Contractor On-Boarding Process

Last updated 5 years ago First published 22 December, 2016

This tree gives detailed steps based off of answers given by a contractor whether wanting or not wanting to comply with customer requests in order to work or continue working with them.

English Rating: Above 18 Shortest path: 5 nodes Longest path: 9 nodes Possible solutions: 15
Transcription
  • Does the contractor have a subscription? Yes. No.
  • Has the contractor connected to the Client? Yes. No.
  • CNL needs to be automatically sent to contractor for contractor's viewing..
  • Has a release request been added to the contractor for specific Client? Yes. No.
  • Go to Operator SSQ page, Search for contractor, and add release request to contractor page.
  • Did Contractor Connect with Client? Contractor is connected to Client. No. Yes.
  • Contractor guide auto sends to contractor. No further action on IB's side needed.
  • CSR will contact contractor for release.
  • Disposition needs to changed to On-boarded Complete under specific operator for on-boarding.
  • Contact contractor. 1. Phone call needs to be first. 2. Email second. Contractor wants to sign up while on phone.. No. Yes. 4 contacts have been made without speaking to someone at the requested company.
  • 1. Invoice is created in tools (for time being) 2. Invoice is paid out and sent to contractor 3. Contractor is released to Client 4. Benefits are turned on for current term 5. Contractor is given on-board complete disposition for said client 6. Auto welcome email and contractor guide sent.
  • Contractor will be sent to Client Support rep to be sent back to Client on how to proceed.
  • Did contractor give a reason as to why they don't want to set up at this time? Bad Contact Info. Variance/Exemption. RTP/NOT WORKING. Out of Business. Decision hasn't been made yet. Removed By Client.
  • Continue to contact contractor until a purchase is made or they give a reason as to why they will not comply with the request. Make a note in access and CMS. Create follow-up phone call. Disposition will be made on contractor for each Client based on answer.
  • Note is made in Access and CMS for reason contractor is Refusing to Participate or Not Working. Disposition is made under Operator list for contractor to Refuse to Participate or Not Working.
  • Disposition contractor as Out of Business. Client Support will send back to the Client for additional info.
  • This disposition is given with feedback from Client based on amount of contacts, contractor should not have been on list or they are approved an exemption.
  • Did you use Google, LinkedIn,Operator etc. to find additional info? No. Yes.
  • Disposition contractor as Bad contact. Client Support will send back to the Client for additional info.
  • See blue box above.
  • Did the contractor give a reason why they don't want to sign up? No. Yes.
  • E-mail variance for to contractor to complete and return. Disposition contractor as a follow-up in 3 days to check status of variance. Once variance is returned, mark contractor as a Exemption requested disposition and send variance form to Client Support..
  • Get reason for variance. E-mail variance for to contractor to complete and return. Disposition contractor as a follow-up in 3 days to check status of variance. Once variance is returned, mark contractor as a Exemption requested disposition and send variance form to Client Support..