Onboarding Portal

Use these guides as a resource to set your remote team up for success on RemotePass

Get started

Setup Company account

Estimated time 5 min

1
Create company profile

Easily create your company profile by filling out information such as:

- Company Name
- Registration Number, etc.

This information will automatically be displayed when you create contracts and invoices.

2
Add your avatar & company logo

Set your company logo and your avatar when creating your company account. This will appear on your RemotePass profile.

3
Add users and set permissions

Type in the email address and the role of your team members on the RemotePass platform to determine their access level.

Create contracts

Estimated time 5 min

1
What are the contract types?

There are four types of contracts: 

1. Fixed (where you pay a fixed rate on a monthly, bi-weekly, or weekly basis)
2. Pay as you go (Pay per day or per hour based on timesheets)
3. Milestones (Pay as milestones are completed) and
4. Full-time (a full-time employee)

2
Create 1st contract

You have the option of choosing from the RemotePass template library or uploading your own contract.

3
Invite team members

Once you have created the contract you can invite your team members via email to review and sign it.

Tips
  • As team grows make sure of Tags to stay organized
  • Archive terminated or canceled contract
  • Learn how to quickly duplicate a contract
  • Onboarding email templates

Get Started

Watch these short video guides to setup your account learn about the contract types  

https://youtu.be/wq2y7QDnPjY
How to add a logo & profile picture?
https://youtu.be/Vk4mCGrRrIo
How to set approvers?
https://www.youtube.com/watch?v=A1S8lZ2cbZg
Add Users & Set Permissions
https://www.youtube.com/watch?v=er0M43ltHHc
How to set up 2FA?

Create Contracts

Watch these short video guides to learn how to create contracts on RemotePass

https://www.youtube.com/watch?v=dhvihTaTSsM
What are the contract types?
https://www.youtube.com/watch?v=pSfFqAyBIx4
How to create a Fixed contract?
https://youtu.be/8T58rXkcVWM
Manage a Milestone contract
https://www.youtube.com/watch?v=pqsy_k2SmRE
How to manage PAYG contracts?

Manage Contracts

Watch these short video guides and learn how to manage your contracts

https://youtu.be/IrMOHs3ldYk
How to edit a contract?
https://youtu.be/Wil588LtsfM
Set a authorized signatory
https://www.youtube.com/watch?v=uYRnus_fd_Y
How to customize a contract template?
https://youtu.be/tNCuepd0Wdc
How to set prorata?
https://youtu.be/1-AJEj28N48
How to amend a contract?
https://youtu.be/pCs-0k7fAcU
How to manage expenses?
https://www.youtube.com/watch?v=iHnZf35LAsc
How to terminate a contract?
https://youtu.be/i1Mmf016DRI
How to manage equipment?
https://www.youtube.com/watch?v=oLZV9yeG79E
How to add an Annex to a contract

Payments & Reports

Watch these short video guides on how to manage payments

https://youtu.be/OYHrbDJ5dXc
How to adjust a payment?
https://youtu.be/cXOXSnMM_OQ
How to process mass payments?
https://youtu.be/KJwGfP29q_k
How to cancel a payment?
https://youtu.be/0iK85nOwsAg
How to download invoices?
https://youtu.be/w1qlhx1ztdM
How to add an off-cycle payment?
https://youtu.be/C3GDpp7Db9E
How to download statements?
https://youtu.be/fQvO9LqqqHY
How to set up a recurring expense?

Remote Team

Watch these short video guides to learn how to onboard on RemotePass and manage your account

https://www.youtube.com/watch?v=j2JEXDef-WI
https://www.youtube.com/watch?v=j2JEXDef-WI
How to onboard remote teams?
https://youtu.be/R4zIDrDrmSU
https://youtu.be/R4zIDrDrmSU
How to add a Withdraw method?
https://www.youtube.com/watch?v=waEvAW-N6Iw
https://www.youtube.com/watch?v=waEvAW-N6Iw
How to submit an expense?
https://youtu.be/jOTl-o2i4lU
https://youtu.be/jOTl-o2i4lU
How to submit time-off?
https://www.youtube.com/watch?v=sPpnEsLAMUE
https://www.youtube.com/watch?v=sPpnEsLAMUE
How to sign up for Insurance?
https://www.youtube.com/watch?v=er0M43ltHHc
https://www.youtube.com/watch?v=er0M43ltHHc
How to Setup F2A
https://www.youtube.com/watch?v=cFES9kqY17A
https://www.youtube.com/watch?v=cFES9kqY17A
How to download statements?
How to Withdraw funds manually
People are talking

Hear what teams love about using RemotePass.

RemotePass has been so efficient for us as we have at least 60% of our team being remote. Especially for tracking if everyone has been paid out or if they have reimbursements, we don't have to manually do it one by one anymore. It's also really good since we are in compliance with each and every single one of our remote teams' place of residence.

Lorena A, HR
@NasDaily

RemotePass has enabled Swvl to be more flexible, allowing us to hire the best talent in Remote locations. RemotePass has been a great partner and fast tracking Swvl's growth plans in multiple countries. Special shout out to the support team for the exemplary service.

Faizan M, Global HR
@SWVL

Brilliant service. We love and we'd be using it for the years to come. Also great customer success management as well!

Badr A.  CEO
@Soum

We love the entire system you guys have built, it's user-friendly and in particular we love the automated notifications part. Employees are automatically informed about the payment status and they receive the payment in a couple of hours after they get notified vs. manually asking us. Thanks for your ongoing support

Muhammed, CFO
@ShortPoint

The experience with Remote pass and the assistance you have provided with my recent transaction is amazing. I really liked the follow-up nudge and provide me details is super cool. Thanks for your help

Tarun V.
@NasEducation

Using RemotePass has been an absolute game-changer for our operations - knowing that we have a reliable partner on our side even in complex regions efficiently (this has previously been a big headache for us), allows our teams to focus exclusively on client service and product delivery

Nina, Associate VP
@Infomineo

We were looking for a simple and affordable product and RemotePass more than delivered. RemotePass helped us streamline and manage our remote teams. RemotePass understood us as a company and provided us the support and confidence that we are compliant with regulations, our remote teams have excellent support, and that we made the right choice

Preeta, HR Business Partner
@Eyewa

Love it! It has been an essential tool for us, the perks of having everything at the point of my fingers.Using RemotePass has been super efficient. The platform is user-friendly and fast, and communication with customer service is truly a "gold standard".

Iyad A, Head of People
@Unico

RemotePass has been very helpful as it streamlines the payment process to our consultants, with a simple 2 to 3 clicks the job is done. It is effortless and straightforward to use. The most important thing is that It eliminates any compliance risks we might face, and the lengthy verification process. Overall the system is excellent, and I would recommend it to other organizations.

Rafik, Head of HR
@Rizek

The product has been incredibly a game-changer for us as we scaled our team globally. Creating a great first impression when onboarding remote teams . Everything centralized in one place. Love it!

Roxana L, Chief People Officer
@Bankio

Our work with RemotePass is a partnership based on trust and credibility we are proud to have. With RemotePass services, onboarding and payroll for our global team is well managed and our employees feel safe and cared for.

Fahad A, HR
@Soum KSA

I was instantly impressed with the UI/UX of the RemotePass platform, it is incredibly user-friendly and the feedback I have received from the remote workers has been excellent. Having supplied contract and remote staff to clients in the Middle East for several years, I have been used to a very manual and labor-heavy process when it comes to payroll and compliance. After one demonstration from the team at RemotePass I switched from using an existing supplier, as I get better value and service using this platform.

David S, Practice Lead
@Salt

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