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SP Onboarding
- Click on “SP Onboarding” under HR
- Click on “Invite” to create an onboarding invitation for a service provider.
- Fill in some basic details for the service provider and click “Send” to send out the invitation.
- After the invitation was sent, the service provider will receive an email as below. And they can click on the link to start the onboarding process.
- Step 1 – fill in basic information of the company
- Step 2 – Upload certificate, insurance and licences.
*If the SP type is adhoc, then all insurances are mandatory.
- Step 3 – enter service details, including services offered, region covers and rates.
- Step 4 – Fill in staff details
- Step 5 – enter password to create a new user account
- Step 6 – Review Contract and sign.
- After finishing the form. Click “Submit”. Now the SP onboarding is completed and the admin can view the record from the SP onboarding list.
