Every person placed, onboarded and visible, from offer to end date.

• Own page

  Placements

   Available

  The whole chain on one record, with a rate on every link.

  • A start-a-placement wizard: client, end client, prime vendor and sub-vendor, rates, dates and approver
  • A rate on every link of the chain; pay rates and margin for owners and admins only
  • Rate changes with an effective date, a reason and their history
  • W-2 overtime status set on the placement; the company's week start applies to every placement
  Read about Placements

• Own page

  Onboarding

   Available

  Paperwork finished before day one, with every step tracked.

  • Checklists from your own templates
  • Personal details collected page by page, with uploads and forms
  • Sign steps go through EkaSetu's own e-signatures
  • Form I-9 Section 1 as a guided step
  • SSN 'applied for' option that opens a 90-day compliance date
  • A light address check with confirm-as-entered
  • The W-4 nonresident-alien question; the signed W-4 itself is uploaded as a PDF
  Read about Onboarding & Offers

• Capability

  Offer Letters

   Available

  Offers from your templates, approved before they go out.

  • A template, or an uploaded PDF with fill-in fields
  • A second owner's or admin's approval before sending, required by default
  • The candidate signs in EkaSetu; the company countersigns
  • Resend and track from one place
  Read about Offer Letters

• Capability

  People & Offboarding

   Available

  One page per person, from first day to a clean end date.

  • A People page with Active, New hires, Changes, Offboarding and Ended tabs, and the consultant pipeline from offer to onboarding complete
  • Encrypted SSN, passport and visa details, documents, dates and placements per person
  • Offboard: a guided end to a placement that checks open timesheets and unbilled hours, then closes dates and access on the last day

• Capability

  Clients & Vendors

   Available

  Every client, prime vendor and sub-vendor on record, with its contacts and documents.

  • Clients, end clients, prime vendors and sub-vendors, each with contacts and the placements through them
  • Insurance certificates and agreements with their dates in the compliance list
  • Statements per client; the vendor's own portal for sub-vendors

• Capability

  Import

   Available

  Bring your people and placements in from your ATS or spreadsheets.

  • CSV or Excel (.xlsx) import for people and for placements, with a downloadable template per type
  • Re-import to update what changed; the importer tells you what it created and what it matched
  • A preview of every row before anything is saved

• Capability

  Consultant Portal

   Available

  Consultants see only their own week, documents and dates.

  • This week and history, with work, vacation, sick and holiday days
  • Profile, visa and I-9 dates
  • Pay stubs their company adds
  • Documents to sign, and their signed copies
  • A home page with their to-do list and onboarding steps
  • Request an employment verification letter
  • Choose to share work-authorization status with their vendor
  • Works in the phone's browser; nothing to install

• Capability

  Vendor Portal

   Available

  Vendors see their consultants and approved hours at their rate.

  • Their consultants and placements
  • Approved hours at the agreed pay rate
  • Invoice upload, compared with approved hours
  • Invoices raised from approved hours to accept or dispute
  • Their certificate of insurance, kept current
  • Work-authorization status and end date for consultants who agreed to share it; not the documents themselves
  • Not your bill rates, your margin or your clients

• Capability

  Client Portal

   Switched on per company

  A signed-in place for your client contacts: weeks to approve, their invoices and who is placed with them.

  • The placement's approver approves or asks for changes there; email approvals keep working too
  • Invoices with balances and PDFs for the billing client only
  • No pay rates, vendor details or margin in the portal; you invite and remove each contact
  • Off by default; switched on for your company by EkaSetu

• Capability

  Access & Devices

   Planned

  Laptops, apps and access tied to the placement's start and end dates.

  • A device inventory per company: which laptop is with which consultant
  • App and system access requested on the placement's start date and removed on its end date
  • A checklist per placement so nothing is left switched on after offboarding
  • No date yet

Related suites

• Time & ApprovalsThe approver on the placement and the company's week start drive the timesheet.
• Billing & FinanceBill and pay rates on each link feed invoices, vendor bills and margin.
• ComplianceVisa, I-9 and LCA dates sit on the person and the placement.