Onboarding Templates

You can find, add & update onboarding templates under Settings. Onboarding templates allow you to set up reusable workflows for current or future partners - making it easy to get agreements signed, questionnaires collected, required documents uploaded and profiles completed/updated.

You can create onboarding templates for different talent categories such as supplier vs freelancer or graphic designer vs IT contractor. Then, when inviting them to the platform - simply apply one or more on boarding templates to gather the required information.

Take the following steps to create your onboarding templates!

  1. From your administrator account, navigate to the Settings menu using the drop down menu beside your name (in the left navigation bar).
  2. Select the Templates option
  3. Click on the Onboarding Templates tab
  4. Click on the blue Create New Template button

You will see a window that allows you to create your own custom onboarding template.

From here you can: 

  • Add pre-defined fields
  • Create a questionnaire (or add one from your questionnaire templates)
  • Add agreements for signature from your agreement templates
  • Request document uploads from the freelancer or vendor
  • Assign an onboarding manager

Track Onboarding Progress

If you are using onboarding templates to hire a lot of new partners, you can now track your progress with this handy report that you will find in Insights.

Next Step: Assigning Onboarding Templates

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