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Generate Federal W-4 & I-9 and HR Review
This onboarding workflow collects employee information,
personal allowances, employment eligibility and an online
signature before generating Federal W-4 and I-9 documents.
The documents contain data from the form including the
employee's signature. The employee fills in data and
signs once and the information is mapped to multiple PDF
documents reducing data entry.
The new employee can review the generated PDF documents
online and confirm that they are accurate before sending
them off to the HR department for review.
After everyone has approved, the workflow emails a PDF of the
documents to the employee.
Electronic Job Application Process
This job application process collects applicant information,
educational background and previous employment history in
detail. It validates all fields to ensure that required data
is provided and that it is valid. Using the form, the applicant
can also electronically upload a resume and digitally sign.
When the application is submitted, it's routed to a hiring
manager who can either approve or reject it. Finally, it's
routed to HR. If the manager has approved it, HR can take next
steps like schedule a phone screen or perform a background check.
Otherwise, HR can file the application away for the future. When
completed, the process emails a PDF to the provided email address.
Generate Federal & [conditional] State W-4
This onboarding process collects information necessary for
generating the Federal W-4 and either the NY or CA state
W-4 documents depending on the state the employee lives in.
Only the relevant form (NY or CA) is displayed and only the
relevant W-4 is generated.
Form fields including a signature collected online are mapped
to the W-4s. The same fields can be mapped to multiple PDFs
thereby removing the need to re-enter data and sign multiple
The new hire is given the chance to review the
generated W-4s online and to confirm that there are no errors
before the documents are submitted.
Finally, an email is sent to the employee with the relevant
[3m Video] How to automate employee
Watch this 3 minute video to learn how you can
benefit from an electronic new hire on-boarding
process. Save hours of paperwork for both new
employees as well as your HR department.
Electronic new hire forms eliminate duplicate data
entry, errors and omissions. There's no need
to print for signatures and the system even generates
required Government PDFs such as a Federal or State W-4
and I-9 automatically. The new hire documents can be saved
to your HR system electronically and sent by email
to new employees for their records. Manual paperwork
is drastically reduced allowing HR to focus on what's
important – talent.
Electronic School New Hire Onboarding Process
This electronic on-boarding process for a new employee
at a school collects information necessary to setup the
new employee such as School Messenger name, computer access,
email accounts and mailing lists as well as requirements
for keys or a badge/swipe card.
When submitted, it routes first to the I.T.
department and then to Facilities so that required tasks
are completed in a systematic manner.
Automatic validation in the e-form guarantees that provided
data is complete and valid. All participants can sign electronically
and use mobile devices if desired. When
completed, the process emails a PDF of the completed on-boarding
This is a simple employee information form. It does not
include a workflow process that routes it to HR; instead
a PDF of the information is e-mailed to the HR department.
The form collects desired info such as Social Security
Number, marital status, address etc. and validates all the
data to ensure that there are no errors. As with most
frevvo forms, it is signed digitally without any need to
print, sign and scan paper. The final PDF is sent to HR
with all the data and signature for review and further
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