Onboarding for client success

Employer of record client onboarding template

This checklist can be used by EOR (Employer of Record) companies, to guide employers through setting up their account, adding their first employees, and getting familiar with the platform's global payroll and HR tools.

Use this template to onboard your clients.

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Employer of record client onboarding

Welcome to our Employer of Record platform! This checklist will guide you through setting up your account, adding your first employees, and getting familiar with our global payroll and HR tools.

No due date

Link tasks to actions, such as completing forms or booking meetings

Account setup and compliance

Let's get the legal and administrative basics out of the way so we can start hiring.

Sign the Master Services Agreement (MSA)

Review and sign the main contract to officially begin our partnership and unlock platform features.

Complete company KYC verification

Upload your company registration and identification documents so we can complete our mandatory compliance checks.

No due date Upload documents

Verify compliance documents

Our compliance team will verify the submitted documents to ensure everything meets international regulatory standards.

No due date Any team member

Set up billing and payment methods

Add your preferred payment method and billing contacts for monthly invoices and payroll funding.

No due date Complete form

Tasks can be for the clients being onboarded, or for the team

Preparing for your first hires

In this phase, we will gather the necessary details to legally employ your team members across the globe.

Submit details for initial hires

Provide the names, roles, salaries, and locations of the employees you want to hire through our platform.

No due date Complete form

Review local employment requirements

Our legal experts will review the requested hiring countries to ensure contracts meet local labor laws and statutory benefits.

No due date Open URL Any team member

Draft employment contracts

We will generate localized employment agreements for your new hires based on the details provided.

No due date Any team member

Approve employment contracts

Review the drafted contracts to ensure the terms align with your expectations before we send them out to your employees for signatures.

No due date

Platform training and launch

Learn how to use the platform to approve payroll, manage time off, and view invoices.

Schedule your platform walkthrough

Book a time with your dedicated account manager for a live demo and personalized training session.

Conduct platform training session

Host the kickoff call to walk your team through the dashboard, payroll approvals, and employee management tools.

No due date Any team member

Grant full dashboard access

Provide the final administrative access credentials to your team members.

No due date Any team member

Run initial payroll simulation

We will run a test payroll cycle behind the scenes to ensure all calculations, taxes, and funding flows are properly configured.

No due date Any team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Manage complex EOR onboarding in 3 simple steps

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

One central client portal for EOR success

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

What is an EOR?

An EOR (Employer of Record) is a company that legally employs workers on behalf of another business, typically in countries where that business doesn’t have its own legal entity.

The EOR handles payroll, taxes, benefits, employment contracts, and local employment-law compliance, while the client company manages the employee’s day-to-day work. This allows companies to hire employees internationally without setting up a local subsidiary.

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the employer of record client onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this employer of record client onboarding onboarding template for?

If you run a team that needs to onboard clients then the employer of record client onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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