Track Your Contractors' Onboarding Progress

You can easily monitor every contractor from the People section of your dashboard to see their current onboarding status and identify any pending onboarding steps.

Understanding Contractor Onboarding Statuses

As your contractors move through onboarding, their profiles will reflect one of three primary statuses:

1. Invited: The contractor has been added to the platform, and an email invitation was sent, but they have not yet set up their account.
2. Onboarding: The contractor has logged in and is actively completing their personal details or required onboarding checklist.
3. Active: All mandatory onboarding steps are complete. The contractor is fully activated and ready to receive payments according to your scheduled payment frequency.

Overview of the Contractor Onboarding Journey

Contractor onboarding on RemoFirst consists of three main stages:

Account Setup & Personal Information

The contractor receives an invitation email, sets up a password, and logs into the platform. They submit their basic personal information and billing/home address matching their legal ID.

Onboarding Checklist Completion

On their dashboard, the contractor completes four essential requirements:

• Contractor agreement: Review and digitally sign their contractor agreement if applicable.
• Identity Verification (KYC): Upload a valid government-issued ID and perform a quick liveness check/selfie.
• Tax Form: Electronically sign the appropriate tax document automatically generated based on residency (Form W-9 for U.S. residents, Form W-8BEN for non-U.S. contractors).
• Withdrawal Method: Provide banking details matching the legal account holder's name.

Employer Review & Background Checks

The client/employer confirms the scope of work, rate, and agreement terms. If applicable, background checks (such as Criminal and Educational checks) are conducted before final activation.

How to Review Checklist Progress

1. Navigate to the People section in your RemoFirst dashboard.
2. Search the specific contractor profile.
3. Review their overall status badge or open their profile and navigate to Onboarding Checklist.
4. Identify any pending or flagged items needing attention.

Resolving Common Blockers

If a contractor experiences a delay during onboarding, here are the recommended guidance tips:

• Invitation Not Received: Ask the contractor to check their spam or junk folder and confirm that their email address was entered correctly in the platform.
• Agreement Awaiting Signature: Verify which party needs to sign next and ensure they are accessing the latest signature link.
• Identity Verification Incomplete/Rejected: Guide the contractor to reopen the verification task and follow the on-screen resubmission guidance (e.g., uploading a clearer ID or new selfie).
• Tax Form Questions: Advise the contractor to fill in the required fields presented by the platform. Please note that RemoFirst cannot provide personal tax or legal advice.
• Withdrawal Method Setup Issues: Ensure the contractor is entering bank details in their legal name matching their identity records and using a supported payout currency and country.

Need assistance?

Reach out to the RemoFirst Contractor Care team if:

• The contractor completed a step, but the platform checklist status has not been updated.
• An unexpected technical error blocks progress or prevents item resubmission.
• A resubmission link is unavailable or expired.

Chat with us or use the support option in the RemoFirst Help Center and select Contractor Success.

Include the company name, contractor name, country, and a clear explanation of the assistance you need.

Security Note: Do not send passwords, full banking credentials, or unredacted identity documents via unencrypted email.