Globalli

This video explains the contractor self-service onboarding flow. This overview is designed for Contractors who want a visual walkthrough of what to expect when onboarding. 

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How to accept the invite from Globalli to begin onboarding  

How to capture personal and tax information

- How to accept the invite from Globalli to begin onboarding  
- How to verify the contract details
- How to capture personal and tax information
- How to setup withdrawal methods
- How to sign documents

Receive an email invitation from Globalli with a secure link to Complete Onboarding.

Create a Globalli account using the same email address the invite was sent to and the Organization ID found in the email invite. 

If incorrect, select Decline Contract. If correct, select the checkbox to verify that it is correct. 

Complete Personal Information, incluing Home Address.

Complete Persona ID verification step.

Choose how to be paid by selecting a Withdrawal Method and entering the required information.

Review and sign Signature Documents.

1. Receive an email invitation from Globalli with a secure link to Complete Onboarding. 
2. Click Complete Onboarding
3. Create a Globalli account using the same email address the invite was sent to and the Organization ID found in the email invite. 
4. Enable Permissions
5. Review and verify Contract 
6. If incorrect, select Decline Contract. If correct, select the checkbox to verify that it is correct. 
7. Complete Personal Information, incluing Home Address.
8. Complete Persona ID verification step.
9. Enter Tax Information.
10. Choose how to be paid by selecting a Withdrawal Method and entering the required information. 
11. Review and sign Signature Documents.
12. Onboarding is Complete.

Article: <a href="https://help.globalli.io/en/articles/11852529-how-to-onboard-as-a-contractor">How to Onboard as a Contractor</a>

Video Guide: <a href="https://help.globalli.io/en/articles/13673057-add-new-contractor">Add New Contractor</a>

- Article: <a href="https://help.globalli.io/en/articles/11852529-how-to-onboard-as-a-contractor">How to Onboard as a Contractor</a>
- Video Guide: <a href="https://help.globalli.io/en/articles/13673057-add-new-contractor">Add New Contractor</a>

If you have questions after watching the video:

Start a chat with our Support team using the ? icon in the top navigation or email us at <a href="mailto:support@globalli.io" rel="nofollow noopener noreferrer" target="_blank">support@globalli.io</a>

- Start a chat with our Support team using the ? icon in the top navigation or email us at <a href="mailto:support@globalli.io" rel="nofollow noopener noreferrer" target="_blank">support@globalli.io</a>
- Browse additional Help Centre resources

🎥 How to Onboard to Globalli as a Contractor

Contractor Self-Serve Onboarding

Back to Globalli.io

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Contractor Self-Serve Onboarding

Overview

Watch the Demo

What You’ll Learn

Step Summary

Related Resources

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