Onboarding for Freelance Contractors Process

Début du flux de travail/processus.

Retrieve the specific contractor's details (Name, Email, Rate, Skills) from the Contractor Data Model.

Assign a task to the Legal/Admin user to draft the freelance agreement.

Generate a new entry in the Contracts Data Model linked to the specific Contractor.

Assign a task to the HR user to verify references and identity documents.

Update the Contractor entry status to 'Verifying' in the Data Model.

Retrieve the list of mandatory documents required for this specific contractor type.

Create a task for the Contractor to upload Tax ID, ID proof, and Bank details.

Mark specific document fields as 'Received' in the Contractor Data Model once uploaded.

Calculate the percentage of completed checklist items vs total required items.

Create a task for the IT Department to set up email access and software licenses.

Create a new entry in the IT Assets/Access Data Model for the new contractor.

Change the contractor status to 'Active' in the Data Model once all tasks are complete.

Send an automated welcome email to the Contractor's email address with onboarding instructions.

Send an email to the Finance Department to set up the contractor in the payroll system.

Create a report summarizing the time taken and completion status of the onboarding process for audit purposes.

Fin du flux de travail/processus.