Onboarding - RemotePass

Onboarding Portal

Use these guides as a resource to set your remote team up for success on RemotePass

Onboarding on RemotePass: global team avatars and a completed contract timeline
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Get Started

Watch these short video guides to set up your account and learn about the different contract types.

How to add a logo & profile picture?
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How to add a logo & profile picture?
How to set approvers?
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How to set approvers?
Add Users & Set Permissions
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Add Users & Set Permissions
How to set up 2FA?
Play
How to set up 2FA?
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Create Contracts

Watch these short video guides to learn how to create contracts on RemotePass.

What are the contract types?
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What are the contract types?
How to create a Fixed contract?
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How to create a Fixed contract?
Manage a Milestone contract
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Manage a Milestone contract
How to manage PAYG contracts?
Play
How to manage PAYG contracts?
How to Import Contracts in Bulk?
Play
How to Import Contracts in Bulk?
Onboarding Section Icon

Onboard

Watch these short video guides to learn how to onboard workers and manage contracts.

How to edit a contract?
Play
How to edit a contract?
Set an authorized signatory
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Set an authorized signatory
How to customize a contract template?
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How to customize a contract template?
How to set prorata?
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How to set prorata?
How to amend a contract?
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How to amend a contract?
How to manage expenses?
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How to manage expenses?
How to terminate a contract?
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How to terminate a contract?
How to manage equipment?
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How to manage equipment?
How to add an Annex to a contract
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How to add an Annex to a contract
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Pay

Watch these short video guides on how to manage payments

How to adjust a payment?
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How to adjust a payment?
How to process mass payments?
Play
How to process mass payments?
How to cancel a payment?
Play
How to cancel a payment?
How to download invoices?
Play
How to download invoices?
How to add an off-cycle payment?
Play
How to add an off-cycle payment?
How to download statements?
Play
How to download statements?
How to set up a recurring expense?
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How to set up a recurring expense?
How to Adjust Payments in Bulk?
Play
How to Adjust Payments in Bulk?
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Manage

Watch these short video guides and learn how to manage your organization processes.

How to create a Multi-Level Approval flow?
Play
How to create a Multi-Level Approval flow?
How to create an Org Chart?
Play
How to create an Org Chart?
How to create an Automation?
Play
How to create an Automation?
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Remote Team

Watch these short video guides to learn how to onboard on RemotePass and manage your account.

How to onboard remote teams?
Play
How to onboard remote teams?
How to add a Withdraw method?
Play
How to add a Withdraw method?
How to submit an expense?
Play
How to submit an expense?
How to submit time-off?
Play
How to submit time-off?
How to sign up for Insurance?
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How to sign up for Insurance?
How to Setup F2A
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How to Setup F2A
How to download statements?
Play
How to download statements?
How to Withdraw funds manually
Play
How to Withdraw funds manually
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