Onboarding
Touch Points
Placement Record
Documentation
100

Location where onboarding requirements are listed

What is the company description field of the client record - MSA key terms

100

To ensure the contractor is ready to start the following day. First day instructions have been provided, equipment received if shipped

What is prior to first day call

100

Number of weeks in a 6 month contract

What is 26 weeks

100

C2C contract, exhibit A, W9, Direct Deposit form

What is C2C paperwork

200

Point at which BDM introduces client services for onboarding

What is immediately

200

To ensure the contractor arrived on time and that everything is in place for a successful first week

What is first day call 

200

Preferred day of week for scheduled end date

What is Friday

200

Employment agreement contract, offer letter, W4, I9, Direct Deposit form

What is W2 start paperwork

300

Criminal 7 year and SSN search

What is the standard GHG background screen

300

Ensure contractor has clear expectations for the project and communication plan going forward and review timesheet instructions

What is end of first week call with contractor

300

BH distribution list to tag on all placements

What is the Offer Paperwork Distro

300

Executed client documents required prior to start

What is a client SOW and PO if required

400

Important information identified and relayed to client for approval ideally prior to start of assignment

What is any planned time off during the assignment

400

ensure contractor has acclimated and expectations have been communicated by the client. Ensure the client has no initial concerns with the contractor

What is end of first week call with client

400

3 things the BDM must verify when placement is submitted to BDM

What are start date, end date and bill rate

400

Location all notes should be placed during an assignment

What is against the placement record

500

What should recruiters send immediately after creating the placement record

What is the client services intro email to contractor

500

Overall goal of candidate and client touchpoints

What is to limit any surprises, back outs, fall outs, firings, protect revenue

500

Important information recruiter should include in the placement record comments field.

What are special instructions for laptop shipment

500
Action to take after a conversation with a contractor or client

What is put your note it BH

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