What this does
When a candidate accepts an offer for a contract or temp role, the onboarding flow fires automatically. The candidate gets a single link that walks them through every document: I-9 with photo upload of ID, W-9 (or W-4 for W-2 contractors), direct-deposit form, your firm’s NDA, and any client-specific docs.
Each document is e-signed, timestamped, and stored in the candidate record. Your back-office team gets the package as a single PDF bundle for payroll setup.
Why this matters
Contractor onboarding is the bottleneck between “offer accepted” and “first billable day.” Every day in that gap is money not earned. Most agencies lose 2–4 days chasing paperwork via email back-and-forth. The snapshot collapses that to under a day — often under 2 hours when the contractor is motivated.
The candidate experience also matters. A guided, mobile-friendly onboarding flow signals professionalism. The contractor decides during onboarding whether they like working with you — set the tone right.
How it’s configured
Each role family has an onboarding template: W-2 contractors get I-9 + W-4 + direct deposit + NDA; 1099 contractors get W-9 + ICA + NDA. For healthcare, add credential uploads. For finance, add background-check consent.
For client-specific paperwork (some clients require their own NDA, IP assignment, code of conduct), each client engagement has its own document bundle that gets layered on top of the base.
What you’ll have on day 1
- W-2 onboarding flow (I-9 with ID upload, W-4, direct deposit, NDA)
- 1099 onboarding flow (W-9, ICA, NDA)
- E-signature for every document
- Mobile-friendly, single-link guided experience
- Auto-bundle to PDF for back-office payroll setup
- Audit log with timestamps for compliance