This article will cover the employee point of view of the Add Employee workflow.
The new employee will first receive an email welcoming them to Shoobx. The email will contain a "Log In" button, which the employee will be able to use to either create their new account, or sign in to their pre-existing Shoobx account.
The employee will create their account, and will then be asked to verify their email using a code that will be sent to them. If they do not receive this code, they can reach out to firstname.lastname@example.org for assistance. After verifying their email, the employee will set up an account recovery method (either an additional email, or a US phone number). After that, their account is fully created.
Now, the employee can begin the process of reviewing and signing any and all employee documents. This can include an offer letter, a confidentiality and IP assignment agreement, etc. They will want to click Continue to navigate through the steps of the workflow, while filling out the required information as they go.
The final step is when the employee signs the offer documents. They'll want to click the "Sign Document" button if they accept the offer.
Once all offer documents are complete, the employee will be sent to their new Shoobx dashboard. There, they can complete any HR forms that the company has set up in their HR Administration Settings (items like W-4s and I-9s, or benefits enrollment forms).
If the employee eventually receives an equity grant, this information will also be reflected on their dashboard. They will also be able to access any documents they sign via the "My Documents" module.