“I love how easy Workhint is to locate staff based on the amount of work and project the team has, as well as set up schedules for tasks assigned as well as delivering wages based on amount of work and accomplishments.”
Albert A.
Sales Team Lead
Onboarding Flows
Onboard users with the right steps
Collect profiles, documents, forms, training, and approvals before users become active.
Forms
Collect the details you need
Build onboarding forms for profiles, business details, availability, skills, and role-specific information.
- • Profile details
- • Role-specific fields
- • Availability and skills
Profile
Onboarding
Role
Location
Phone
Start
EveningsSpanishSupport
Contractor
W-9Uploaded
IDPending
AgreementApproved
Documents
Gather required documents
Collect W-9s, compliance files, IDs, certifications, agreements, or other documents before activation.
- • W-9 and tax forms
- • ID and verification files
- • Compliance documents
Training
Share training and company info
Present instructions, company policies, videos, or training materials as part of the onboarding flow.
- • Training steps
- • Company information
- • Required acknowledgments
Progress2/3
WatchDone
ReadRequired
ConfirmNext
Kim
Omar
AnaApprove
Activation
Approve users when ready
Review completed steps and activate users only when the right information is collected.
- • Review status
- • Approval steps
- • User activation
Questions about Onboarding Flows
What are Onboarding Flows?⌄
They help you collect the information, documents, and approvals needed before users become active.
Can we collect W-9s and compliance documents?⌄
Yes. You can collect W-9s, IDs, certifications, agreements, and other required files.
Can onboarding include training materials?⌄
Yes. You can add company information, training steps, policies, videos, or acknowledgments.
Can each role have a different onboarding flow?⌄
Yes. Workers, managers, contractors, vendors, or customers can each follow different steps.
Can users be approved before activation?⌄
Yes. You can review submitted information and activate users only when they are ready.
Can onboarding connect to payments and compliance?⌄
Yes. Onboarding can collect the details needed for contracts, payouts, tax forms, and access.
