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Get the employee's onboarding status

Description

Retrieves an employee's onboarding status. The data returned helps inform the required onboarding steps and respective completion status.

scope: employees:read

onboarding_status

Admin-facilitated onboarding

onboarding_statusDescription
admin_onboarding_incompleteAdmin needs to complete the full employee-onboarding.
onboarding_completedEmployee has been fully onboarded and verified.

Employee self-onboarding

onboarding_statusDescription
admin_onboarding_incompleteAdmin needs to enter basic information about the employee.
self_onboarding_pending_inviteAdmin has the intention to invite the employee to self-onboard (e.g., marking a checkbox), but the system has not yet sent the invitation.
self_onboarding_invitedEmployee has been sent an invitation to self-onboard.
self_onboarding_invited_startedEmployee has started the self-onboarding process.
self_onboarding_invited_overdueEmployee's start date has passed, and employee has still not completed self-onboarding.
self_onboarding_completed_by_employeeEmployee has completed entering in their information. The status should be updated via API to "self_onboarding_awaiting_admin_review" from here, once the Admin has started reviewing.
self_onboarding_awaiting_admin_reviewAdmin has started to verify the employee's information.
onboarding_completedEmployee has been fully onboarded and verified.

onboarding_steps

onboarding_stepsRequirement(s) to be completed
personal_detailsAdd employee's first name, last name, email, date of birth, social security number
compensation_detailsAssociate employee to a job & compensation.
add_work_addressAdd employee work address.
add_home_addressAdd employee home address.
federal_tax_setupSet up federal tax withholdings.
state_tax_setupSet up state tax withholdings.
direct_deposit_setup(optional) Set up employee's direct deposit.
employee_form_signingEmployee forms (e.g., W4, direct deposit authorization) are generated & signed.
file_new_hire_reportFile a new hire report for this employee.
admin_reviewAdmin reviews & confirms employee details (only required for Employee self-onboarding)
Path Params
string
required

The UUID of the employee

Headers
string
Defaults to 2024-04-01

Determines the date-based API version associated with your API call. If none is provided, your application's minimum API version is used.

Responses

Response body
object
string
required

Unique identifier for this employee.

string

One of the "onboarding_status" enum values.

onboarding_steps
array of objects

List of steps required to onboard an employee.

onboarding_steps
object
string

User-friendly description of the onboarding step.

string

String identifier for the onboarding step.

boolean

When true, this step is required.

boolean

When true, this step has been completed.

requirements
array of strings

A list of onboarding steps required to begin this step.

requirements
404

Not Found

The requested resource does not exist. Make sure the provided UUID is valid.

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