TaxBandits Knowledge Base

How do I invite employees to complete the onboarding information?

If you don’t have all the necessary details for your employees, you can easily invite them to fill in the required information themselves.

Follow these steps to invite employees to complete the onboarding process:

Step 1: When adding employees to your business, you will have the option to send them an invitation to complete the onboarding process.

Step 2: A pop-up will appear, prompting you to invite employees. Click "Invite Employee" to proceed.

Once the invitation is sent, employees can complete their onboarding details by logging in to the self-service portal.