What are the Onboarding Steps for Contractors?

Article author
David Oragui
  • Updated


After signing in for the first time, you will see the onboarding steps:


Step one is to complete the onboarding information. You can onboard either as an individual or as a company. This determines what name is used on the contract and on the invoice.

Once you have completed the form, you will see this is checked off on the dashboard.


At this point, an email is sent to your hiring company that you have completed onboarding. The company will then start the signature process. You will receive an email requesting signature once the company has initiated the process.


You can also review the contract and clicking on review contract. There is no task that you have to do on the contract.