Invite one or many Providers to your TalentDesk network
To add providers to your TalentDesk account, begin by navigating to the Team section in your sidebar menu. From there, click on the teal ‘Invite Providers’ button located in the top right corner of the page.
Step 1. Add Providers
Enter the email address of the provider in the designated text box. Add each email address individually or add many contacts at one time by selecting 'Add all at once' above the text box. If you are adding multiple providers simultaneously, you can either directly copy and paste a list of email addresses into the text box or type in each address separated with a comma.
Step 2. Select User Type
When choosing the user type for your provider invitations on TalentDesk, you will usually opt for Contractor. However, you also have the flexibility to invite internal team members as Employees to collaborate on the platform.
Here, indicate if your invitees should be onboarded through our Agent of Record service, where TalentDesk manages contractual terms directly with your Providers or our standard freelance management service, where your organization manages all contractual terms.
Lastly, assign your invitees to any Groups that they should be added to once they complete the onboarding process.
Step 3. Details
Use TalentDesk's default invitation message or customize a message in the text field provided. This message will be sent in the email invitation to the user.
Decide whether you want your invitee(s) to complete a custom onboarding form during the Get Started process. Learn more about Onboarding Forms and their benefits.
Finally, select any legal documents you wish (or need) your invitees to review, accept, and/or sign during their Get Started process. Learn more about Legal Documents on TalentDesk.
In the Advanced Options section, you have the ability to immediately approve invitees and/or set an expiration for the invitation if needed. Once you have finalized your invitation settings, simply click on the 'Invite providers' button located at the bottom of the page.
Once you send out your invitations, they will be processed, and you will be directed to the Invitees section of your account. Here, you can easily monitor the status of all your platform invitations.