GreenSlate

Learn how to invite Workers to complete a Start Pack using an Open, Locked or Semi-Locked Invite

Inviting Workers

Learn how to onboard workers with an agent or manager

Onboarding Workers with Representation

Learn how to search, sort, nudge, edit & delete Start Packs from the Overview page

Managing Start Packs

Learn how to add or edit account and group codes on Start Packs

Coding Start Packs

Learn how to review, approve, sign, or bulk sign Start Packs

Reviewing & Approving Start Packs

Learn how dispute a Start Pack with notes or changes to deal points

Disputing Start Packs

Learn how to access or download details and deal points from Start Packs

Accessing & Downloading Start Pack Data

Learn how to automatically or manually send start packs to process payroll.

Sending Start Packs to GreenSlate

Learn how to download individual or multiple Worker Start Packs.

Downloading Start Pack Documents

Learn how to download a blank version of all legal, payroll, union & residency documents.

Downloading Blank Start Packs

Learn how to download profile images to use for lanyards or the office

Downloading Worker Headshots

Learn how to approve and manage your team's Start Packs

Start Packs for the Production Office

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.