SUNZ Insurance
NAPEO
SHRM
ZayZoon
SwipeClock
Absorb LMS
E-Verify
HiringThing
quickbooks
NatPay
U.S. Bank Card
Transamerica 401(k)
Your Team of Specialists

The specialists behind your onboarding.

I-9 compliance, payroll enrollment, benefits setup, day-one training. One team, one handoff, zero dropped balls.

  • Jena Glazier, Client Success Lead
    Jena Glazier
    Client Success Lead
  • Jenifer V, HR Advisor
    Jenifer V
    HR Advisor
  • AB
    Ashley B
    Payroll Specialist

The onboarding problems small businesses live with, and how we eliminate them.

Slow, paper-based onboarding costs real money: first-paycheck errors, I-9 penalties, benefits gaps, employees leaving before the 90-day mark.

  1. Problem 1

    Paper-based packets → Digital portal

    Every form signed digitally before day one. No stacks of forms, no manual data entry, no transcription errors on the first paycheck.

  2. Problem 2

    I-9 exposure → Audit-ready storage

    Section 1 completed digitally, Section 2 document verification in the platform with re-verification tracking and expiration alerts.

  3. Problem 3

    Benefits gaps → Same-session enrollment

    Medical, dental, vision, voluntary: elected in the same onboarding session as W-4 and direct deposit. Deductions hit the first paycheck.

  4. Problem 4

    First-paycheck errors → One data flow

    Onboarding and payroll are the same platform. W-4 + direct deposit values the employee entered ARE the values payroll uses. Zero transcription.

Questions about the process? Let’s talk →

What's included in VertiSource onboarding.

Every component of new-hire setup, in a single digital workflow completed before day one.

I-9 + E-VERIFY

Digital I-9 with audit-trail storage

Section 1 completed by employee before day one. Section 2 document verification in the platform. Re-verification tracking with expiration alerts. Audit-ready storage.

$4,000+Avg I-9 violation penalty · avoided

W-4 + STATE TAX

Federal and state withholding, multi-state handled

W-4 federal withholding. State withholding auto-detected by work location. Remote workers across multiple states? Every withholding set correctly before first pay.

50 statesWithholding · auto by work location

DIRECT DEPOSIT

Verified and staged before first payroll

Bank account verified via micro-deposit or instant verification. Direct deposit staged for the first payroll run. No paper check on day one, no wrong-account transcription.

Day 1First paycheck · correct the first time

BENEFITS IN-FLOW

Medical, dental, vision, life, voluntary enrolled

Same session as W-4 and direct deposit. Decision-support tools show plan comparisons and total cost of care. Elections flow to payroll deductions. Waiting period clock starts.

82%Higher new-hire retention · structured onboarding

POLICY ACKNOWLEDGEMENTS

Handbook, code of conduct, custom policies

Employee handbook, code of conduct, safety policies, any custom policies: all signed with e-signature and timestamp. Audit-trail retained on employee record for compliance + disputes.

E-signedEvery policy · timestamped + archived

HRIS ACCESS

Self-service portal active from day one

Employee logs in on day one and sees profile, pay stubs, PTO balances, benefits, documents. No IT ticket. No "let me get you the URL Monday." Productive from hour one.

<15 minAvg portal time · complete before day one

Time a new-hire flow end-to-end: your I-9, your W-4, your benefits.

Give us a sample hire. We'll run them through the 18-step portal live (I-9, W-4, direct deposit, benefits elections) so you see the real timing before day one.

THE TRACK RECORD

3,000+ hires onboarded. Paperwork done before day one.

0+
hires onboarded
<15 min
avg paperwork time
Day 0
paperwork complete
<1 hr
specialist response

“Scaling from 40 to 62 people in 14 months tested every HR system we had. VertiSource HR integrated with our HRIS, stood up recruiting support, and built offer letters and comp bands that hold up today. It felt like gaining a 3-person HR team.”

A.K. · COO 62-employee SaaS technology firm, Utah
WHAT A DIGITAL PORTAL FIXES

First-paycheck errors, I-9 exposure, benefits gaps.

Paper-based onboarding is where three of the most expensive first-90-day mistakes happen: a wrong first paycheck, a missing I-9, and a benefits enrollment that slipped past the 30-day window. Every one of them is fixable with a single digital portal that feeds payroll directly.

New-hire signs I-9, W-4, direct deposit, and benefits elections in one session. The values they enter are the values payroll uses. No transcription, no handoff spreadsheet. Your specialist verifies Section 2 of the I-9 and checks the run before the first payroll.

Time a sample hire →
Digital onboarding portal: new-hire paperwork complete before day one

A hire on day one is a hire everywhere.

Offer accepted. I-9 and W-4 signed. Direct deposit set. Benefits eligibility clock starts. GL account tagged. One process, one data flow, zero copy-paste.

New hire enters payroll the moment onboarding finalizes. Direct deposit live for the first check.

Waiting-period clock starts, open-enrollment window noted, carriers notified at eligibility.

Employee record, custom fields, document trail populated from the moment the last form is signed.

Want this for your team? Let’s talk →

FAQ

Onboarding questions small businesses ask us

Still have a question? Let’s talk →

Ready to eliminate first-day paperwork?

We'll show you exactly how new-hire paperwork works on our platform: from offer accepted to first paycheck, without a single form getting re-typed.