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To quickly and accurately onboard new clients prior to placing contingent workers, staffing agencies require collaboration on sales contracts and timely completion of worksite evaluations. If contingent worker terms and conditions are not centrally controlled, incorrect information may be supplied to clients. Many agencies still rely on email to onboard new clients, and the manual back-and-forth can be frustrating and time-consuming. In addition, these manual processes provide no way to consistently track completion of tasks across geographically dispersed teams. The Challenge OnTask streamlines and standardizes the generation and execution of sales contracts, terms and conditions, staffing agreements, and worksite evaluations. This digital process automation tool reduces risk by eliminating errors and ensuring compliance across the board. This also saves staffing agencies time and improves the client’s experience by reducing manual collaboration. Automation of critical business processes enables staffing agencies to focus on driving new business and ensuring the safety of contingent employees, instead of wasting time on manual tasks. The Solution www.ontask.io US/CAN +1 800 875 7009 INT +1 813 875 7575 OnTask helped us streamline our process, create more forms, and execute on e-signatures. We used to email waivers and now there’s a digital way to process and capture that information. We look more professional now because of OnTask. “ ” Process Automation for Staffing Agencies Automate documents and streamline forms processing for client onboarding. - Monica Zayas, Chief Operating Officer, Formula 55 Key Features Accelerated Contract Acceptance — Automatically generate, edit, and execute agreements and contracts for a new client. Digital Collaboration — Ensure secure, trackable collaboration during client onboarding and guarantee compliance. Digital Signatures — Get documents signed and returned faster from any device. Process Builder — Easily map, replicate, and update your client onboarding process with an intuitive, no-code workflow tool. Auto-Merge — Populate client documents with ease from data in web forms and other systems or databases. Fast Form Creator — Automatically find and place fields on your client documents to create reusable digital forms in minutes. www.ontask.io US/CAN +1 800 875 7009 INT +1 813 875 7575 Insights — Keep team members proactively informed and on track throughout the contracting and worksite evaluation process. Discover a more professional look & feel for your processes…without the corporate price tag. Big Business Aesthetic. Small Business Mindset. Streamline critical client onboarding processes and enable employees to focus on driving new business while ensuring the safety of contingent workers. Schedule a demo: ontask.io/#request-demo Automation Made Simple Developed to help staffing agencies digitally transform. Key features include:
