How to Complete your Onboarding Documents

This article walks you through completing your onboarding packet in the Homebase app so you’re ready to get paid and start working.

You’ll review and fill out required forms like your W-4, I-9, state tax form, and direct deposit info.

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Completing Your Onboarding Documents

1. While signed into the Homebase Mobile app tap Go to the Dashboard - From the Homebase app home screen, tap Fill out documents under the Get ready for your first day section.
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2. Tap the next available document on the list with a purple arrow on the right side. All the forms necessary to complete are:
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   2. Contact Info - Personal information
   3. Tax Form Delivery Consent - Choosing how you will receive your end-of-year tax forms, either electronically or by mail.
   4. Form W-4 (Federal Tax Withholdings) - Tax form if you are a W-2 Employee.
   5. Form I-9 (Employment Eligibility) -  Verifies eligibility to work in the United States.
   6. State Tax Withholding - Tax forms required for the specific state you work in.
   7. Direct Deposit Form - Add a bank account to get paid electronically.
   8. Custom Documents - Any custom form that your employer sets up for their business that needs to be either signed or acknowledged. 
3. Tap Continue to begin.
4. Fill Out Your About you
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   2. Enter your legal name, date of birth, SSN, phone number, and home address
   3. This information is used to verify your identity and for payroll purposes.
5. Choose How You’d Like to Receive Tax Forms
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   2. Select Electronic (recommended) or Paper.
   3. Check the box to accept the terms and tap “Continue.”
6. Complete Your Federal Tax (W-4) Info
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   2. Choose whether to claim an exemption.
      1. Note: All fields in the W-4 section of the onboarding packet must be filled out in order to move on to the next section.
   3. Enter your filing status, withholding allowances, and any extra amount you want withheld.
   4. Sign your name to certify the form.
7. Fill Out the I-9 (Employment Eligibility)
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   2. Select your citizenship or immigration status.
   3. Choose which documents you’ll bring on your first day (e.g., U.S. Passport, or Driver’s License + SSN card).
      1. Note: You do not upload your documents used to verify your identity. You are selecting which documents you will bring with you on your first day. Please provide these documents to your Manager.
8. Enter Your State Tax Withholding Info
   1. Follow the prompts to complete your state’s form
   2. Similar to the W-4, enter filing status, regular and additional allowances, and sign.
9. Add Your Direct Deposit Info. There are two options:
   1. Click Continue to connect your bank account with Homebase's secure bank-verification partner, Plaid and get paid through Direct Deposit on your pay day.
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   4. Tap I prefer paper checks if you don't want to be paid electronically.

Troubleshooting Tips:

• If you can’t continue, double-check that all required fields are filled in.
• If the app closes, you can return to the same spot, however you may need to fill out the last form you were on when you closed the app.
• Need help understanding W-4 or state tax forms? Reach out to your manager for guidance.

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Related Articles:

• How to Create Your Homebase Account
• How to Clock In, Clock Out, and Take Breaks
• How to View Your Schedule
• How to Send Messages
• How to Sign Into Homebase