How To: Complete your Start Work Packet

First, click the Personal Information tab located within your left-hand navigation menu.

Next, fill out all required fields.

Then opt into Digital Tax Documents (this step is optional).

Next, confirm to save your selections and proceed.

Then click Save to store all your entered personal information securely.

Next, click Yes to confirm your social security number.

Next, the system will automatically take you to your start work packet. Then click Add to initiate your I-9 documents.

Then click Add Item.

Next, select your issuing authority.

Then, select your document type.

Next, enter your document number.

Then enter the expiration date.

Next, click to upload the document.

Then click add to save the document.

Next, click Preview and Submit.

Then click Submit to finalize the I-9 submission.

Next, enter your digital signature.

Then click confirm.

Next, enter your phone number for security verification.

Then click Send passcode via SMS to get your verification code.

Next, enter the passcode and click Verify to confirm your phone number.

Then enter all of your federal tax filing details.

Next, click Preview and Save to review and save your tax information.

Then review the W4 PDF and click submit.

Next, your start form will auto-populate for you to review and Approve.

Next, enter your State W-4 filing information. This will only apply to states that require W-4 filing.

Then, click Preview and Save.

Next, review the PDF and click Submit.

Lastly, click OK to acknowledge the completion of your Start Work Packet process.

That's it. You have successfully Completed your Start work Packet within GreenSlate. If you have any questions questions or need more help, please visit our Help Center or reach out via email or chat.