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EkaSetu

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Offer accepted, paperwork finished before day one.

Offer letters from your own templates, approved before they go out. Onboarding checklists with details, uploads, forms, signatures and the Form I-9, tracked step by step so staff see what is waiting on whom.

  • Onboarding & Offers  Available

Offer letters

Offers from your templates, with a second approval.

Build an offer from a template or an uploaded PDF with fill-in fields. A second owner or admin approves it before it is sent; the candidate signs in EkaSetu, and you countersign. Resend or withdraw from the same place.

Offer · Priya Nair Data engineer · Northwind Health · W-2 Awaiting signature
Template Consultant offer (W-2), v3
Start date Mon 2 Nov 2026
  1. Drafted Maria Gonzalez, Acme Consulting · 9 Oct
  2. Approved A second admin, Ravi Menon · 9 Oct
  3. Sent for signature 9 Oct · reminder on 12 Oct if unsigned
  4. Candidate signs Priya Nair
  5. Company countersigns Maria Gonzalez

Checklists

Every step tracked, from details to signatures.

Checklists come from your templates: personal details collected page by page, uploads such as identity and work authorization, forms, and documents to sign. Staff see each consultant's checklist and what is still open.

Onboarding · Neha Joshi Starts Mon 2 Nov · 5 of 8 steps done In progress
  • Your details Address, emergency contact, tax identifiers Done
  • Work authorization EAD uploaded · expires 14 Mar 2028 Done
  • W-4 and state form Signed 10 Oct Done
  • Form I-9 Section 1 Guided flow · documents chosen In progress
  • Consultant agreement Waiting for Neha, then countersign Waiting
  • Handbook acknowledgement Opens after the agreement Waiting

Signing inside onboarding

Documents signed where the onboarding happens.

Sign steps go through EkaSetu's own e-signatures: boxes placed on the page, the consultant signs after giving consent, and the company countersigns where a step asks for it. The sealed copy is filed with the person.

Consultant agreement Envelope EK-2026-0417 · 2 signers in order Sent
  1. Consent to sign electronically Shown once, with a paper option
  2. 1 · Neha Joshi signs Signature and initials on pages 1 and 4
  3. 2 · Acme Consulting countersigns Maria Gonzalez
  4. Sealed copy filed With Neha's documents; both parties emailed

Signers can decline with a reason; staff see each envelope’s status and history.

Form I-9 Section 1

A guided Section 1, one question per screen.

The consultant completes Section 1 as an onboarding step: one question at a time, the form's own wording with plain-language help, the documents they will show, and an electronic signature. Section 2 then waits for staff or an authorized representative.

Form I-9 · Section 1 Step 6 of 8 · Documents you will show Guided
List A Employment Authorization Document (I-766)
or
List B and List C Driver's license and Social Security card

You choose which documents to present. I’ll decide later is also an option.

Works with

The same record, read by the next step.

Built on theEkaSetu Platform

Questions

Asked before a walkthrough.

Can we use our own offer letter?

Yes. Upload your PDF and place the fill-in fields on it, or write a template in EkaSetu. Uploaded PDFs are rebuilt without active content before they are used.

Who approves an offer before it goes out?

By default, a second owner or admin, not the person who drafted it; an owner can turn this off. The approval is recorded on the offer.

Does the consultant need an account?

They sign in to EkaSetu to work through their checklist; the account comes from your invitation, with two-step sign-in like every account. A document sent before the account exists is linked to them when they first open it.

What does the consultant see afterwards?

Their own portal: this week's timesheet and history, their profile, documents and signed copies, visa and I-9 dates, and pay stubs their company adds. Nothing about rates, margin or other people.

See an offer become a first day.

A 30-minute walkthrough from the offer letter to a finished checklist, on sample data.

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