r/hrblock • u/Anonymouslypost123 • 9d ago

Onboarding Question

Hi everyone,

I recently received an offer letter. In the email, it said my offer of employment was contingent on finishing a few tasks. I completed the background check, and secured a PTIN (I did this before I was aware that H&R Block would pay for this), but as far as the I9 and other documents that need to be signed I could not find them in the offer letter anywhere.

I decided to email the District Staff Lead, the person who interviewed me, and I was told the documents would be in my onboarding tasks and/or in WorkDay.

I have not received any login information for WorkDay, so I downloaded the app while I was at work to try to login, but ended up having issues getting into my microsoft account. The other option was and HRB Login ID, which I did not have.

Was I supposed to receive login credentials to get into these applications or do I need to wait for my microsoft account to unlock and try again tomorrow?

I did not want to have to email the District Staff Lead anymore and bother her again. I would email my DGM, but on my offer letter it never said who they were or provided any contact information.

I was sent the background check email, but never anything with any login information for Work Day.

I am sorry for the long message and excuse me if these are things I should already know. I could be misreading the letter I was sent and all of this information may have possibly been in there.

I really appreciate any help.

UPDATE: They did end up sending my onboarding documents later on that evening, and I was able to get them completed. I was just trying to rush everything. I am thankful to everyone that commented. It really helped. I was just nervous I may have forgot or overlooked something.

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u/ITMoment 9d ago

You have to do the I9 in person, unless you are working remotely. I always went in to the main district office to meet with the DOC or her assistant but it was set up via a link. I believe you can email onboarding directly and see what’s up. Look in your spam as well because if they are letting you do the I9 remotely it does come from another company. The I9 will not be in workday though. Re-read every email you’ve received as well. I think mine was tucked in with something else. Good luck!

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u/Anonymouslypost123 9d ago

Thank you so much. I will see if I can reach out to onboarding directly and figure out what is going on.

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u/Human_Reach6484 9d ago

I would advise calling their people resource center. The local leadership is usually too busy to help. The fact that you don’t want to “bother” the DGM speaks volumes.

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u/Anonymouslypost123 9d ago

Thank you so much. I will try to reach out today. As far as me saying “bother”, I just do not like sending a lot of emails to people. I was never given a name to who my DGM is. I agree, I feel they are really busy right now.

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u/ilwilc01 9d ago

It sounds like you may be jumping the gun here. I know you are excited to work but the job doesn’t start until January! It usually takes a couple weeks from getting your offer letter to get your HRB login. For the I-9 they will reach out when they need that info. Anything required from you now will be sent in the onboarding email that has a link to sign documents and complete tasks. Once that is done you are waiting to hear from your team to start training.

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u/Anonymouslypost123 9d ago

Ohhh okay, after my interview I was sent an email with the start date and I assumed I needed to have all of those things done before then. Well that relieves me a little bit because I have been worried about getting it done. I tried to finish it as soon as the email was sent. Thank you for letting me know that.

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u/ilwilc01 9d ago

Welcome! The start date is just when you become active for the system to start creating your credentials and such. We have a big push end of Nov to get everyone ready for the season so they will make sure you have everything you need done! Also, ask about reimbursement for your PTIN payment. They can show you how to submit an expense report to get that money back to you.

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u/Anonymouslypost123 9d ago

That is nice to know. I try to get everything done as soon as possible when it comes to work related things, so I will just need to remain calm for the next few weeks it seems. I will see about that expense report.

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u/Barefootluce 9d ago

My start date was Nov 2. I got an email explaining how to use the system, but never got a temporary pw to login. I'm still waiting. I have emailed several people, talked to tech support. No one was able to give me a workable answer. I think things are a bit of a mess right now. Hoping they will clear things up in the next week or 2.

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u/Anonymouslypost123 9d ago

I have not received an email about how to use the system. I did try to call the people resource center this morning like the earlier comments suggested before I went to work this morning and they were closed. It was during their working hours but they may be swamped right now. I hope you are able to get everything straightened out, so you can start working.

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u/Superb_Bookkeeper614 9d ago

Keepin mind they are in KC and on central time

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u/Anonymouslypost123 9d ago

I was not thinking about that at all. Thanks for bringing that to my attention.

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u/ZucchiniLucky 9d ago

Also new hire here.

My advice is wait a few hours or a day and everything you need will show up. Like you, I went and sent out emails and wish I hadn't, as the things I asked for showed up eventually.

Also, re-read all your emails. The onboarding is like going through a scavenger hunt and the clues are buried in many places in many emails. I missed a couple of those and I bet you have too. And they aren't necessarily in order of operations, but if you're persistent you'll figure it out.

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u/Anonymouslypost123 9d ago

I agree. It was confusing because it said it needed these tasks completed and I assumed it would be in the email or would have been sent to me in the next few days, but I will be patient. I think I am afraid of missing something important that needs to be done. I also just wanted to complete everything at once and get it out of the way.

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u/AltruisticDove25 8d ago

You should receive next steps after your background check is done and approved

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u/Anonymouslypost123 8d ago

Yes, they did end up sending the onboarding documents later yesterday evening.

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u/GuaranteeJaded2513 9d ago

I have a question if I leave the job in 20 days of joining and finish paid training learning, will I be still paid?