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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