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Requesting Documents from Existing Staff

For Administrators and Employees

If an administrator needs to re-request onboarding documents from someone after they have completed onboarding, they can request these from their Zenefits dashboard.

As soon as the request is sent out, the individual will receive an email notification from Zenefits and be prompted to complete all requested information.

Bulk request custom fields

To bulk request custom fields, use the following process: Log in to to your Zenefits administrator account. Select the Directory app. Select one of the workers from wh... Learn more

Re-request documents from individuals

To re-request a document from a particular person, take the following steps: Log in to the administrator Dashboard. Click the Directory application. Select a specific ... Learn more

Bulk request documents for multiple workers

Administrators can create bulk requests for documents. They can either specify whether the request is sent to selected group of people, or everyone. Bulk requests for docum... Learn more

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