1. Access Employees Section
First, navigate to the Employees section in the left-hand menu.
2. Open Invite Employee Form
Next, click on the Invite Employee button to begin the process.
3. Start User Invitation
Now, complete the required field in the User Information section.
4. Remind Employee To Complete
Now, select Remind Employee to fill out Loan Out Start Work to prompt completion.
5. Pre-fill Start Work Form
Click on Pre-fill Start Work to access the Start Work packet.
6. Add the Start Form
Now, click Add to fill out the start form.
7. Employment Details
Fill out all required fields on the start form then click Submit.
Note: for more details on sending an offer and GreenSlate's start form, click here.
8. Submit Start Form
Verify the information is correct and then finalize by sending the employee's start work form.
9. Acknowledge Submission
Next, click Ok to close the start form packet.
10. Send Invitation
When you’re ready, click Invite to send the invitation to the new employee.
Note: Once invited, employees will have the option to set up their loan out company and submit a loan out start work packet that includes the prefilled start form.
Start work admins can review a loan out company’s documentation by clicking on the employee’s W-9 link (on the employee’s start packet or via the digital start work’s W-9 page).
That's it. You have successfully set up a Loan Out Offer in Greenslate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.