Here is an instructional video that guides you through the entire onboarding process with important steps detailed below.
If you need to stop at any step during the process, you can save and return to the login and pickup where you left off.
Step 1: Access the isolved Employee Portal
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Open your preferred web browser.
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Navigate to the Candoor Payroll Employee login page: https://candoorhcm.myisolved.com/cloudservice
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Enter your username and password (user name should always be your email address).
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Click Login to access your dashboard.
Step 2: Terms and Conditions and Initial Login
- Read and accept terms and condition, agreeing to use electronic signature
Step 3: Review and Acknowledge Company Policies (if applicable)
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Navigate to Document Acknowledgement.
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Read each policy document thoroughly.
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After reviewing, click SIGN to accept and acknowledge each policy.
Step 4: Complete Personal Information
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In the Onboarding section, select Personal Information.
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Fill in the required fields, including:
- Full Name
- Date of Birth
- SSN
- Contact Information
- Emergency Contacts
- Review the information for accuracy.
- Click Save to proceed.
You have the option to enter additional contact info on subsequent screens
Step 5: Set Up Direct Deposit
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Go to the Payroll Information section.
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Select Direct Deposit Setup.
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Enter your bank account details:
- Bank Name
- Routing Number
- Account Number
- Account Type (Checking/Savings)
- Remaining Net (all pay) is the most common
- Click Save to store your payment information securely.
Step 6: Complete Tax Forms
These forms can vary based on your residence and work location
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Access the Tax Forms section within the Onboarding module.
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Fill out the necessary tax documents, such as:
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W-4 Form
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State Tax Withholding Forms
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Review each form for accuracy.
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Electronically sign and submit the forms.
Once submitted, go BACK to the Onboarding Wizard to complete the final steps and submit the remainder of your new employee information.
Step 7: Form I-9 Verification
This is a critical step to ensure your new employer has the information they need to complete their paperwork and setup of you as a new employee. Be sure to complete this step AND upload the required document(s) for verification
- Follow the steps and enter required information, reading instructions thoroughly.
- Complete the Employee Attestation section, signing by entering your FIRST, MIDDLE INITIAL, LAST NAME.
- This needs to match how your name was entered in previous steps exactly.
- Upload the required ID Verification documents
Step 8: Finalize Onboarding Checklist
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Return to the main Onboarding page.
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Review the checklist to ensure all sections are completed:
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Personal Information
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Company Policies
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Direct Deposit
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Tax Forms
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Once all items are marked as complete, click Finish
