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When to Use This
You're a new hire logging in to Sequifi for the first time
You want to understand what to expect during onboarding
You need help completing a specific step in the onboarding process
You're a manager explaining the process to new team members
What to Expect
The first login experience guides you through several steps:
Accepting the user agreement
Setting up your password
Entering personal information
Providing tax information
Setting up banking for direct deposit
Signing required documents
Reaching your dashboard
Each step must be completed before you can access the full Sequifi platform.
Step-by-Step Walkthrough
Receiving Your Login Credentials
Check your email. After your offer is sent, you'll receive an email with the subject line similar to "Congratulations! You've been hired."
Open the email. Inside you'll find:
A welcome message
A link to access Sequifi
Your username (typically your email address)
A temporary password
Click the link to access Sequifi. This takes you to the login page.
Copy your temporary password. You'll need to enter it exactly as shown in the email.
Logging In for the First Time
Enter your username. This is typically your email address.
Enter your temporary password. Paste or type it exactly as it appeared in the email.
Click "Sign In." You'll be taken to the onboarding workflow.
Accepting the User Agreement
Read the user agreement. This outlines the terms of using the Sequifi platform.
Click "Accept" to agree to the terms. You must accept to continue.
Setting Up Your Password
Enter your temporary password in the "Old Password" field. This is the password from your welcome email.
Create a new password. Choose something secure that you'll remember. Good passwords:
Are at least 8 characters long
Include uppercase and lowercase letters
Include numbers
Include special characters
Confirm your new password. Re-enter it to make sure you typed it correctly.
Click "Change Password." Your new password is now active. Use it for all future logins.
Entering Personal Information
Enter your full legal name. Make sure it matches your tax documents.
Enter your date of birth.
Enter your home address. Start typing and select from the dropdown if it appears. If your address doesn't appear, click "Enter Manually" and fill in:
Street address
City
State
ZIP code
Mark it as your home address. Check the box to confirm.
Enter emergency contact information. Provide a name and phone number for someone to contact in an emergency.
Upload a profile picture (optional). Click to upload a photo if you'd like.
Complete any additional fields. Your company may have custom fields to fill in.
Click "Save and Continue."
Providing Tax Information
Select your tax type.
Individual Choose this if you'll be paid personally (most common for new hires).
Business Choose this if you've formed a business entity (LLC, corporation, etc.) and want to be paid through it.
For Individual:
Enter your Social Security Number (SSN)
This is required for tax reporting (1099)
For Business:
Enter your business name
Select your business type (LLC, Corporation, etc.)
Enter your Employer Identification Number (EIN)
Click "Save and Continue."
Setting Up Banking
Enter your bank name. The name of your bank or credit union.
Enter your routing number. This is a 9-digit number that identifies your bank. You can find it:
On the bottom left of your checks
In your online banking portal
By calling your bank
Enter your account number. This identifies your specific account.
Confirm your account number. Re-enter it to verify accuracy.
Select your account type. Choose either Checking or Savings.
Double-check all numbers. Incorrect banking information will delay your pay.
Click "Save and Continue."
Signing Documents
You'll be presented with documents that require your signature.
Review the first document. Click on it to open and read.
Scroll through the entire document. Make sure you understand what you're signing.
Click the signature area. Look for "Click here to sign" or a similar prompt.
Add your electronic signature. Type your name or draw your signature as prompted.
Click "Submit" or "Next." Wait for the signature to be applied (this may take a moment).
Repeat for each required document. You may have multiple documents to sign:
Rep agreement
W-9
Background check authorization
Addendums
Click "Save and Continue" when all documents are signed.
Completing Onboarding
Review the completion message. You should see a "Congratulations" screen indicating onboarding is complete.
Click "Go to Dashboard." This takes you to your Sequifi dashboard.
You're now fully set up. You can access all features available to your role.
Tips and Common Mistakes
Use the correct temporary password. Copy and paste it to avoid typos. Temporary passwords are case-sensitive.
Create a strong password you'll remember. Write it down securely if needed. You'll use this for all future logins.
Enter your legal name exactly. This must match your tax documents for proper 1099 reporting.
Double-check your banking information. Incorrect routing or account numbers will prevent you from receiving pay.
Use a checking account. While savings accounts work, checking accounts are more reliable for regular deposits.
Read documents before signing. Understand what you're agreeing to. Ask questions if something is unclear.
Complete onboarding promptly. Don't leave it half-finished. Incomplete onboarding can delay your start and your pay.
Contact your manager if you get stuck. They can help troubleshoot or answer questions.
Troubleshooting Common Issues
I didn't receive the welcome email.
Check your spam or junk folder
Verify your manager has the correct email address
Ask your manager to resend the offer
My temporary password doesn't work.
Make sure you're copying it exactly (no extra spaces)
Passwords are case-sensitive
Contact your manager if it still doesn't work
My address won't populate from the dropdown.
Click "Enter Manually" to type it yourself
Make sure to fill in all required fields
The signature won't apply to my document.
Wait a few moments for processing
Try refreshing the page
Make sure you clicked in the correct signature area
I made a mistake in my information.
If you haven't completed onboarding, you may be able to go back and edit
If onboarding is complete, go to your profile to update information
Contact your manager if you need help
Common Questions
How long does onboarding take? Most people complete it in 10-15 minutes if they have all their information ready (SSN, banking details, etc.).
Can I complete onboarding on my phone? Yes, Sequifi works on mobile devices. However, a computer may be easier for reading and signing documents.
What if I don't have my banking information yet? You need to complete banking setup to finish onboarding. Have your account and routing numbers ready before starting.
Can I change my information later? Yes, you can update most information in your profile after onboarding. Some changes may require admin assistance.
When can I start working? Check with your manager. Some companies require completed onboarding before you can start, while others may allow you to begin while finishing setup.
Where can I find my signed documents? After onboarding, go to your profile and click on the Documents tab to view everything you've signed.
What to Do Next
Now that you've completed your first login, explore these topics:
Editing Your Profile – Update your information as needed
Sequifi Overview – Learn what you can do in the platform
Viewing Your Pay Stubs – Access your pay information
My Earnings Tab – Track your sales and commissions
If you have trouble completing onboarding or get stuck at any step, reach out to your manager or our support team and we'll be happy to assist!