select the employee's city. | No | | **Zip Code** | Enter the postal/ZIP code associated with the address. | No | Enter or select the required information and tap **Save & Continue**. --- ### Step 5 — Identity Documents The **Identity Documents** section is the final step of the Profile Update process. Employees can provide the required identity information and upload the documents requested by the organization.

| **Field** | **Description** | **Required** | | ------------------------- | -------------------------------------------------------------------------- | :-------------------: | | **Profile Pic** | Displays the employee's profile picture. | No | | **Driving License Image** | Upload a clear image of the employee's driving license when required. | No | | **SSN Image** | Upload the required SSN document image when requested by the organization. | No | | **Facial Images** | Capture clear facial photographs for face verification and face login. | **At least 2 images** | > **🔒 Privacy Reminder:** Only upload documents requested by your organization. Make sure all uploaded images are clear and belong to the employee. ##### **Facial Images** The Facial Images option is used to capture the employee's face for face verification and face login during application login. > ⚠️ Important Requirement: Please upload **at least 2 clear photographs** of your face with your face clearly visible.

##### **How to Capture Facial Images** 1. Tap Facial Images in the Identity Documents section. 2. The Face Verification screen will open. 3. The camera will display a circular area for face positioning. 4. Position your face inside the circle. 5. Make sure your entire face is clearly visible. 6. Look directly at the camera and keep your face steady. 7. Avoid covering your face with your hand, mask, sunglasses, or other objects. 8. Make sure there is sufficient lighting and avoid strong light directly behind you. 9. Capture the photograph when your face is properly positioned. 10. Repeat the process until at least 2 clear facial images have been captured. > 🎯 **Face Login**: The captured images are displayed below the Facial Images field. Review the images before completing the profile. If an image is unclear or does not show your face properly, use the Delete icon on the image and capture a new one.

At least 2 clear facial images are required to enable face login during application login. Make sure your face is clearly visible in every captured image. > --- ### Step 6 — Emergency Contact Details The **Emergency Contact Details** section is used to record people the organization can contact in an emergency. This step allows more than one contact. Enter the contact information, tap **ADD**, and the contact is added to the list below the form. Repeat this for each contact. At least **one** emergency contact must be added before you can continue. A contact number or email that is already in the list cannot be added again. Fields marked with a **red `*`** are required. | **Field** | **Description** | **Required** | |---|---|:---:| | **Contact Name** | Full name of the emergency contact. | ✅ Yes | | **Relationship** | How this person is related to the employee. The list shows the active relationships set up for the organization. | ✅ Yes | | **Contact No.** | Phone number of the emergency contact. Enter up to 10 digits. | ✅ Yes | | **Email** | Email address of the emergency contact. | No | After a contact is added, it appears in the table with these columns: | **Column** | **Description** | |---|---| | **Contact Name** | Name entered for the contact. | | **Relationship** | Relationship selected for the contact. | | **Contact No.** | Phone number entered for the contact. | | **Email** | Email entered for the contact. Blank if none was provided. | | **Actions** | **Edit** loads the contact back into the form so it can be changed. **Delete** removes the contact from the list. | #### How to add a contact 1. Enter **Contact Name**. 2. Select **Relationship**. 3. Enter **Contact No.** 4. Enter **Email**, if available. 5. Tap **ADD**. 6. Confirm the contact appears in the table. 7. Repeat for any additional contacts. 8. Tap **Save & Continue**. #### How to change or remove a contact 1. In the table, tap the **Edit** icon on the contact. 2. The form fills with that contact’s details, and the button changes to **UPDATE**. 3. Change the information and tap **UPDATE**, or tap **CANCEL** to leave the contact unchanged. 4. To remove a contact, tap the **Delete** icon on that row. > **⚠️ Required:** You cannot leave this step until at least one emergency contact has been added. --- ## When Tax Withholding and Select Payment Options appear | Step | Section | When it is shown | |:---:|---|---| | **7** | **Tax Withholding** | Only when **ADP payroll is not enabled** for the property. | | **8** | **Select Payment Options** | Only when **ADP payroll is not enabled** for the property. | > **💡 Tip:** If ADP payroll is enabled for the property, steps 7 and 8 are hidden. Federal withholding and direct deposit are then handled in ADP, and the employee completes the profile after the Emergency Contact Details section. --- ### Step 7 — Tax Withholding The **Tax Withholding** tab is shown only when **ADP payroll is not enabled** for the property. This step collects the employee’s **Form W-4, Employee’s Withholding Certificate**. The employee walks through the questions, the app generates the completed W-4, and the employee reviews and signs it electronically. A **Download blank Form W-4** link is available at the top of the step. If a W-4 was saved earlier, **VIEW SAVED TAX FORMS** opens that form. > **⚠️ Unsaved changes:** Leaving this tab before you finish discards the answers entered in the current session. The app asks you to confirm before switching tabs. The withholding questions are divided into **7 inner steps**. Use **NEXT** to move forward and **BACK** to return. **RESET** clears the current answers and returns to the first question. | Inner step | Screen | Required to continue | |:---:|---|---| | **1** | Confirm your information | Review only | | **2** | Are you a nonresident alien? | ✅ Yes | | **3** | Filing / marital status | ✅ Yes | | **4** | Are you tax-exempt? | ✅ Yes | | **5** | Multiple jobs and dependents | No. Skipped if you claim exemption. | | **6** | Other adjustments | No. Skipped if you claim exemption. | | **7** | Review and sign | ✅ Yes. The acknowledgement box must be checked. | #### Inner step 1 — Is this information correct? This screen shows the name, home address, and Social Security number already saved on the profile. These values are **read-only**. | **Field** | **Description** | **Editable** | |---|---|:---:| | **Your first name, middle, and last name** | The employee’s name from the profile. | No | | **Your home address** | The street address from Address Details. | No | | **Your Social Security number** | The SSN from Personal Details. | No | > If the name or address is incorrect, contact your HR representative and have it corrected before you continue. #### Inner step 2 — Are you a nonresident alien? Select one option. You are a nonresident alien if you are not a U.S. citizen and you do not meet the green card test or the substantial presence test for the calendar year (January 1–December 31). | **Option** | **Description** | **Required** | |---|---|:---:| | **I'm a nonresident alien.** | Select this if you are a nonresident alien. Extra IRS instructions are shown, including links to **Notice 1392**, **Publication 519**, and **Form SS-5**. | One option is required | | **I'm a US citizen or a resident alien.** | Select this if you are a U.S. citizen or a resident alien. | One option is required | If **I'm a nonresident alien** is selected, the later questions follow nonresident-alien rules: - Filing status is set to **Single or Married filing separately**. The other filing statuses cannot be selected. - **I claim exemption from withholding** cannot be selected. The answer is set to **I do not claim exemption from withholding**. - Multiple-jobs and dependent instructions for nonresident aliens are shown on the next screens. #### Inner step 3 — What is your filing/marital status? Select the filing status that should be used on Form W-4. | **Option** | **Description** | **Required** | |---|---|:---:| | **Single or Married filing separately** | Use this status if you file as single, or if you are married and file a separate return. This is the only status available for a nonresident alien. | One option is required | | **Married filing jointly or Qualifying surviving spouse** | Use this status if you are married and file a joint return, or if you are a qualifying surviving spouse. Disabled for a nonresident alien. | One option is required | | **Head of household** | Use this status only if you are unmarried and you pay more than half the cost of keeping up a home for yourself and a qualifying individual. Disabled for a nonresident alien. | One option is required | #### Inner step 4 — Are you tax-exempt? Select whether federal income tax should be withheld. Refer to the instructions on Form W-4 before choosing exemption. | **Option** | **Description** | **Required** | |---|---|:---:| | **I claim exemption from withholding** | Select this only if both of these are true: last year you had no federal income tax liability, and this year you expect to have no federal income tax liability. A new Form W-4 is required next year. Disabled for a nonresident alien. | One option is required | | **I do not claim exemption from withholding** | Federal income tax will be withheld based on the rest of the form. | One option is required | > If you claim exemption, the app skips **Multiple Jobs** and **Other Adjustments** and opens the completed W-4 for review. #### Inner step 5 — Multiple Jobs or Spouse Works Complete this step if you hold more than one job at a time, or if you are married filing jointly and your spouse also works. Withholding depends on income from all of those jobs. Do **only one** of the following: | **Choice** | **What to do** | |---|---| | **a. IRS estimator** | Use the estimator at **www.irs.gov/W4App** for the most accurate withholding, including Steps 3–4 of Form W-4. Use this option if you or your spouse have self-employment income. | | **b. Multiple Jobs Worksheet** | Use the worksheet on Form W-4 and enter the result in **Extra Withholding** on the next screen. | | **c. Multiple Jobs checkbox** | If there are only two jobs, select this checkbox to use the optional higher withholding table. | | **Field** | **Description** | **Required** | |---|---|:---:| | **Multiple Jobs** | Checkbox. Select it when there are only two jobs and you want the higher withholding table. | No | ##### Claim Dependents This section sets the child tax credit and the credit for other dependents. Complete it for **only one job** in the household when you have multiple jobs and your income will be **$200,000 or less** (**$400,000 or less** if married filing jointly). Withholding is most accurate when this is completed on the highest-paying job. | **Field** | **Description** | **Required** | |---|---|:---:| | **Number of qualifying children under age 17** | Number of qualifying children under age 17. The credit amount for those children is calculated beside the count. | No | | **Number of other dependents** | Number of other dependents. The credit amount for those dependents is calculated beside the count. | No | | **Total dependent amount** | Total of the child amount and the other-dependents amount. This field is calculated and cannot be typed. It can also reflect other credits, such as education tax credits and foreign tax credit. Adding those credits increases the paycheck and reduces any refund when the return is filed. | Calculated | #### Inner step 6 — Other Adjustments Complete **Other Income** and **Deductions** for only one job in the household, preferably the highest-paying job. | **Field** | **Description** | **Required** | |---|---|:---:| | **Other Income** | Other income you expect this year that will not already have tax withheld, such as interest, dividends, and retirement income. Do not include income from any job. Entering an amount here increases withholding. | No | | **Deductions** | Amount from the Form W-4 Deductions Worksheet when you expect to claim deductions other than the basic standard deduction, including itemized deductions, student loan interest, and IRAs. If this is left blank, the standard deduction is applied. | No | | **Extra Withholding** | Additional tax to withhold from each pay period. Entering an amount reduces the paycheck and either increases the refund or reduces tax owed. | No | #### Inner step 7 — Review and sign The completed Form W-4 is shown on the screen. Scroll through the entire form. **Print completed form** prints the generated PDF. | **Field** | **Description** | **Required** | |---|---|:---:| | **Acknowledgement** | Check the box to declare, under penalties of perjury, that the certificate is true, correct, and complete, and to provide an electronic signature. The form is not valid until this box is checked and **Save & Continue** is tapped. | ✅ Yes | #### Continue to the next step 1. Review the generated Form W-4. 2. Check the acknowledgement box. 3. Tap **Save & Continue**. The completed W-4 is saved with the profile, and the flow moves to **Select Payment Options**. --- ### Step 8 — Select Payment Options The **Select Payment Options** tab is shown only when **ADP payroll is not enabled** for the property. This step sets up **direct deposit**. Pay can be sent to one bank account or split across more than one checking or savings account. The screen shows each saved account and an **Add bank account** card. | **Item** | **Description** | |---|---| | **Reveal account details** | Turn this on to show the full account number. While it is off, only the last four digits are shown. | | **Account #** | The account number, masked unless **Reveal account details** is on. | | **Deposit Amount** | How much of each paycheck goes to that account: **100.0%** for Everything, a dollar amount for a specified amount, or a percent for a percentage of pay. | | **Edit** | Opens that account so it can be changed. | | **Delete** | Asks for confirmation, then removes the account. | | **Add bank account** | Starts the direct-deposit setup for a new account. | #### Add or edit a bank account Direct deposit sends pay to an existing checking or savings account. Adding or editing an account has **4 steps**: **Routing Number → Account Number → Account Type → Review**. Tap **NEXT** to move forward, **BACK** to return, and **CANCEL** to leave without saving the account. On the last step, tap **ADD** for a new account or **SAVE** when editing an existing account. A sample check image is shown on the routing-number and account-number screens so the numbers can be read from a check. ##### Account step 1 — Routing Number | **Field** | **Description** | **Required** | |---|---|:---:| | **Routing Number** | The bank’s 9-digit routing number, usually the first group of numbers on a check. It must be exactly 9 digits and a valid routing number. | ✅ Yes | | **Confirm Routing Number** | Re-enter the routing number. It must match **Routing Number**. | ✅ Yes | ##### Account step 2 — Account Number | **Field** | **Description** | **Required** | |---|---|:---:| | **Account Number** | The bank account number. Digits only, 4 to 17 digits. | ✅ Yes | | **Confirm Account Number** | Re-enter the account number. It must match **Account Number**. | ✅ Yes | ##### Account step 3 — Account Type | **Field** | **Description** | **Required** | |---|---|:---:| | **Account Type** | **Checking** or **Savings**. | ✅ Yes | | **Everything** | Deposit the full net pay into this account. The deposit amount is shown as **100%**. | One deposit option is required | | **Specified Amount** | Deposit a fixed dollar amount into this account. **Partial Net** appears and is required. The amount must be greater than 0 and less than 100,000,000. | One deposit option is required | | **Percentage of Pay** | Deposit a percentage of net pay into this account. **Percent** appears and is required. The percent must be greater than 0 and less than 100. | One deposit option is required | | **Use this account for bonus pay only** | When selected, this account is used only for bonus pays. It is not used for a bonus amount paid in a regular payroll. | No | | **Priority #** | The order used when pay is split. A lower number is paid first. This field appears only for **Specified Amount** or **Percentage of Pay**, and only when **Use this account for bonus pay only** is not selected. It must be greater than 0. | ✅ Yes, when it is shown | > Changing the deposit option clears **Partial Net**, **Percent**, and **Priority #** so the new option can be entered again. ##### Account step 4 — Review The screen shows the account type (**Checking** or **Savings**), routing number, account number, and the amount per paycheck. | **Field** | **Description** | **Required** | |---|---|:---:| | **I've double-checked my account number** | Turn this on after you confirm the routing number and account number are correct. | ✅ Yes | | **I agree to the terms and conditions** | Turn this on to authorize the employer, or its payroll provider, and the bank to deposit the indicated net pay into this account on each pay date, and to recover any funds deposited in error. Open **terms and conditions** to read the full authorization before agreeing. | ✅ Yes | Both switches must be on before **ADD** or **SAVE** is available. The authorization states that: - Net pay, or the selected portion of it, may be deposited into the account on each pay date. - Funds deposited by mistake may be returned to the employer or payroll provider. - The deposit may not be credited until **5:00 pm** on the pay date shown on the check voucher. - The employee is responsible for confirming that wages are deposited into the correct account on each pay date. #### Complete payment setup 1. Add each bank account and confirm it appears on the payment screen. 2. Review the deposit amount on each account. 3. Tap **Save Changes**. The profile update is completed successfully. > **🔐 Security:** Keep routing numbers, account numbers, and the direct-deposit authorization private. Use **Reveal account details** only when you need to confirm an account, then turn it off.

# Compliance Policy ## Overview The **Policy Review** feature allows employees to read company policies, review policy documents, and record whether they **Agree** or **Disagree** with each policy. Employees can access policies in two ways: 1. **During onboarding** — policies can be presented as part of the employee onboarding/compliance process. 2. **From the Profile page** — employees can open **Compliance Policy** at any time to review pending or previously accepted policies. --- #### **1. Policy Review During Onboarding** During employee onboarding, the employee may be required to review company policies before completing the onboarding process. When a policy is presented, the employee is taken to the **Policy Review** screen.

##### **Step 1 — Open the Policy Review Screen** The policy review screen displays the policy information at the top. The header includes: | Item | Description | |---|---| | **Policy Review** | Indicates that the employee is currently reviewing a company policy. | | **Policy Name** | Name/title of the policy being reviewed. | | **Policy Number** | Unique policy identifier. | | **Policy Type/Scope** | Indicates the policy category or scope. | | **Version** | Displays the policy version. | | **Policy** | Indicates that the content being displayed is a policy document/content. | | **Close (X)** | Closes the policy review window. | > **Important:** If the policy is mandatory, the employee should complete the review and provide a response before continuing with the applicable onboarding process. --- ##### **Step 2 - Understand the Policy Progress Indicator** Below the policy header, the screen displays the current policy position and progress. For example: > **1 of 2** This means the employee is currently reviewing the **first policy out of two policies** in the current review sequence. The progress bar provides a visual indication of how much of the policy review sequence has been completed. When multiple policies are assigned, the employee continues through them one by one. --- ##### **Step 3 - Read the Policy Content** The **Policy Content** section contains the actual policy information. Employees should scroll through the content and read the policy carefully. A policy may contain sections such as: - Purpose - When the policy can be used - Employee responsibilities - Procedures - Restrictions - Required actions - Other policy-specific rules > **Employee instruction:** Read the complete policy content before selecting **Agree** or **Disagree**. --- ##### **Step 4 - Agree & Continue**

**Agree & Finish** - Use this button when the employee has read and accepted the policy. **Disagree** - The **Disagree** button allows an employee to indicate that they do not agree with the policy. Selecting **Disagree** does not immediately complete the action. The system opens a reason section where the employee must explain why they disagree. Then tap **Submit & Continue**.

The system records the employee's acceptance and moves to the next required policy, if one exists. If the employee is reviewing the final required policy, the button may change to: --- #### **Why is a Reason Required?** The reason provides management/HR with context about why the employee did not accept the policy. The reason should be: - Clear - Specific - Professional - Related to the policy - Useful for management/HR review Avoid entering vague reasons such as: > "I don't agree." Instead, provide enough information to explain the concern. --- #### **2. Policy Review from the Profile Page** Employees can also access policies after onboarding from the **Profile** page. 1. Open the Employee App. 2. Navigate to **Profile** using the bottom navigation. 3. The Profile page displays employee account information and available profile options. 4. Locate **Compliance Policy**. 5. Tap **Compliance Policy**.

#### **Understanding Policy Status** Each policy is displayed as a separate policy card.

> 🟡 **Pending Review** - A yellow/orange **Pending Review** status means the employee still needs to review and respond to the policy. > > 🟢 **Agreed** - A green **Agreed** status means the employee has already accepted the policy. > > 🔴 **Disagreed** - A red **Disagreed** status means the employee previously rejected/disagreed with the policy. The policy card may display the employee's submitted reason and provide a **Review** button. --- #### **View Document** This indicates that a policy document/file is available. Tapping the **View Document** button allows the employee to open or download the associated policy documentation.

> **Note:** The **Document** button is only shown when a document is available for that policy.