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Employee Onboarding

• 1. General User Functions
  • 1.1. Logging into your EOS portal for the first time
  • 1.2. Changing your password
  • 1.3. EOS Password Requirements
  • 1.4. What to do when you can't remember your password
  • 1.5. Secure Computer Setting on EOS Login Screen
• 2. Dashboard
  • 2.1. Dashboard Overview
• 3. Inbox
  • 3.1. Inbox Overview
• 4. Queue
  • 4.1. Queue Overview
• 5. Employees
  • 5.1. Work with the Employee List
  • 5.2. Set Up a New Hire & Complete Pre-Onboard Steps
  • 5.3. Complete the Employer portion of a New Hire's documents
  • 5.4. Export an Employee's Data
  • 5.5. Edit an Employee's Information, including Login Name
  • 5.6. Reset an Employee's Password
  • 5.7. View an Employee's Documents
  • 5.8. Assign a Document to an Employee
  • 5.9. Change an Employee's Status
  • 5.10. Preparing to Re-Onboard Employees
  • 5.11. Re-Onboarding Employees
• 6. Documents
  • 6.1. View a Document
  • 6.2. Edit Section 2 of a Completed I-9
  • 6.3. Complete a Pay Delivery Document
  • 6.4. Change a Document's Status with the Switch To Menu
  • 6.5. "Update in Progress" Status
• 7. Policies
  • 7.1. Policy Overview
  • 7.2. Set up a Policy
  • 7.3. Edit an existing Policy
  • 7.4. Target (Assign) a Policy
• 8. Custom Forms
  • 8.1. Custom Forms Overview
  • 8.2. Target a Custom Form
  • 8.3. Assign a Custom Form to an Employee
• 9. Reports
  • 9.1. Reports Overview
  • 9.2. Run an EOS Usage Report
  • 9.3. Run the ICE Audit Preparatory Report
• 10. Hierarchy - Users
  • 10.1. Create a New User
  • 10.2. Export a List of Administrative Users
• 11. Hierarchy - Bureaus
  • 11.1. Coming Soon!
• 12. Hierarchy - Customers
  • 12.1. Create a New Customer
  • 12.2. Edit an existing Customer
• 13. Hierarchy - Companies
  • 13.1. Create a New Company
  • 13.2. Set up Company Work Locations
  • 13.3. Set up Organization Levels
  • 13.4. Accepting Software Terms for a new Company
• 14. System - Paycards
  • 14.1. Coming Soon!

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