Send Worksmart info email

Purpose

Collect information to establish the new hire in Worksmart.

Responsible Party

Office Manager (sent from Owner’s email) 

Interdependencies

• The owner (s) inform the DORIS team that the new hire has accepted the offer and signed a contract.

Directions

1. Confirm which owner the email should come from.

2. Update details and send email based on the Worksmart info email template.

• Email Template:
  • Subject line: Action Required: DORIS Payroll
  • Send from: Owner (confirm which one)
    

​Hi​ [First Name]:

Welcome to the team! We’re looking forward to you joining us. ​To get you set up in our payroll system, WorkSmart, please send the following information:

• SSN: (You may want to call my cell​ [in my signature line] and verbally tell me, and I will enter it into our system.​)

• Legal First Name:

• Legal Middle Name:

• Legal Last Name: 

• Birth Date: 

• Gender: 

• Ethnicity: 

• Marital Status: 

• Tobacco User: Y/N

• Disabled: Y/N

• Veteran: Y/N

• Mailing Address: 

• Phone: 

• Personal Email: 

• Emergency Contact Name: 

• Emergency Contact Phone: 

• Emergency Contact Relation: 

If you have any questions regarding any of these, please let me know.

Thanks, ​[First Name]!

​Regards,

[Owner First Name]

Resources

Onboarding :: Welcome Email Templates