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Adding the Onboard Component to Your App

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Onboard allows you to quickly integrate white-label onboarding flows directly in your payroll application.

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Screenshot of an employee onboarding modal for a hypothetical Check partner "Workscout"

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NOTE: This SDK only works to embed Check Onboard. This SDK will not work for all other Check Components. Please see Embedding a Component if you would like to embed other Check Components in your app.

Installation

Check provides a JavaScript SDK to integrate with Onboard. Add the following line to your page's <head> section.

<script src="https://cdn.checkhq.com/onboard-initialize.js"></script>

Usage

The onboard-initialize.js script you installed gives you access to the Check variable. Use this to create a handler object. The handler then provides the API to interact with Check Onboard from your application. In the following code example the config object must contain a link property set to the URL you obtained from the Check Onboard API. Both employee and company onboard links are supported.

const handler = Check.create(config);

From here you can open and show the modal.

handler.open();

As well as close and completely remove the modal from the page.

handler.close();

Configuration

The following configuration properties are supported for the config object passed to Check.create().

PropertyUse
linkRequired. The generated Check Onboard URL for the onboarding flow.
onCloseOptional. A callback that will be called when the embedded modal is closed.
onEventOptional. A callback that will be called when certain events occur during the onboarding. See below for event details.

Events

As a user steps through the onboarding flow for an employee or a company, events will trigger your provided onEvent callback. This callback should accept two parameters: An event name and event data.

Event NameEvent Data
'check-onboard-app-loaded'null
'check-onboard-app-completed'null
'check-onboard-ssn-updated'string
'check-onboard-payment-method-updated'PaymentMethod
'check-onboard-bank-accounts-updated'BankAccount
'check-onboard-tax-form-updated'Form[]
'check-onboard-authorization-form-updated'Form[]
'check-onboard-tax-setup-form-updated'Form[]
'check-onboard-filing-authorization-form-updated'Form[]

Example Project

In this section we will build a website to demonstrate the JS SDK for Onboard. The following commands will initialize a new npm project and then install Express and a proxy middleware for the Check API.

npm init --yes
npm install --save express http-proxy-middleware

Then create an index.js file with the following contents.

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Note

Remember to replace <your sandbox API key> with your actual API key.

const express = require('express');
const {createProxyMiddleware} = require('http-proxy-middleware');

const PORT = 3000;
const HOST = 'localhost';
const CHECK_API_KEY = '<your sandbox API key>';

const app = express();
app.use('/', express.static('.'));
app.use(
  '/check-api',
  createProxyMiddleware({
    target: 'https://sandbox.checkhq.com/',
    changeOrigin: true,
    pathRewrite: {'^/check-api': ''},
    onProxyReq: (proxyReq, req, res) => {
      proxyReq.setHeader('Authorization', `Bearer ${CHECK_API_KEY}`);
    },
  }),
);
app.listen(PORT, HOST, () => {
  console.log(`Starting demo at http://${HOST}:${PORT}/`);
});

Next create an index.html file with the following contents. The <script> section in the body of this document shows how you can launch Onboard for an employee.

<!DOCTYPE html>
<html lang="en">

<head>
    <meta content="text/html;charset=utf-8" http-equiv="Content-Type">
    <meta content="utf-8" http-equiv="encoding">
    <title>Check Onboard</title>
    <script src="http://cdn.checkhq.com/onboard-initialize.js"></script>
</head>

<body>
    <script>
        async function launchDemo() {
            let response = await fetch(`/check-api/employees`)
            const employees = await response.json()
            const employee_id = employees.results[0].id;
            response = await fetch(`/check-api/employees/${employee_id}/onboard`, { method: 'POST' })
            const onboard = await response.json()
            const handler = Check.create({ link: onboard['url'] });
            handler.open();
        }
    </script>

    <button onclick="launchDemo()" type="button" class="btn btn-primary">Launch Demo</button>
</body>

</html>

Launch the demo by running node index.js on the command line, navigating to http://localhost:3000 in a web browser, and then clicking the Launch Demo button.

Updated 2 months ago