Contractor onboarding

• If you are working with a client who uses expansive, provide them with an email address and the relevant company name so they can add you to the system.
• Once the client has entered your details, you will be sent a welcome email with a magic link. This gives you access to your contractor profile so you can begin completing your onboarding information.

How to complete onboarding

Once you have logged into your contractor profile, there will be mandatory sections to complete. These may include:

• Company details
• Working hours
• Billing settings
• Services
• Quotes

If your client requires a complex rate card, you may not be able to add your services yourself. In this case, your client admin will need to complete this on your behalf.

Depending on what your client has requested, you may also need to complete additional sections such as:

• Accreditations
• Certifications
• Other requested information

Once all required sections have been completed and you are happy with the information provided, you will see the option to submit your profile for review.

• Once submitted, a notification is sent to your client asking them to review your profile.
• The client can either approve the profile or request more information.
• If more information is requested, the client will provide details explaining what needs to be updated.
• Once the necessary changes have been made, you can resubmit the profile for review.