1. Indicate whether you are hiring an individual or multiple people. 
2. If you're hiring an individual, select whether you want to hire a candidate in the applicant tracking system, a candidate in the background check system, a former employee or contractor, or a new candidate. 
3. Follow the applicable hiring flow to select the new hire or enter their details. 
4. Click Continue. 

1. For Work location, Rippling will automatically load your saved work locations. Select the location for this employee.
2. You can also set up a new location from here or mark the employee as Remote.
3. Select the new hire's employment type.
4. For all employment types other than Contractor, you must specify if the employee is exempt or non-exempt from overtime.
5. Click Continue. 

1. Select who the new hire will report to, their title, start date, and any direct reports they will have when they start.
2. Add additional role details such as department, job family, and level. 
3. These details are used to populate the offer letter and other documents. If you choose "No manager" the offer letter will say "No manager;" so always put the doctor's name if there is no other direct manager.
4. Click Continue. 

1. Indicate which compensation types are relevant for the new hire. 
2. In addition to ongoing compensation offerings, you can also add a one-time payment, like a signing or relocation bonus. Learn more about how Rippling handles relocation and signing bonuses here
3. Enter the new hire's salary or hourly wage and the details for any other compensation types you selected. 
4. Click Continue.

1. Select the employment agreement you want to send to the new hire. PCFO has set up 3 types of agreements to choose from:
   1.  W2 employees, 
   2. Temporary employees, and 
   3. 1099 contractors.
   4. If you would like to add your own specific offer letters, you can do so from here.
   5. 

1. The next 3 windows will prompt you to add the additional agreements/forms you want the new hire to receive:   
   1. Other Agreements are documents the new hire must review and sign.  Rippling will collect and save the signed documents.
   2. Static Documents are items that the new hire reviews and attests that they have received and reviewed. Rippling will send the attestation notice with the document and collect the signatures.
   3. Notices are informational for the new hire but required by CA to be sent. No signature or attestation is required.

1. Click Continue. 

• Duties: A description of the employee's duties. You can copy and paste a description you used to advertise the position.
• Agreement Expiration Date/Time. This is when the agreement will expire, after which the signer can no longer sign. 

1. This step is only relevant if you are using Rippling to set up work email addresses.
2. Specify whether the new hire should get a company work email address. 
3. When complete, click Continue.

1. You can now review the offer letter created by the template chosen previously.
2. If you wish to preview any other selected document, this will need to be done within the Documents app. 
3. You can send the letter as-is or click Edit to modify the offer letter before sending it. 
4. Any offer letter edits you make here will apply only to this new hire's letter and will not impact your offer letter template. 
5. When you're happy with the offer letter, click Continue.

1. Review a summary of the hire you are about to make.
2. If you need to make changes, click Back on the bottom left to return to any step in the hiring flow. If the summary is accurate.
3. Click Continue. 

1. Review the onboarding process for the new hire. This includes the documents for them to sign, the personal information they'll be asked to provide, and any other relevant app set up (e.g., payroll and benefits).
2. If you've set up any custom fields to be collected from employees during onboarding, those will also be collected, but they won't appear on this list.
3. Click Continue. 
   

Tip: You can modify the documents being sent or the info collected from new hires:

1. To adjust which documents are sent to the new hire in the case of an employee living in a different state, open the Documents app > Rules tab, and add a new rule for the new circumstances (i.e., who should receive this document).  Note that the rules that are already created have been created by PracticeCFO after careful review of Federal, State, and Local requirements.
2. To modify the info collected, open the Company Settings >Info Collected tab. For details, see our article on excluding info collected. If you do this before completing the hiring process (i.e., click Save and Exit on the top right, make updates at the links above, and then return to this new hire flow), any changes you make will be reflected for this hire.