Overview
Once you've created your onboarding forms and packets, you can start sending them out to your crew for electronic signatures (eSign). This article will guide you through the different ways of managing crew onboarding using LASSO Signature, ensuring that all necessary documents are completed and stored efficiently.
Check Onboarding status from the Crew Roster
Access the Crew Roster:
Navigate to the crew roster to see an overview of your team members selected and approved for the event.
A banner at the top of the page will alert you if some crew members have not completed their onboarding.
Next to each crew member's name, a flag icon will indicate whether onboarding has not started or is in progress.
Initiate Onboarding:
Click on the "Update Crew Details" button at the top of the roster.
From here, you can initiate onboarding for all crew members who have not yet started the process.
Click the "Initiate Onboarding" button to send the default onboarding packet to these crew members for e-signature.
Track Onboarding Status:
The roster will show you which crew members have completed their onboarding.
This helps you make informed decisions about crew assignments and readiness.
Reviewing Crew Member Profiles
Access a Crew Member's Profile:
Click on a crew member's name to view their profile.
Navigate to the Signature Section:
On their profile, navigate to the "Signature" portion.
Here, you can see a list of packets and forms that have been sent to them, along with their current status and the date the status last changed.
Manage Onboarding Dates:
If a crew member has recently completed their paperwork outside of the LASSO app, you can manually set the onboarding date in their profile.
This ensures that the system accurately reflects their onboarding status.
Send Additional Paperwork:
If a crew member needs to update specific information, such as direct deposit details, you can send them additional forms.
For instance, if a crew member got a new bank account, you can send them a new direct deposit form.
Conclusion
Using LASSO Signature for crew onboarding streamlines the process, making it easier to manage and track the completion of essential documents. By following these steps, you can ensure that your crew is fully onboarded and ready to start their tasks, improving overall efficiency and compliance.