Employee onboarding software
Every new hire lands ready on day one.
Eliminate paperwork bottlenecks and get your new hires up and running on day one. Sequifi automates every step from offer letter to first paycheck, so you can scale your team without scaling your back office.
SequiDocs
New hire packet
Definition
What does onboarding automation do?
Onboarding automation collects and files everything a new hire needs before their first shift. Offer letters, tax forms and compliance documents are signed digitally, background checks run in the same flow, and the pay setup that results goes straight to payroll, so nobody is chasing paperwork in week one.
Trusted by commission-driven teams
Trusted by 20,000+ reps, managers, and operators
Trusted by 20,000+ reps, managers, and operators across commission-led teams
Three steps, then it runs every cycle
Step 01
Send the packet
Documents are pre-filled from the record and go out in one send.
HR sends it onceSequiDocs
Packet sent
Step 02
They sign from a phone
Each document is signed and filed against the employee record as it comes back.
The hire signs on a phoneSequiDocs
Returned
Step 03
Payroll is already set
Pay schedule, comp plan and deposit details arrive in payroll without re-entry.
Payroll picks them upPayroll
Employee added
Every new hire lands ready on day One
Fast-moving teams can't afford missing paperwork, incomplete tax forms, or pay setup delays. Sequifi's onboarding workflows make sure every hire arrives with every document signed, every form filed, and their commission plan already loaded, before their first shift.
No more chasing down paperwork
Automated reminders, mobile-friendly forms, and manager approvals keep every onboarding moving forward, so nothing gets stuck in an inbox while a new hire waits to start earning.
New hire readiness
18 hires
Paperwork and pay setup complete
Fig. 02 — the cycle
From offer to first check
One flow, five stops. Nothing is retyped, and the pay setup at the end is the one payroll runs on.
Step 01
The offer is accepted
Day 0
Signed in Sequifi, stored against the employee record.
Step 02
Documents are collected
6 forms
W-4, state withholding, I-9, direct deposit and your own agreements.
Step 03
The background check runs
Same flow
Ordered and returned without leaving the onboarding record.
Step 04
Their comp plan is attached
1 plan
The plan for that role, so the first cycle calculates correctly.
Step 05
Payroll picks them up
Day one
They appear in the next run with pay details already set.
Smarter Onboarding, Built for Speed and Scale
01 · Digitize Paperwork & Tax Forms
Go paperless from day one
Collect W-4s, I-9s, state tax forms, direct deposit info, and company agreements digitally before your new hire even walks in the door. Every document is pre-filled where possible, e-signed, and stored automatically, with no printing, scanning, or filing cabinets required.
SequiDocs
Tax forms
02 · Streamline Approvals
Approvals that don't slow you down
Route new hire approvals to the right managers automatically based on role, team, and location. Managers review and approve from any device, and the system moves the hire forward the moment sign-off is complete, without email chains or HR bottlenecks.
SequiDocs
Approval
03 · Automate Pay Setup
From hired to payroll-ready, automatically
The moment a new hire completes onboarding, their pay structure, commission plan, and direct deposit details flow directly into Sequifi's payroll system. No duplicate entry, no payroll bottleneck, just a clean handoff from onboarding to first check.
Payroll
Pay setup
Full visibility into every hire
Track document completion, manager approvals, and payroll readiness for every active onboarding, in one place, in real time.
What onboarding covers today
- Documents
- Offer letters, W-4, state withholding, I-9, direct deposit, your own agreements
- Signing
- Digital signature from any device, filed against the employee record
- Checks
- Background checks ordered and returned in the same flow
- Pay setup
- Comp plan, pay schedule and deposit details handed to payroll
- Visibility
- What is outstanding, per hire, at any point
- Handoff
- No duplicate entry between onboarding and payroll
Comparing us with something else
Questions? We're glad you Asked.
Most teams are up and running within a few days. Sequifi's onboarding templates come pre-built for home services and mortgage companies, so you're not starting from scratch. Just customize the workflows to match your process, upload your documents, and start sending onboarding packets to new hires.
Absolutely. You can create different onboarding flows based on role, department, state, or any other variable. A solar closer in Texas and a pest control tech in Florida can each get the right forms, agreements, and pay setup for their specific position, all automated.
Sequifi supports W-4s, I-9s, state-specific tax withholding forms, direct deposit authorization, company handbooks, non-compete agreements, offer letters, and any custom documents your organization requires. All forms are collected digitally with e-signatures.
Yes. Once a new hire completes their onboarding packet, their tax information, direct deposit details, and assigned compensation plan automatically sync to Sequifi's payroll system. There's no need to re-enter anything, they're payroll-ready immediately.
Yes. The entire onboarding experience is mobile-friendly. New hires can review documents, fill out forms, upload IDs, and e-sign agreements from any device, which is especially valuable for distributed teams in home and financial services.
Sequifi's onboarding dashboard gives you a real-time view of every new hire in the pipeline, who's completed their paperwork, who's waiting on approvals, and who's ready for day one. You can filter by team, location, or status so nothing falls through the cracks.
Request a Demo
See how Sequifi's onboarding automation can get your next hire from signed offer to first paycheck, without the paperwork pileup. Book a quick walkthrough with our team.