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.

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