ONBOARDING INSTRUCTIONS
1. You will receive an email from CROSSMARK with a subject line of ‘Joining CROSSMARK’. Before starting this process, you will need to turn off the pop-up blocker. In addition, you will need to have Adobe Reader
downloaded and your computer must meet certain system requirements. This information is explained in this cover email.
2. Scroll to the bottom of this email and click on blue link ‘Please click this link to access the onboarding system’.
3. This will open a new window. Please create a temporary password for you paperwork, re-enter your password, and choose a security question and answer it.
5. You will be required to print out some documents at the end of the on-boarding process. This screen is asking if you are connected to a printer. Click ‘Next’ at the bottom of the screen.
6. Offer Details: This section will display your job title, pay rate, and benefits description. Click ‘Next’ at the bottom of this page
8. You must enter your name EXACTLY as it appears on your social security card. Then click ‘Next’
9. Physical Address Screen: If your physical street address is different than what is on the screen please update it. Then click ‘Next’.
10. Mailing Address Screen: If your mailing address is different, please update. Then click ‘Next’. 11. Emergency Contact Screen: Please enter your emergency contact information. Then click ‘Next’.
12. Gender and Race/Ethnicity Screen: Please select ‘Yes’ where indicated if you choose to self-identify your gender and race on this page. Then click ‘Next’.
13. W-4 Instructions Screen: Read the instruction page and click ‘Next’.
14. Fill in the information for your W4, mark that you agree with the information, and then click ‘Next’.
16. Enter your routing number. The system will automatically pull up your banks’ name. Then enter your account number. Under ‘Type’, choose either C for checking or S for savings. If you would like your whole check deposited please select ‘N’ for net amount. Then click ‘Next’.
17. Background Check Release: It is required that you check the box stating you have read and agree to a background check. If this box is not checked, the onboarding process will stop and you will not be able to continue. Fill in all addresses for the past seven years. Click ‘Yes’ or ‘No’ to the question regarding conviction of a felony or misdemeanor within the past 7 years, depending on your situation. Then click ‘Next’.
18. Drug Screen Authorization: You must select the button that states you agree to the drug screen
19. Agreements and Acknowledgements Screen: The system will use a series of pop up windows for you to read the required documentation and agree. Every time you check the box to acknowledge and agree, the system will automatically open a new window with the next policy. Close each new window once you have read the policy and it will be marked as complete. Once all of the boxes are checked, click ‘Next’.
20. Form I-9 Verification: You will have the option of taking your I9 form to a notary to be notarized and fax it back to CROSSMARK, or take it to a CROSSMARK representative, if one is available in your area. Choose one of the options. Then click ‘Next’.
22. The next screen will ask if you need assistance to answer the I-9 questions based on the instructions you will receive. Select ‘No’ and then click ‘Next’ unless you require help to complete the I9 form questions.
23. Please complete your citizenship status and list which form(s) of identification you will be using on your I9 form to prove eligibility to work in the US. Then click ‘Finish’.
24. The next few screens will review all of the information you have entered so far. Review each page carefully. If the information is correct, click ‘Next’ on each page. On the last review page click the ‘Submit’ button at the bottom of the page.
25. Sign Forms: Click ‘Sign Forms’
27. Electronic Signatures: The process will ask you to sign the forms listed on the left hand side. Click the ‘Click to Sign’ button to stamp your name and date on the form. You must do this for all forms listed before you can continue. The checkmark will appear once you complete each document.
28. The next screen will proved the I9 form which must be printed, notarized and faxed back in with your ID copies. Click ‘Print’. Once all forms are printed, click ‘Submit All Documents’.
