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: