Streamline contractor payment and profile setup for ops

Operations coordinators lose contractor payment info buried after welcome emails, causing approval delays before first payment. It creates or updates payment and profile records, so payroll and ops have complete onboarding records.

Overview

Missed contractor payment setups create approval bottlenecks and risk delayed first payments. This workflow captures welcome-email events and ensures payment and profile records are created or updated across systems, eliminating manual handoffs so payroll has complete onboarding records for approval. Teams report faster handoffs and zero missed setup steps.

Notable Features

Create contractor payment records
Update contractor profiles across systems
Alert payroll and ops for approval