> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bolto.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Signing Up and Completing Onboarding

> For employees and contractors: how to accept your Bolto invite and finish onboarding.

This page is for employees and contractors. Admins: send the link when you invite someone.

***

## Before you start

You'll need about 15 to 20 minutes and a laptop or desktop browser (some steps don't work well on phones). Have ready:

* Your Social Security number (US employees and contractors), or your business EIN if you're a contractor invoicing as a business
* Your bank account and routing numbers, or your online banking login to link instantly
* For employees: the documents for your Form I-9, for example a passport, or a driver's license plus Social Security card

## Steps

Prefer to watch? This video covers the whole flow:

<video src="https://mintcdn.com/bolto/lNGgbo1oos2VTNp9/videos/Bolto-Employee-Onboarding.mp4?fit=max&auto=format&n=lNGgbo1oos2VTNp9&q=85&s=0c0e7e91dfd9e3f18a9e1a574803cb32" controls data-path="videos/Bolto-Employee-Onboarding.mp4" />

<Steps>
  <Step title="Open the invite">
    Find the email from Bolto in the inbox it was sent to (check spam). Click the link and create a password. If you're asked to verify your email, go back to your inbox and open the verification email before continuing.
  </Step>

  <Step title="Confirm your personal details">
    Legal name exactly as it appears on your Social Security card, date of birth, home address, and SSN. If your employer moved from another provider, most of this is filled in. Check it.
  </Step>

  <Step title="Complete your tax forms (employees)">
    Federal W-4 and your state's withholding form, filled in inside Bolto. If you're on an F-1, J-1, or similar visa and are a nonresident alien for tax purposes, fill in the forms as best you can and tell your employer so Bolto can apply the right exemptions.
  </Step>

  <Step title="Add your bank account">
    Link it instantly or type in the numbers. You can add more than one account and split your deposit later.
  </Step>

  <Step title="Form I-9 Section 1 (employees)">
    Enter your citizenship or work authorization details. This is due by your first day. Your employer completes Section 2 after reviewing your documents.
  </Step>

  <Step title="Review and submit">
    You're done when the portal shows your profile as complete. Your paystubs will appear here after each payday.
  </Step>
</Steps>

## If you're also an admin

If you run payroll for your company and were invited as an employee with the same email, you'll see **Switch account** in your profile menu to move between the admin and employee views.

## Problems

* **Link expired:** ask your admin to resend the invite.
* **Can't verify email, nothing arrives:** check spam, then ask your admin to contact Bolto support.
* **SSN rejected:** don't change the digits to get past the error. Email [support@bolto.com](mailto:support@bolto.com). A wrong SSN causes problems with your W-2.
* **Dropdowns won't work:** switch from your phone to a desktop browser.


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