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Contractor onboarding

This Page Will Show You What Onboarding Will Look Like.

Contractor onboarding

This page will show you what onboarding will look like.

How to sign up

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
    • When completing the Services section, only select services that your company is able to carry out. Do not select every available service unless your company can genuinely provide them.
    • For each service you add, select the relevant SLA from the options provided by your client. Only select SLAs that your company is able to meet.
    • If you can provide the same service across multiple SLAs, you will need to add the service separately for each applicable SLA. Adding a service against one SLA does not automatically make your company available for that service across the other SLA options.
  • Quotes
    • Only select services that your company is genuinely able to quote for and carry out. Do not select all available services unless your company can provide them. Your selections should accurately reflect the services your company is capable of delivering.

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.

What happens after you submit your application

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.