Workspace configured
- Admin and reviewer accounts created with correct roles and permissions
- Organization settings configured (locale, notification hours, data retention)
- Teams and approvers assigned
- Ready to start importing contractors immediately
Kickoff
One 60–90 minute session to align on everything. You'll leave with a fully configured workspace, policy settings, ARL risk class mappings, template downloads, and a clear migration plan. No guesswork—everything is set up and ready to go.
Kickoff outcomes
Policy & risk mappings
- Policy preset selected (Standard/Strict/Light) and customized to your needs
- EPS/ARL recency requirements set (e.g., certificates must be ≤30 days old)
- PILA due date configured (typically 10th of month)
- Role → ARL risk class mapping completed (ensures contractors have correct insurance for their work type)
- Warning windows set (30/15/5 day reminders)
Templates & migration plan
- Service contract templates downloaded and ready to use
- CSV import template provided with all required fields
- Roster import process explained and validated
- Contractor invitation workflow confirmed
- Timeline agreed for first contractor onboarding
Finance guardrails understood
- Payment hold system explained (how invoices/payouts are blocked)
- Override process demonstrated (when and how to use time-boxed overrides)
- Sample payment run previewed to show what gets blocked and why
- Audit trail capabilities reviewed
- Finance team trained on preview and release process
What to bring
People & access
- Names and emails of Admins and Reviewers who will manage compliance
- Optional: Finance and Legal team members as observers
- If using Siigo ERP: tenant details for integration setup
Templates & roster
- Your current service contract template(s) (we'll help optimize if needed)
- Initial contractor roster as CSV with: name, email, ID number, ID type, phone, role, ARL risk class, contract dates, rate
Policy decisions
- EPS/ARL certificate recency requirement (e.g., certificates must be ≤30 days old)
- PILA due date preference (typically 10th of month, but configurable)
- Warning window preferences (when to send reminders: 30/15/5 days before expiration)
- Payment gate preferences (which gates to enable: assignment, invoice, payout)
Operations workflow
- Your invoicing cadence (weekly, bi-weekly, monthly)
- Invoice approval workflow and who approves what
- Preferred reminder frequency and channels (email, SMS, both)
- Escalation contacts for urgent compliance issues
Policy preset
Pick a starting preset. You can fine-tune later in Policy.
Role → ARL risk class
| Role | Requires ARL | Risk class |
|---|---|---|
| Courier | Yes | III |
| Field tech | Yes | II |
| Designer | No | — |
Map roles that require ARL and their class (I–V).
Finance preview
| Contractor | Invoice | Status | Reason |
|---|---|---|---|
| Ana Pérez | #INV-1042 | Held | PILA (prev. month) missing |
| J. Ruiz | #INV-1043 | Payable | — |
| M. López | #INV-1044 | Held | ARL class mismatch |
Simulated run: see which invoices would be held and why. Overrides are logged with TTL.
Templates & downloads
Use these to prep before Setup & Migration.