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Acknowledgment record
Emergency contact
Issue disciplinary report —
Begin offboarding —
The final-pay deadline is set automatically: involuntary and 72-hour-notice resignations are due the last day; a resignation without notice is due within 72 hours.
Record requirement
Use this to record an item that's already complete — upload the existing document and set the dates. Marks the requirement complete for this employee.
Checklist item
Requirement
Edit info —
Phone + SMS consent are what enable the text-reminder buttons. Login PIN, hire date, status, and location/position are changed from their own buttons, not here.
Transfer —
The employee's tasks and classification follow their new position. Pick the position they'll hold at the destination.
Wage notice (LC 2810.5) —
Employer
Workers' compensation carrier
Required at hire for non-exempt employees (Labor Code 2810.5). Fields prefill where we have the data; complete the rest, then generate the printable notice to hand over and have signed.