Onboarding & compliance

Get your crew ready to work.

Give workers one place to complete startwork. Review documents, resolve missing information, and track each person’s readiness.

Book a tailored walkthrough
UPP onboarding management showing individual and batch progress, status filters, and a worker readiness row
Onboarding progress with demo data.

Operational sequence

Follow the work from first move to final handoff.

Each stage carries the production record forward so the next team begins with the context it needs.

  1. Build packet

    Prepare the right startwork path

    Build the onboarding packet from the engagement, employer, client, production, and worker context that applies to the hire.

  2. Invite

    Open one worker onboarding portal

    Give each worker a direct path into the startwork items required for their engagement and responsible review team.

  3. Complete

    Guide the complete startwork journey

    Bring required profile, tax, payment preference, and document steps into one path so workers can see what remains before submission.

  4. Review

    Give teams a focused readiness review

    Use the onboarding dashboard and onboarding review workspace to review completion, I-9 and E-Verify context, and document readiness exceptions without treating visibility as automatic clearance.

  5. Resolve

    Re-open, resolve, and review exceptions

    Return incomplete or changed items to the right person, preserve the reason and review history, and reassess the engagement after correction.

  6. Clear

    Preserve a governed clearance record

    Give authorized teams client onboarding visibility and direct-hire readiness context while keeping the responsible review and decision explicit.

The right operational view

Shared context. Clear outcomes for every role.

Worker

See one complete startwork path

Follow required profile, tax, bank, and document steps from invitation through submission and any requested correction.

Onboarding administrator

Review readiness and exceptions together

See packet progress, required review context, document exceptions, re-opened work, and the next responsible action.

Client administrator

Follow readiness within the client scope

Review the onboarding status needed to staff work without gaining access beyond the assigned client and production context.

Compliance

Keep review and clearance governed

Evaluate I-9, E-Verify, document, and readiness context with a reviewable record of decisions and resolutions.

Evidence in context

Worker completion

Give each worker one complete startwork path

Connect the worker portal, required profile, tax, payment preference, and document steps to the engagement and responsible review team.

Crew member holding a tablet with its screen angled away inside a basecamp trailer.

Administrator review

Review completion and resolve exceptions

Bring packet progress, I-9 and E-Verify context, document readiness, reopened work, and the next responsible action into one accountable review.

Onboarding administrator sorting blank color-tabbed packets in a records room

Client and compliance readiness

Keep the clearance decision explicit

Give authorized client and compliance teams the scoped completion, exception, and resolution context they need without treating visibility or submission as automatic clearance.

Two production administrators reviewing closed document wallets at basecamp

A production-sized walkthrough

Walk through worker completion and review

See how UPP connects startwork, authorized review, exception resolution, and readiness.

Book a tailored walkthrough