Candidate Onboarding Guide

A complete walkthrough for agents on how to onboard, manage, and support candidates for success

Your Role in Candidate Onboarding

As a Remote-Works agent, you are responsible for guiding candidates from initial setup through to active project participation. A well-onboarded candidate is more productive, earns more, and stays engaged longer -- which directly impacts your earnings and reputation.

This guide covers each stage of the onboarding process, from first contact to sustained project management, with practical steps and timelines.

Onboarding Phases Overview

1

Phase 1: Profile Setup (Day 1-2)

  • Verify candidate has completed their Remote-Works profile (skills, experience, photo)
  • Confirm timezone and availability are set correctly
  • Ensure identity verification documents are uploaded
  • Introduce yourself through the platform messaging system
2

Phase 2: Assessment Preparation (Day 2-5)

  • Guide candidate to the Learning Hub for relevant skill assessments
  • Share preparation tips and platform-specific requirements
  • Schedule assessment coaching sessions through the platform
  • Monitor progress and provide encouragement
3

Phase 3: Project Matching (Day 5-10)

  • Identify suitable projects based on candidate skills and assessment results
  • Submit project applications through proper channels
  • Coordinate with the head of agents on project assignments
  • Keep candidate informed of application status at every step
4

Phase 4: Active Project Support (Ongoing)

  • Ensure candidate is set up on the project platform and understands expectations
  • Track project progress and update the project page regularly
  • Address issues and questions promptly through platform messaging
  • Assist with payment setup (Stripe) and invoice verification

Communication Best Practices

Do

  • Respond to candidate messages within 24 hours
  • Use approved message templates from the head of agents
  • Explain processes clearly and set realistic expectations
  • Provide regular status updates on project applications
  • Direct company-related questions to the support team

Do Not

  • Communicate with candidates outside the platform
  • Share personal contact details (phone, personal email)
  • Make promises about earnings or project approvals
  • Use unprofessional or disrespectful language
  • Ignore candidate messages or miss scheduled sessions

Remember: All communication must happen within the Remote-Works platform. Candidates are always right -- maintain professional, respectful, and supportive communication at all times.

Project Page Management

The project page is the central hub for tracking all candidate work. Keep it updated at every step of the process.

Application Tracking

Log every project application with the platform name, date submitted, and current status. Update the status as it progresses through review, approval, or rejection.

Session Scheduling

Schedule all candidate sessions through the project page. Include the platform, purpose, estimated duration, and date/time. Confirm with the candidate before the scheduled time.

Progress Notes

Document progress after each milestone: tests passed, projects approved, tasks completed, issues encountered. This creates a clear record for weekly reporting.

Earnings Documentation

Track candidate earnings per project and ensure payment information is up to date. Coordinate with admin on any payment discrepancies.

Scheduling & Time Management

Schedule Through the Platform

Always schedule sessions using the project page. Clearly state the platform, reason for the session, estimated duration, and date/time.

Confirm with Candidates

Get explicit confirmation from the candidate before every scheduled session. Send a reminder message 24 hours before.

Be Punctual

You must be available at the scheduled time. If you need to cancel or reschedule, notify the candidate at least 4 hours in advance to avoid penalties.

Respect Time Zones

Always verify the candidate's timezone when scheduling. Use the platform's built-in scheduling tools to avoid confusion.

Attendance Policy: You MUST be active at the scheduled time. Repeated no-shows or late cancellations will result in penalties and may affect your standing.

Common Onboarding Tasks & Time Estimates

Platform Applications

30-45 minutes each
  • Completing new platform registrations
  • Filling out application forms accurately
  • Submitting required information
  • Setting up payment details

Profile Optimization

20-30 minutes
  • Updating profile information
  • Adding skills and qualifications
  • Uploading profile photos
  • Optimizing for better matches

Assessment Support

30-60 minutes
  • Guiding through qualification tests
  • Reviewing assessment instructions
  • Providing preparation resources
  • Tracking assessment results

Project Setup

15-30 minutes
  • Walking through project requirements
  • Setting up workspace and tools
  • Explaining task expectations
  • Completing onboarding steps

Tip: Always add 10-15 minutes buffer time when scheduling sessions. Questions and troubleshooting can extend beyond estimates.

Security & Privacy Reminders

You Must NEVER:

Save candidate passwords anywhere
Access personal emails or messages
View banking or financial accounts
Browse private files or folders
Share candidate information with others
Use candidate accounts for personal gain

You Should Always:

  • Only access what is necessary for the specific task
  • Explain every action you take during sessions
  • End sessions immediately after task completion
  • Respect candidate privacy at all times
  • Report all incidents to the head of agents

What Success Looks Like

Within 2 Weeks

  • Candidate profile is complete and verified
  • At least one skill assessment completed
  • First project applications submitted

Within 4 Weeks

  • Candidate actively working on first project
  • Stripe payment account set up and verified
  • Regular communication rhythm established

Need More Guidance?

Review other agent resources and submit your weekly reports