Account setup for Providers
After accepting your platform invitation and finishing the initial Sign-Up process for TalentDesk, you will be automatically taken to your ‘Get Started’ page. Here you will see a list of steps to complete to access your TalentDesk account, start working on assignments, and receive payments through TalentDesk.
Step 1: Onboarding form
Onboarding forms allow your company to collect essential information before working with contractors via TalentDesk. If your company uses an onboarding form, you will be prompted to complete it. After filling it out, click ‘Save & Continue’ to notify your manager of your submission.
After submitting your onboarding form, your company will review it and may approve, request amendments, or reject it based on their requirements. Check your email for notifications regarding the status of your form.
Onboarding Form Statuses
Pending Review - Your onboarding form is pending review and action from your company
Approved - You have been approved to work with the company through TalentDesk
Amendment requested - Review feedback for any given field on your onboarding form, make the necessary changes, and resubmit the form for review.
Rejected - Your form has been rejected. You will likely receive a reason why from the company.
Step 2: Complete your profile
Completing your profile is mandatory for platform access, collaboration, and payment through TalentDesk. Profile details include:
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Photo
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First name (mandatory)
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Middle name
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Last name (mandatory)
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Job title
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Date of Birth
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Phone (mandatory)
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Address (mandatory)
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Attachments (if any)
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Resume
When finished, select ‘Save & continue’ in the bottom right corner of the page.
Step 3: Complete your Invoicing and Tax information
Next, you will be prompted to add your personal tax details to confirm if you will be operating as a legal entity or individual on the platform.
If you are a US taxpayer, these details are captured so your company may submit a 1099 filing on your behalf with the IRS at the end of the tax year. You will also be prompted to upload a W9 tax form at the bottom of the page.
If you are registered in a region where VAT, GST, or HST is applicable, please indicate which system you are registered in and add your personal ID number.
Once this section is complete, click on ‘Update’ at the bottom of the page.
Please reference Invoicing and Tax Information to understand the tax reporting process in greater detail.
Step 4: Add a payment method
If you work for an organization that pays you via TalentDesk, you will be prompted to add your payment method and account details where you would like to receive your payments.
Step 5: Choose how to get paid
Finally, link a configured payment to the the organization you are working for on TalentDesk.
After you have completed the Get Started steps and you have received a response from your company regarding your onboarding form (if applicable), you will gain access to the TalentDesk platform where you can review work assignments, collaborate with team members, and get paid for your contributions.