Purpose
The hands-on alternative to self-onboarding: you enter the new hire's details yourself, page by page, and UZIO creates the employee record at the end. It exists for the hires where waiting on someone else isn't an option — no reliable email, a same-day start, or a batch of people whose details you already hold.
Who can do this: Users whose role grants Prospect Onboarding, under Hiring and Termination in the role editor. The Employer Administrator has it by default. It is a separate permission from Hire Prospect, Send Offer Letter, and Run Background Checks, so someone can be allowed to onboard a prospect without being able to create one. See Understanding Roles and Access.
Use this when the prospect can't complete their own onboarding — no reliable email or device access, a same-day start, or you're entering a batch of hires from a spreadsheet you already have. Prefer self-onboarding when they can do it themselves: they type their own SSN, address, withholding, and bank details, which is more accurate and less work for you.
When it's available
The Onboard action appears against a prospect's name once they're ready — whether they accepted an offer letter or were added without one (statuses Offer Accepted and Saved).
The wizard
| Page | What you enter |
|---|---|
| Personal | Name, DOB, SSN, work email, and similar personal details |
| Job | Employee ID, job title, salary, and related job information |
| Additional Job (optional) | Any additional job assignment |
| Family (optional) | Family member details |
| Contact | Home address |
| Additional Information | Your company's custom fields, if any |
| Welcome Email | Customize the email the new employee receives with their registration link |
On completion, the employee record is created and the welcome email goes out — the new hire registers and takes over their own account. Direct deposit and tax withholding are completed in the employee portal; see Setting Up Employee Payroll for how the payroll side is finished.
Note: Data you enter here feeds payroll and compliance directly — treat SSN, DOB, and salary with the same care as a payroll run. Where the prospect can do it themselves, self-onboarding puts that accuracy burden at the source.
Common problems
The Onboard action isn't there
The prospect must be in Saved or Offer Accepted. If the offer is still Shared, Viewed, Rejected, Revoked, or Expired, resolve that first — the status glossary in Tracking Every Hire says what each one needs.
I started the wizard and had to stop
Nothing is lost — partial entry is saved. Resume from the prospect's action menu on the Overview tab; the option to continue an unfinished hire is there against their name. See Per-prospect actions.
The new hire never got the welcome email
Check the email address on the record first — the welcome email goes to whatever is stored there, and a wrong or stale address is the usual cause. Then re-send the registration link from the prospect's action menu.
Can I run payroll for someone whose onboarding never finished?
No. A pay run only includes employees whose onboarding is complete, and there's no self-service override. If a pay date is at risk, the fastest fix is to finish the onboarding for them — either with this wizard, or with Act on Behalf of Prospect if they're already partway through self-onboarding. If neither is possible before the cut-off, see Still stuck? below and Troubleshooting: Payroll Won't Process.
Still stuck?
If someone must be paid but cannot complete onboarding, contact UZIO Support at support@uzio.com or call +1-571-601-1752 before your pay run cut-off. Send the employee's name and employee ID, the onboarding step they're stuck on, and the pay period and pay date you need them included in.
Related articles
- How Hiring Works in UZIO: From Offer to Employee Record
- Inviting a New Hire to Onboard Themselves — the alternative
- Tracking Every Hire: Where Each Prospect Stands and What To Do Next
- Setting Up Employee Payroll — completing the payroll side
- I-9 & E-Verify — the work-authorization step that follows
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