Sub Specialty Contractor

  • 1.  Looking to automate our onboarding process

    Posted 26 days ago

    We're a company currently using a 100% paper-based onboarding process and are looking to move to digital forms.  At this stage, we aren't looking to implement a full HR system, just a simple way for new hires to complete paperwork electronically.  What tools or approaches have you found effective?



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    Kim Timmons
    Director of Finance
    Pacific Southwest Structures, Inc.
    San Diego CA
    (619) 469-2323
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  • 2.  RE: Looking to automate our onboarding process

    Posted 26 days ago
    Hi Kim,
     
    Moving away from paper is a huge time-saver, but you are right to avoid jumping straight into a massive HRIS system if you don't need all the bells and whistles yet.
     
    I caution my clients against using basic web forms (like Google Forms or Typeform) for this, because onboarding requires collecting Social Security Numbers and legally binding signatures for W-4s and I-9s. Basic forms expose you to data privacy risks and compliance issues.
     
    The best "in-between" solution is to use a dedicated e-signature platform like DocuSign.
     
    Here is the easiest way to set it up:
     
    Take your current paper packet (W-4, I-9, Direct Deposit, Safety Handbook acknowledgment).
     
    Combine them into one single PDF.
     
    Upload that PDF into the e-sign software and save it as a "Template."
     
    When you hire someone, you just generate a link from that template and text or email it to them.
     
    They can fill out the fields and legally sign everything right from their phone before they even show up to the job site. It keeps everything secure, digitized, and requires zero heavy HR software implementation.
     
    Hope this helps!


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    Raphael Merlo
    Fractional CFO
    Bond CFO
    Birmingham MI
    (313) 566-3254
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  • 3.  RE: Looking to automate our onboarding process

    Posted 21 days ago

    Hello,

    We use Miter Payroll and we are now fully paperless for our employee onboarding.  We have uploaded all of our safety documents, employee handbooks, everything that we required to be signed and they receive a notification that it has been uploaded for their signature.

    If you have any specific questions I would be happy to answer.



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    Judy Marasco
    Assistant Controller
    W.J. O'Neil
    Livonia MI
    (734) 266-3326
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  • 4.  RE: Looking to automate our onboarding process

    Posted 19 days ago

    Moving away from paper onboarding is such a win, you'll never go back! For construction-specific companies, I'd actually suggest looking at platforms built for the trades before going the standalone forms route. Tools like Lumber handle digital onboarding and connect it to timekeeping, payroll, and HR  so new hire info doesn't have to be entered twice anywhere.



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    Erika Carosi
    Account Executive
    Lumber
    Palo Alto CA
    (717) 449-1126
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  • 5.  RE: Looking to automate our onboarding process

    Posted 16 days ago

    Hi Kim, 

    I highly recommend NatPay. Super simple to use, great pricing structure and most importantly very secure.

    Let me know if you have any questions, thanks!

    https://natpay.com/



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    Christopher Gibbons
    Resource Manager - Accounting
    Prairie Electric, Inc.
    27050 NE 10th Avenue
    Ridgefield WA 98642

    O: (360) 573-2750
    C: (360) 241-1581
    E: chrisg@prairielectric.com
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  • 6.  RE: Looking to automate our onboarding process

    Posted 17 days ago

    Hello!  We use eForms Mobile for this.  We use Sage 100 Contractor and it imports right into our accounting software.  They even fill out all their tax info (W4, I-9, State Forms) and health insurance forms.  If they want health insurance, it emails them all the benefit information.  This was completely customized to our companies needs.  They can import into other software as well.  The process is extremely automated and puts information into other places we need it, too, to cut down on double entry.  Best of luck!!



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    Rhiannon Thompson Chief Operating Officer
    Davidson Excavating
    Russiaville IN
    (765) 437-9589
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  • 7.  RE: Looking to automate our onboarding process

    Posted 17 days ago

    Hi! Remind me, is that a Paperless Environments product? 



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    Shawn Erickson CCIFP, CPA, MBA
    President and Chief Financial Officer
    C.J. Erickson Plumbing Co.
    Alsip, IL 708-224-4421
    shawn.erickson@cjerickson.com
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  • 8.  RE: Looking to automate our onboarding process

    Posted 16 days ago

    We use API integration and can teach you the same!   Please setup a meeting as we can help



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    Sandrah Vittands, PMP MBA MBA - Project Management
    CEO And Lead Consultant
    construction101forwomen.com, Llc. dba S&B Systems, LLC
    AssetTrackforCloud.com
    11811 North Freeway, Suite 490
    Houston,TX
    (248) 736-9788
    www.sandbsystems.com
    www.assettrackforcloud.com
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  • 9.  RE: Looking to automate our onboarding process

    Posted 16 days ago

    Hi Kim,

    I second Miter. It's built for construction and you can use as much or as little of it as you want. Plus, if you ever decide to move your payroll there, you are all ready to go.



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    Bobby Redinger CPA
    Strategic Leader
    Looking for Opportunity
    Edmond OK
    (405) 478-9900
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