The onboarding checklist gives you complete visibility into where each worker is in the process, and allows you to take action instantly to keep things moving forward.
Instead of contacting support or doing manual follow-ups, you can now monitor progress and unlock issues directly from the section. my team .
Where to find it
-
Go to my team
- Locate the worker you want to review
- Open the worker's summary
This will open the onboarding progress panel.
How the onboarding checklist works
Each worker goes through the following steps:
- Invitation
- Account creation
- Identity verification
- Contract signing (if applicable)
The list shows the current status of each step and what action (if any) is required.
States and actions step by step
1. Invitation
-
uninvited → Send invitation
-
Sent → Completed
-
Expired → Resend invitation
2. Account creation
-
Not created → Send reminder
-
Created → Completed
3. Identity verification
-
Incomplete → Send reminder
-
Under review → No action required
-
Verified → Completed
4. Contract signing
(Only for workers who require a contract)
-
Pending worker signature → Send reminder
-
Client Action Required → Go to the signature flow
- Signed → Completed
Important notes
- The steps are sequential , each step is unlocked only after completing the previous one
- Non-contract workers will complete onboarding after identity verification
Why is it important
Using the onboarding checklist helps you:
- Quickly identify at which stage workers are blocked
- Take action without leaving the platform
- Reduce onboarding delays
- Avoid contacting support to check statuses