Once you sign up, you’ll land on the ‘Get started’ page. If you are a provider, you’ll have to complete the following four steps. On completion of all four steps, you’ll be able to access the full TalentDesk platform.
Step 1: Complete the onboarding form
If your company has requested you to complete an Onboarding form, this is what it’ll look like. Each organization’s onboarding form varies and hence, please provide the necessary details in the onboarding form. Once you complete them, click on ‘Save & continue’. You’ll be directed to the next step.
Once submitted, the organization usually reviews and either approves / requests amendment / rejects the onboarding form. It totally depends on the organization on when and what they would do. However, you can keep track of your email inbox as you’ll be receiving an email notification once the organization makes an update to the status of the onboarding form.
Step 2: Complete your profile
It’s now time to fill out your profile details (mandatory for you to collaborate on the platform and get paid). This is where you can add in the following:
- Photo
- First name (Mandatory field)
- Middle name
- Last name (Mandatory field)
- Job title
- Date of Birth
- Phone
- Address (Mandatory field)
- Attachments (if any)
- Resume
When done select the ‘Save & continue’ button in the bottom right corner.
Step 3: Complete your Invoicing and Tax information
Now, you need to fill in the details confirming if you are a legal entity or incorporated based on which the upcoming fields may vary. Once done, Click on ‘Update’.
Step 4: Add a payment method
In this step, If you work for an organization that pays you via TalentDesk, you need to add your payment method and enter your account details to which you would like to receive your payment.
Step 5: Choose how to get paid
If you have added more than one payment method, choose the one to which you would like to receive payment from your organization.
Once you complete all these steps, you need to wait for your onboarding form to be approved by your organization after which you’ll have complete access to the platform.
Opportunities - Managers
Opportunities is a section where you can add new projects for which you would like to have your providers within the organization apply for it. It is more like a job opportunity/project opportunity within the organization. One you create an opportunity, it’ll be displayed to all your providers and they’ll be able to apply for it.
To create a new opportunity,
- Go to Projects > Opportunities
- Click on the ‘New opportunity’ on the top right corner
- Fill in the necessary fields and hit the ‘Create project’ button.
