Purpose

Step 1:  Navigate to your New Hire Checklist

1. Log into your Elevated account and select the to-do bell located in the upper right-hand corner of the screen.
2. From the to-do bell, select the My Checklists tab and click the Open Checklists button.
   

Step 2: Review/Add Personal Information

1. The first checklist items consists of reviewing and updating your Personal Information and adding your Emergency Contact(s). 
1. Personal Information: Be sure to complete and/or update all fields as provided within the screen.
1. You must select the Continue button to complete this tab and move to the next.
   

1. Emergency Contact(s): To add a new contact, select the + Add button to begin.
1. In the pop-up window, select the Contact Type of Emergency Contact and fill in the contact's Name, Relationship, & Phone Number(s). 
2. Once the information has been entered, select the Save button to create the contact.
3. You may repeat the steps above if you wish to add more than one contact.
   

1. Once you've verified your personal information and provided at least one emergency contact, select the Submit button to move to the next checklist item.
   

Step 3: Complete I9 Form

1. This checklist item you will complete your I-9 Form
1. Be sure to complete all fields included in Section 1: Employee Information and Attestation.
2. Then check one of the following boxes to indicate your citizenship status.
3. Once all fields are completed, click Submit to Sign electronically.
1. Select the checkbox and click I Agree to finalize the submission and move to the next checklist item.
   

Step 4: Complete Federal Withholding Form

1. This checklist item will have you complete a Federal Withholding Form to update your federal tax settings.
2. Please select this link to navigate to our guide on How to Complete a Federal Withholding Form

Step 5: Complete State Withholding Form

1. This checklist item will have you complete a State Withholding Form to update your state tax settings.
2. The appropriate state withholding form will populate based on your location.
   

Step 6: Add Direct Deposit Account(s)

1. This checklist will have you enter and/or update your Direct Deposit Information.
1. To begin, click the + Add button to the right of your screen.
   

1. In the pop-up window, complete all required fields as outlined below:
1. Name/Description: These fields are optional, but can be useful to organize multiple direct deposit accounts.
2. Active From/To: These dates should be left alone, as they are automatically populated for you.
3. Deposit Type: This should be set to Direct Deposit if it hasn't already been set.
4. Bank Account Type: You may update this field to indicate if this is a checking or savings account.
5. Calculation Method: This will identify the method you would like the system to distribute your funds into each account.
6. If you have only one account, you should choose Entire/Remainder.
7. If you have multiple accounts, you should choose Flat $ Amount, % Of Gross Earnings, % Of Net Pay, or % Of Remaining Net. 
8. Please keep in mind that you will also need at least one account that indicates Entire/Remainder to allocate the remainder of your funds.
9. Account #: You will be requested to enter your account number twice in each of the fields provided to ensure you have entered the correct number.
10. ABA # / Bank Routing #: You will then be requested to enter the bank routing number associated with this account.

Please Note: It is recommended to choose the Additional Information icon (i) to confirm that your routing number exists and was entered correctly.

1. Once you've entered all applicable information, select to Save within the pop-up window. 
   

1. You may repeat the steps above to add additional direct deposit accounts as needed.
1. After all applicable accounts have been added, select the Submit button to move to the next checklist item. 

Step 7: Voluntary Self-Identification

1. This checklist item will allow you to voluntarily provide your Gender, Ethnicity, Disability Status, and Veteran Status.

Please Note: While the Gender and Ethnicity fields are required, you have the options of Undefined or Unidentified/Opt-Out if you wish to not provide this information. 

1. Fill in all fields as provided within the action.
2. Once complete, select the Submit button to the right of the screen.
   

Step 8: W2 Electronic Consent

1. The final step of the checklist is to sign up for W2 Electronic Consent.
2. Select the the Electronic Consent button to the right of the screen.
   

1. In the pop-up window, select the checkbox to Receive Form W2 Electronically and then select to Save.
   

1. Once you've performed the above steps, select to Mark as Complete within the checklist item to the left of the screen.
   

Please be sure to complete any other checklist(s) and/or to-do items that may be assigned to your bell.