Self-Service Team Management allows Team Leaders and Team Managers to easily track new Teammates’ progress as they go through the onboarding process.
To see an invited Teammate’s status, navigate to the My Team Page and view their Status.
For a more detailed view, click the Pencil Icon all the way to the right. Then click on the Onboarding Status to see a more detailed view of which steps of the onboarding process have been completed, and which are still outstanding.
This Status will update as they progress through the Onboarding process as follows (Onboarding Guide Step-by-Step):
- Request Sent - Team Member has been sent an email invitation
- Link Clicked - Team Member has clicked the link in the email they received to start an Application
- Application Created - Team Member has entered their name, email, username, and password and clicked to create account (Steps 1-3)
- Application Started - Team Member has begun answering the questions within the Application (Step 4-12)
- ICA Signed - Team Member has acknowledged and signed the Independent Contractor Agreement (ICA) (Steps 13-14)
- Team Addendum signed - Team Member has acknowledged and signed the Team Member Addendum (Steps 13-14)
- Fee Paid - Application Fee paid and Application completed (Steps 15-16)
- License Transferred - The Onboarding Team is in the process of approving the Team Member's Application
- Board Joined - The Onboarding Team is in the process of approving the Team Member’s Application
- Approved - Team Member is now fully active in reZEN
- Team Joined - Team Member is now part of the Team
Please contact Onboarding@therealbrokerage.com for any questions!