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
https://youtu.be/v1RKFl-NVFg
How to create a Multi-Level Approval flow?

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