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Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for use by only HKP and trusted partners. Unauthorized distribution of these documents, in any form or means including electronic, mechanical, photocopying or otherwise is prohibited. Delivered by

Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Page 1: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Onboarding Wizard

All ideas and information contained within these documents are the intellectual property

rights of HKP. These documents are not for general distribution and are meant for use by

only HKP and trusted partners. Unauthorized distribution of these documents, in any form or

means including electronic, mechanical, photocopying or otherwise is prohibited.

Delivered by

Page 2: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

iSolved ii

Contents

Introduction ................................................................................................................ 1

Navigation .................................................................................................................. 2

Required Information ................................................................................................... 2

Onboarding Wizard ...................................................................................................... 3

Welcome ................................................................................................................. 3

Employee Data......................................................................................................... 4

Other Employee Data ................................................................................................ 4

I-9 Information ........................................................................................................ 5

Tax Information ....................................................................................................... 6

EEO and Veterans Data ............................................................................................. 9

Education ................................................................................................................ 9

Employee Contacts ..................................................................................................10

Prior Employments ..................................................................................................11

Certifications ..........................................................................................................12

Skills .....................................................................................................................12

Direct Deposit .........................................................................................................13

Confirmation Statement ...........................................................................................14

Page 3: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Introduction

You can use the iSolved Onboarding Wizard to complete your new hire paperwork

electronically.

Before you begin, here are few important things you’ll need in order to complete the

onboarding process:

Social Security number

Address

Tax filing status and allowances

To begin the onboarding process, you will receive an email with a link to an authentication

page where you will set up a password and security challenge question. Note that your

session will expire after 20 minutes of inactivity. Information that you enter will be saved if

you log out and return to complete the process later.

If you need to return to the Onboarding Wizard after authenticating your user credentials, follow

these steps:

1. Go to https://hkp-usa.com.

2. Enter your username (your email address) and the password you created during

authentication. If you forgot your password, click the forgot password link and reset

your password.

3. Click Login.

Here is an example of the welcome email:

Page 4: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Navigation

It’s best to move through the pages in the Onboarding Wizard in order, because information

you enter on earlier pages will appear automatically on later pages so you don’t have to

enter that information twice. For example, if you enter your birth date on the Other

Employee Data page, you will not need to reenter it on the I-9 Info page.

Move through the wizard by clicking the Next button at the top of the page. You can return

to previous pages by clicking Previous. You can also select a page from the menu on the

left side of the Onboarding Wizard to navigate directly to that page.

Required Information

Fields with an asterisk in front of the title are required. You won’t be able to move to the

next page until you enter information in required fields.

Page 5: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Onboarding Wizard

The pages that appear in the Onboarding Wizard will depend on your company’s

requirements. Some of the pages described in this document may not appear when you

complete the Onboarding Wizard. The following pages of this document provide a brief

description for each page along with important things to note when completing the

Onboarding Wizard.

Welcome

The Welcome page will show some basic information about

you, and may include a customized message from your new

employer.

Any documents attached to the Welcome page that have a

Sign Acknowledgment button below them must be

acknowledged before you can complete the onboarding

process. Select the checkbox and click Sign

Acknowledgment to acknowledge reading the document.

Page 6: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Employee Data

Enter your name and address on the

Employee Data page.

Other Employee Data

Enter your Social Security number, birth date, and other personal information on the Other

Employee Data page.

Page 7: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

I-9 Information

Form I-9 is required for employers to prove that you are legally authorized to work in the

United States.

Select your citizenship or immigration status from the drop-down.

Enter your full name in the Signature of Employee field as it appears in the fields at the

top of the I-9 Information page.

Double-check to be sure your information in each field is correct.

Then click Sign Form to complete the I-9 Information page.

Once you click Sign Form, you can view a copy of your I-9 by clicking the Click Here link.

Page 8: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Tax Information

The Tax Information wizard determines how much should be withheld for federal, state and

local taxes. State and local tax questions will appear if applicable based on your address and

your work location.

Click Start to begin the Employee Withholding Resource Center wizard.

Note: Complete the tax information wizard before moving to the next page in the

Onboarding Wizard. Use the navigation buttons within the Employee Withholding Resource

Center instead of the Next button at the top of the Tax Information page.

Page 9: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Select Help me determine which withholding forms apply to me and click Continue.

Move through the Employee Withholding Resource Center wizard by clicking the Next button

at the bottom of the page.

You do not need to complete a personal allowances worksheet. If you select Yes, you can

work through the W-4 line by line. If you select No, you can simply select your filing status

and enter the number of allowances you are claiming and any additional amount you will

contribute in taxes.

Page 10: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Move through the Employee Withholding Resource Center wizard by clicking the Next button

at the bottom of the page.

Once you have completed your federal withholding, select the checkbox to declare that the

information is accurate and enter the last four digits of your Social Security number. Then

click Submit Form.

Click Continue to complete state and local withholding if applicable.

Once you have completed any applicable state and local withholding, click Finish.

Once you receive the message below, click Next at the top of the page to continue through

the Onboarding Wizard.

Page 11: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

EEO and Veterans Data

Enter Equal Employment Opportunity and veteran information on the EEO and Veterans Data

page.

Note that “Chose not to answer” may be selected from the EEO Information drop-downs.

Education

Click Add New to add your education information.

Page 12: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Employee Contacts

Click Add New to enter emergency contacts and benefit dependents or beneficiaries on the

Employee Contacts page.

Page 13: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Prior Employments

Click Add New to enter prior employment information.

Page 14: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Certifications

Click Add New to select any certifications that apply.

Skills

Click Add New to select any skills

that apply.

Page 15: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

Direct Deposit

Enter your bank account information for direct deposits on the Direct Deposits page.

Select “Prenote” from the status drop-down to send a prenote file to your bank to verify the

account information.

Page 16: Onboarding Wizard - HKP · Onboarding Wizard All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general

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Confirmation Statement

Review your information on the Confirmation Statement. All required information must be

entered in the Onboarding Wizard before you can submit your onboarding information.

If any pages are listed in the Action Required section, return to those pages and complete

the required information. If the Welcome page is listed, a document is still requiring your

acknowledgement. Return to the Welcome page and click the Sign Acknowledgement

button.

Once you’ve entered all the required information, click Submit.

If you need to make any changes after you’ve submitted your information, contact HR.