Toast New Hire Set Up Process
Toast New Hire Email (sent from Toast Payroll)
Send out Toast new hire email: 5 step process in Toast Payroll where you add persons name, email, phone and select a few options to send out an email.
Below is a video of the first portion of the Toast New Hire process. This sends the email for the employee to fill out their i9, w4 and sign off on their Handbook, specific position(s) Checklist and Social Media Agreement. Please ensure you always are selecting those documents for them to sign off on. If they are going to be working more than one position, you can select multiple checklists for whichever they will be working. If they are not selected, they won't be required to sign off on them. It's very important that we have them sign off on their Handbook, Checklist and Social Media Agreement so that they are made aware from the beginning of what they are signing up for.
After completing the Toast New Hire submission, you’ll send out a new hire email from your Rodeo email request for Identification upload and TABC upload to our Google Form. Copy the email subject and paste into the new email subject line. Copy the email body and paste into the new email body.
New Hire Email (sent from your business email)
Subject:
Rodeo Fort Worth Identification, TABC Certification Upload & Checklist
Body:
Welcome to the Rodeo Fort Worth family!
When filling out your Toast Onboarding documents, you are asked to select which forms of identification you will be submitting to verify your identity. You can either choose one form of ID from list A or one form of ID from list B and one form of ID from list C.
Please fill out and submit the form below based on the selections you chose. If you chose one ID from list A, you only need to submit the information and image/file for that document. If you chose one ID from list B and C, you must submit the information and an image/file for both documents.
Please ensure you input all requested information (document title, number and expiration) from the ID(s) and you attach the image/file.
Also, please upload a copy of your current TABC certification.
This form must be completed and submitted in its entirety before you are able to work.
Lastly, please save the checklist link(s) pertaining to your position - as it will need to be completed and submitted each shift.
Thank you!
Regards,
Rodeo Fort Worth Management
Finalizing Employee into Toast Payroll (sets up on Toast Tab as well)
Once the person has filled out/signed off on the new hire paperwork and uploaded their documents to the Google Form - you will utilize their forms of ID to finalized them into Toast. This process consists of inputting their identification information into Toast and signing off saying you received and reviewed their ID’s.
The screen recording below shows the process of finalizing an employee into payroll. When you’re logged into Toast Payroll (ensure you’re on Toast Payroll and not Toast Tab) - click “Team” on the menu then click “Onboarding” at the top.
Ensure their name has the “i9 Verification” link showing. If it says “Demographics” they still have more to finish on their end.
Click the “i9 Verification” link and use their identification information to input it in the next step. Fill your information, click submit and then submit again on the final page.
Sling Scheduling
Upon filling out/signing off on their Toast forms, their name will automatically appear on Sling under Employees. They will show up under the employees that have not been invited yet. All we have to do is click the three dot settings button with their name and click send invite