Complete your employee onboarding

InfoLibraryclock icon6 MIN READยทcalendar iconUPDATED OCT 30, 2026

New employees can complete their Toku onboarding by signing in, filling out personal and tax information, uploading identity documents, signing their employment agreement, and submitting for verification.

๐Ÿ“˜ For new employees on Toku. Last updated October 30, 2026.

Complete your employment setup by working through the onboarding checklist, uploading identity documents, signing your employment agreement, and submitting everything for review.

Before you start

  • Your invitation email with your sign-in link. Check spam if it does not arrive.
  • Ready: legal name, date of birth, address, phone, Social Security Number, bank routing and account numbers, and emergency contact details.
  • Identity documents (US Passport or Driver's License plus Social Security Card) as PDF, PNG, or JPEG under 10 MB.

Sign in to Toku

  1. Go to app.toku.com in your browser. You see Welcome back and a single Email box - there are no product tabs to choose.

The Toku sign-in page with the heading Welcome back and a single Email box.

  1. Enter the email address your invitation was sent to and select Continue, then enter your password and select Sign in. (If your Toku email is a Google account you can select Sign in with Google instead, or ask Toku to email you a one-time sign-in link.) You will see a page titled "Welcome, [Your First Name]!" with a checklist showing "0 of 10 steps complete".

The onboarding checklist 'Complete your account setup' under Welcome, [name]! (this example is 3 of 10 steps in; you start at 0 of 10)

Complete your personal information

  1. Select Continue on the Data Consent step. Tick the required box (marked with *) to acknowledge data processing. Optional newsletters box is fine to skip. Select Save & Continue.

Data Consent step: the Data Processing Notice with the required acknowledgement checkbox and Save & Continue

  1. Check your legal first and last name against your ID (your organization may pre-fill this). Fill in date of birth (YYYY-MM-DD format), nationality, email, and phone. Gender and marital status are optional. Select Save & Continue.

Personal Information step: legal name, date of birth, nationality, email and phone, with Home Address further down

  1. Scroll down inside the same window to fill in your home address (street, city, state, ZIP). Select Save & Continue. Your checklist advances to "2 of 10 steps complete".

Provide work authorization and tax details

  1. Fill in your emergency contact: full name, relationship (Spouse, Partner, Parent, Sibling, Friend, or Other), and phone number. Email is optional. Select Save & Continue.

Emergency Contact step: full name, relationship dropdown, and phone number

  1. Choose your work authorization status from the dropdown - for example US Citizen, Permanent Resident (Green Card), or visa type. Select Save & Continue.

Work Authorization step: choose your work authorization status from the dropdown

  1. Enter your Social Security Number in XXX-XX-XXXX format (encrypted; only the last four digits show afterward). Choose your federal filing status and state for tax withholding. The I-9 citizenship field pre-fills as "A citizen of the United States" - change it if needed. If tax forms are listed under Generate & Sign Tax Forms, sign each one there in Toku (DocuSign does not email you a link). Select Save & Continue.

Tax Information step: SSN, W-4 filing status, state of residence, I-9 citizenship status, and Generate & Sign Tax Forms

Upload your identity documents

  1. From the dropdown "Which documents are you providing?", choose List A if you have one document proving both identity and work authorization (like a US Passport), or List B + List C if you are providing two separate documents (like a Driver's License plus Social Security Card).

Identification Documents step with List A chosen in 'Which documents are you providing?', and the upload box below it

  1. Select (or drag) your file into the upload box. Wait for the file name to appear in green. If it does not, check that it is PDF, PNG, or JPEG and under 10 MB. Select Accept and Continue once uploads are complete.

Signing your employment agreement

  1. When the Employment Agreement step opens, your agreement is listed under Documents to Sign. Select Review next to it to open and sign it right there in Toku through DocuSign, a secure signing service. DocuSign does not email you a link; if you leave before you finish, come back to Onboarding and select Resume signing.

Employment Agreement step: your agreement under Documents to Sign with its Review button; Accept and Continue stays greyed out until it is signed

  1. Accept and Continue activates once every required document (marked with *) is signed. Select it to move on.
  2. After you and your organization sign in DocuSign, the fully signed copy appears under Documents in the left-hand menu. It can take days to appear because both parties must sign first.

Provide banking and benefits

  1. Enter the account holder's name exactly as it appears on your bank account, your bank's 9-digit routing number, and your account number (encrypted; only the last 4 digits show afterward). Choose Checking or Savings. Bank name is optional. Select Save & Continue.

Banking & Payment step: account holder name, routing (ABA), account number, and account type

  1. For each benefit (Medical, Dental, Vision, Life & Disability, 401k, or FSA), choose Enroll, Waive Coverage, or I need more information. Some benefits complete later in an external carrier portal. Select Save & Continue.

Benefits Enrollment step: Medical, Dental, Vision, Life & Disability, 401k, and FSA elections

Review and submit your onboarding

  1. Select Continue on the final step, Review & Confirm. It shows a summary of all your entries: personal information, emergency contact, work authorization, tax details (with SSN masked), and banking. Read each card.

Bottom of the Review & Confirm step: a summary card with its pencil (Edit) icon, the Required Notices boxes, I confirm the agreed start date, and Submit Onboarding

  1. If anything is wrong, select the pencil (Edit) icon at the top right of that card to reopen the step and fix it. Otherwise, scroll to the bottom.
  2. Tick all required boxes under Required Notices (labor-law and state-specific notices) and tick "I confirm the agreed start date". The Submit Onboarding button activates only after every required box is ticked. Select it to send your answers to your organization and Toku for review.

Good to know

  • Saved steps show a blue check mark. You can sign out and return later without losing completed steps.
  • Session timeouts lose any typing you have not yet saved, but completed steps remain. Sign in again to resume.
  • Optional fields like gender or middle name do not hold you back from completing onboarding.
  • After submission, your Onboarding page shows "Awaiting verification" while it is under review, then "Completed" when review finishes.
  • Access platform sections (Overview, Documents, Time Off, and more) as soon as you sign in. Payroll pages fill in once your employment is fully active.
  • If a button looks disabled (greyed out), an unticked required field above is the reason - scroll up to find and complete it.

Still stuck?

You can email [email protected] to reach our support team. Please include your email address, organization name, and a description of what happened. Screenshots and videos are always welcome to speed up the troubleshooting process. Feel free to reach out any time for further assistance.

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