Applicant Onboarding Checklist & User Guide

Welcome to H&R Block! This document will help you prepare for your first day and guide you through the
Onboarding Portal. Please read through the following two sections of this document carefully.
1. Onboarding Checklist—Please print or save this document. You will need to reference this document before
and after you have completed your onboarding paperwork to access the Self Service module to set up your W4
and direct deposit information. You will also need to verify your personal data and access the timekeeping
system.
2. Onboarding Portal User Guide for Applicants—This guide will take you through the steps to successfully
complete your hiring documents.

Applicant Onboarding Checklist

Activity Location Due Date

Receive emails to login to sign the
documents and use your
username. Set up a password if
you are new user
Review & Sign all onboarding
documents including your
detailed Offer Letter
Via the email you Immediately after you receive the onboarding
used when you emails. Note: You will not be hired until all
applied documents have been signed.
H&R Block Career Immediately after you receive the onboarding
Gateway Onboarding emails. Note: You will not be hired until all
Portal documents have been signed.

Review and complete the Criminal H&R Block Career Immediately after you receive the onboarding
History Disclosure questionnaire. Gateway Onboarding emails. Note: You will not be hired until all
Portal documents have been signed.

Review and complete the Code of H&R Block Career Immediately after you receive the onboarding
Business Ethics (COBE) activity Gateway Onboarding emails. Note: You will not be hired until all
and sign the Acknowledgement Portal documents have been signed.

Complete the I-9 Section activity, H&R Block Career Immediately after you receive the onboarding
if required. (Only if you are new Gateway Onboarding emails. Note: You will not be hired until all
to H&R Block or have not Portal documents have been signed.
completed one in the last 3 years)

Supporting I9 Documents (Only if Bring on the first day Provide the correct forms of identification on
you are new to H&R Block or have of employment the first day of employment. The list of these
not completed one in the last are listed on the I9
three years)

Self-Service Login H&R Block Self- 48 hours after you have completed your
Service Located Here onboarding documents
Access your account when logged into DNA

W-4 Enrollment H&R Block Self- 48 hours after you have completed your
Service Located Here onboarding documents
 Direct Deposit (Optional) H&R Block Self-Service 48 hours after you have completed your
Located Here onboarding documents

Verify & Update Personal H&R Block Self-Service 48 hours after you have completed your
data including Language Located Here onboarding documents
Proficiency
Update or enter emergency H&R Block Self-Service 48 hours after you have completed your
contacts Located Here onboarding documents

Kronos Log In (Time & Desktop Icon or in DNA Top On the First Day
Attendance tool) Apps

Review Kronos Job Aids DNA>Career & On the First Day

Development>
Timekeeping System

Order Business Cards (CSL & Located in DNA 48 hours after completing all the documents in
Tax Pros only) the onboarding portal

Register for Block Stars Located in DNA 48 hours after your first day of work

Complete Code of Business DNA Within 30 Days of Hire

Ethics Training. (You may Homepage/Compass Quick
exit the training without Launch/Search: Code of
completing the online Ethics Training
Acknowledgement form
since this was submitted
with your on-boarding
paperwork)

Aim High Performance & DNA Within 30 days of employment, during a 1:1
Development Process*: Homepage/Applications/ meeting with your manager
•Add your goals to the Aim High
Aim High System
•Update a career profile
and add your picture

Optional: Apply for an H&R Apply online at None

Block Emerald Card Prepaid www.hrblock.com/emer
MasterCard® ¹ and begin aldcard ²
using it today!

¹The H&R Block Emerald Prepaid MasterCard® is issued by Bofl Federal Bank, Member FDIC, pursuant license from MasterCard International Incorporate. Emerald
Financial Services, LLC is a registered agent of Bofl Federal Bank. MasterCard is a registered trademark of MasterCard International Incorporated. Not available at all
locations and to all applicants. Additional fees, terms and conditions apply. ID verification required. Consult your Cardholder Agreement
for details on fees, terms and conditions. The H&R Block Emeral Prepaid MasterCard is a tax refund-related deposit product. © 2015 HRB Tax G 2roup, Inc..
²Not applicable in the states of Arizona, Arkansas, California, Florida, Louisiana, Maryland, Nevada, New Mexico, Ohio, Tennessee, Texas, and We Virginia
* Discuss with DGM if Applicable
Congratulations and welcome to H&R Block. To finalize the on-boarding process, you must create an account
and login. To create an account, please follow the instructions listed below.

Please print/save this document as you will need this information to create your account. You
will need to wait 24-48 hours after you complete your hiring documents before you can create
your account.
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As you create your account, you will be prompted to enter the following Reservation ID:

1. In order to complete your account and login please go to https://dna.hrblock.com/web/login/home and click on
the First Time Seasonal Applicants link on the top left section of the sign-in page as shown below.

2. After selecting the First Time Seasonal Applicants link the following screen will appear:

On the First Tim e User Screen:

a. Enter this value HJ8G5SH450 into the Reservation Id field.
 b. Enter the security numbers from the displayed graphics.
c. Enter the ZIP Code used on your application/profile.
d. Enter the last five digits of your Social Security Number.
e. Create a password with at least eight characters. At least one character must be a number and an
uppercase letter. For example: Abcedfg9. Remember this case sensitive password.
f. Retype the password to confirm it.
g. Enter your mother’s maiden name. You may need this information in the future if you forget your
password.

3. Click Continue. The following screen appears, displaying your PeopleSoft Employee ID. Use this
number for future H&R Block system logins (such as your Single Sign-on ID). Please write down this ID as
you will need this to access the system.

4. Click "Continue“ and the system sign-on screen appears:

5. Enter the following:

a. Your Single Sign-on ID, i.e. your PeopleSoft ID. (See step 3.)
b. Your password. (See Step 2.)
c. Click Log In – You should now have access to sign on to DNA.