Workflows
Automating the W-9 Collection Stage in Worksuite For talent who file taxes in the United States, the Tax information form generates their W-9 for you. S...
Fri, 30 Oct, 2026 at 1:23 PM
How to Create Workflows in Worksuite Workflows in Worksuite help you automate routine tasks, improve efficiency, and ensure consistency in your processes...
Fri, 30 Oct, 2026 at 1:23 PM
Enhancing Onboarding with Custom Workflow Notifications in Worksuite Custom notifications are simple yet powerful ways to enhance your onboarding process....
Fri, 30 Oct, 2026 at 1:23 PM
Use content blocks to put instructions, a policy or a training video in front of your talent during onboarding. You add them to a Request data stage in a w...
Thu, 29 Oct, 2026 at 7:17 PM
Workflows move your talent through the steps you set: forms, documents, agreements, internal reviews and automatic actions. This article shows you how to s...
Fri, 30 Oct, 2026 at 1:57 PM
When a contract requires 1099 insurance, the worker completes a 1099 insurance stage in their onboarding workflow. For each required policy, they can buy c...
Thu, 29 Oct, 2026 at 4:05 PM
Freelancers outside the US onboard and get paid in Worksuite the same way as US freelancers, with one difference: they sign a W-8 form instead of getting a...
Fri, 30 Oct, 2026 at 1:59 PM
Getting Started with Workflow Editor 2.0 in Worksuite Welcome to Workflow Editor 2.0! This guide is designed to help you navigate and utilize the new feat...
Fri, 30 Oct, 2026 at 1:23 PM