Customizing Your ZipID Experience: A Step-by-Step Guide
Welcome to the ZipID Customization Center, where we help you tailor the platform to fit your company’s unique needs. From setting up worksite locations to managing team members, this guide walks you through the customization options that simplify your I-9 compliance process.
1. Building Your Hives: Creating Worksite Locations
Your company’s network of worksite locations, or "hives," is the backbone of your ZipID workspace. Each hive serves as a hub for managing I-9 processing across locations.
How to Add New Locations:
Navigate to Workspace Settings.
Select Add Location and follow the on-screen prompts to create a new hive.
For example, you could establish hives for Atlanta, Chicago, and Sedona to represent your team’s regional operations.
This setup allows you to assign team members to specific locations for streamlined regional management.
2. Setting Up Notifications: Stay Informed and Compliant
ZipID makes it easy to customize notifications, ensuring that I-9 compliance deadlines are met without unnecessary stress.
Notification Options:
Receive alerts 3, 2, or 1 day before an I-9 deadline.
Adjust notification settings anytime in Workspace Settings.
Keeping your team informed about approaching deadlines reduces the risk of errors and ensures compliance.
3. Adding Team Members: Build Your Hive Team
Empower your team by assigning members to manage I-9 processing for specific hives.
Steps to Add Team Members:
Navigate to the Team Management section.
Assign team members, such as Amy, Kim, and Lakesha, to a specific hive like Atlanta or Buffalo Falls.
Delegate tasks to ensure workflows run smoothly and no deadlines are missed.
For added efficiency, set up roles for primary or secondary admins, allowing them to oversee permissions and manage tasks within their assigned hives.
Customization Made Easy
At ZipID, we prioritize simplicity. With just a few clicks, you can:
Add and manage hives.
Set up customized notifications.
Assign team members to specific locations.
Our platform eliminates unnecessary complexity, allowing you to focus on what matters—compliance and productivity.
Why Customizing Your ZipID Workspace Matters
Tailoring your ZipID workspace offers numerous benefits:
Improved Regional Oversight: Organize locations efficiently for better collaboration.
Enhanced Compliance Management: Meet deadlines effortlessly with timely alerts.
Streamlined Teamwork: Assign roles and permissions to the right team members.
Take Control of Your ZipID Experience
Customizing ZipID makes compliance easier and more effective. Ready to get started? Explore our help desk articles for additional guidance or contact us for personalized support. Let ZipID help you simplify and optimize your I-9 compliance today!