Templates can be a helpful tool to standardize the information you wish to capture from your freelancers during the on-boarding process. When you Invite Freelancers to join Kalo you can assign a specific template to them during the signup process.
Navigate to the Admin section by clicking 'Admin' at the top of the page.
On the left-hand side click on 'Templates', then click 'Freelancer/Vendor Templates'.
From here you can enter a name for your template and add custom fields to go alongside the default fields required in every template.
Custom fields include:
- Text fields
- Document field to upload relevant files you wish freelancers to access
- Docusign & Echosign fields for freelancers to sign NDA, Disclaimers and more
- Yes/No, multiple choice fields & Agreement fields
- Helper Text fields to provide information to the freelancer
When you select the '+' icon to add a custom field, you can name the field and decide whether you want it to be Private to your team or Visible & Editable by the freelancer/vendor.
If you click Shared you will see a further prompt as to whether that field is a 'Required field' or not. If the field is required the freelancer won't be able to complete the onboarding until they have completed the information.
If you want to delete a custom field, click the 3 vertical dots on the right-hand side of the field and click 'Delete Field'.