• What information you will be asked to provide
• How to complete the onboarding forms
  • Get started
  • Personal details
  • Bank details
  • Employment eligibility verification (I-9)
  • Federal tax form (W-4)
  • State tax form 
  • Additional questions
  • Documents to upload (if required by your employed)
  • Forms to Sign (if required by your employer)
• How to review and submit the forms

Onboarding allows your employer to digitally collect and record vital information. This includes:

Your employer may also ask you to upload files or photos of your identity documents or relevant certificates related to your work.

How to complete the onboarding forms

You will receive an invitation link via email and SMS inviting you to start filling out your new starter details.

You will see an email or SMS like these:

Tap on Get Started and tap on each of the sections to complete your details:

Enter the following details:

• your middle name (optional)
• preferred name (optional) Note: Your preferred name is the name you’d like to be known as by your teammates but won’t be used for payroll or where your legal name is required.
• gender
• date of birth
• social security number
• home address
• emergency contact person's name
• emergency contact person's contact details
• emergency contact person's relationship

and tap Save to return to the main menu.

In the Bank Details section, you can choose payment options from paper check or direct deposit into your bank.

If you wish to receive a paper check, select Paper check and tap Save.

If you wish to receive payment via a direct deposit into your bank tap on Direct deposit.

Enter:

• the name of your banking institution
• account holder name
• account number (10-12 digit number found on your bank statements or online banking)
• routing number (9 digit number printed on the bottom of checks or bank statement)

Tap Save when you are done.

Employment eligibility verification (I-9)

In the Employment eligibility verification declaration section, declare your citizenship/immigration status by attesting, under penalty of perjury, that you are either a:

1. Citizen of the U.S. - Individuals who are born in the United State or is a naturalized citizen living in the United States.
2. Non-citizen national - Individuals born in American Samoa, certain former citizens of the former Trust Territory of the Pacific Islands, and certain children of noncitizen nationals born abroad.
3. Lawful permanent resident - also known as "Green Card" holders, LPRs are individuals who have been granted permission to live and work in the United States on a permanent basis.
4. Non-citizen authorized to work - qualified Non-Citizens are non-U.S. citizens who meet specific criteria that make them eligible for certain federal public benefits or assistance programs, even if they do not have lawful permanent resident status.

Depending on which option you selected in the above section, you will now be asked to select and nominate which identification verification documents you will be bringing to your first day of work.

You can read more about acceptable documents to establish identity and employment authorization and this U.S. government website: Form I-9 Acceptable Documents

Once you have made your selection and completed any subsequent fields that display please read the declaration you are signing and use your finger or mouse (as appropriate) to sign your signature in the box.

The date you signed the form will be auto populated.

Tap Save when you are done.

Note: you also have the option to tick a box to indicate you had the assistance of a preparer and/or translator to assist with completing this section. If you tick the box, the person who assisted you will have to complete and sign the form as shown below. If you have had multiple people to assist you, you can tick another box that appears at the bottom of the page and complete the details for those people as well

After you have submitted your onboarding form you will be sent an email reminding you what documents you have indicated you will bring to work on your first day.

If your employer has requested a copy of a document such as a driver's licence or evidence of training certification, you will see a Documents we need from you section.

If your employer has requested you complete a form and sign it, you will see a Documents you need to sign or acknowledge tab.

Tap on the Fill out document link(s) to review and sign each doument.

Read each document and tap on the field that needs to be completed. If you have been required to provide a signature tap on the field and a larger box will open up as shown below. You can either use your finger or mouse to sign within the box or have your name printed in the box or upload a photo of your signature. Once you have made a selection and added your signature tap Insert.

Tap Continue then read the eSignature Terms of Service and tap I agree.

If you have a second document to complete and sign continue using the same process until all listed documents have been signed then tap Save.

You will receive a copy of the signed documents (via email) once your manager has approved your onboarding form.

Review and submit your form

When you have successfully filled in your forms, you will see ticks against each section successfully completed and the Review and submit button has changed from gray to purple. Tap on Review and Submit.

You will be given the opportunity to review and edit your forms before submission. If any of the forms need to be edited you can go back into the section and change the details by tapping Edit button.

If all the information is correct, tap Submit at the bottom of the screen.

If you have not completed any section correctly your manager may send you another prompt to review and complete the sections in question.

You will receive your Deputy invitation email and instructions on how to log in as well as a reminder email to let you know which identity verification documents you indicated you would bring on your first day of work.

Please read more about Getting started on Deputy as an employee.