Partner onboarding steps

This section describes the process you will need to follow to get your portal active!

Important considerations

You can get to the partner portal through the URL: partners.hourly.io. The invitation email will take you directly to this link.

If you try to log in and receive the error message depicted below, please contact your Sales Representative so they can help you get started.

How do I log in to begin the onboarding process?

1. Enter your email address, where Hourly will forward an email with their magic link. If you’re not sure of what email you should use, reach out to your Sales Representative to confirm this information.

2. Check your mailing inbox and look for a new message called “Your Magic Link”. Make sure you check your spam folder in case you don’t see it at once. If you’re not receiving any email, contact your Sales Representative to make sure you’re using the correct email address.

The email will display a button Sign in to Hourly which you can click directly. You can also copy and paste the link provided in the same email.

3. After the Magic Link is opened, we will send a code via SMS to your registered mobile number. If you don’t receive any message, contact your Sales Representative to make sure the mobile number provided is correct.

4. Entering the correct code will grant you access to the portal.

Let’s get your Portal set!

Greetings page with your Sales Representative information

Step 1: Complete Partner Details

Complete all required fields; only DBA and Address line 2 are optional fields.

Taxpayer identification type can be SSN or EIN.
EIN identification type will be validated within our system, so please make sure the partner legal name and identification number provided match the registered data in the IRS. For SSN, no validation will be performed.

Step blockers after continuing

If there are issues with your identification number, you won’t be allowed to continue. Please contact your Sales Representative to receive guidance on how to proceed.

Step 2: Sign Your Documents

You will sign both documents with DocuSign in an embedded experience.
You should click Next through both signatures required in the dialog that will appear.
You must click Submit to finish the signing process and wait for the dialog to close. After the step is complete, you will be taken to the next step.

Step 3: Add Bank Account

You will be asked to add the bank account information by using an external flow with Plaid
You can use two options to do this:

Selecting an institution, which will require you to login to your bank by using your credentials
Link with account number, which will require you to manually enter the routing and account numbers.

In the manual option, Plaid sends a micro-deposit to your entered account with a code to verify. You must enter that code to complete the process. You will be granted 3 attempts to enter the correct code; if you don’t get it right, you will need to begin the process again.
In some cases, Plaidʼs micro deposit might not be instant, so you might need to come back later that day or the next business day to verify the code.

DONE! Partner Is Now set up.

After the three steps are completed, you will be shown an All Set message and a button with the option Go to Portal. That action will take you automatically to your portal where you can begin referring customers to earn revenue share!

Partner Portal

This section describes the menus you will have available and what each one represents!

Let’s get to know your new portal!

Referrals Menu

Active referrals: referrals that you have created and are being onboarded in the Hourly system.
You will be able to see the corresponding status of each active referral for transparency. That will allow you to understand the stage at which your referrals are at every moment.

Status	Description
Referred	The referral was created in the system and is pending review from the Sales Representative
Pending Acceptance	The Sales Representative sent the invitation to the referral and they’re completing their account’ the corresponding account onboarding process.
Pending Compliance	The referral completed their onboarding process so Hourly’s compliance team is reviewing all the information
Compliance Block	Hourly’s compliance team found inconsistencies or irregularities with the referral’s identification validation. Internal Hourly communication is required and the Sales Representatives will handle any communication required with the referral.
Pending Assignment	The referral was cleared by Hourly’s compliance team. Waiting for Hourly’s customer success coordinator to assign the account to a customer success associate and a customer success manager who will be in charge of completing the referral set up
Missing Information	Hourly’s customer success team found there is missing information which blocks them from beginning the account set up. Internal communication with the Sales Representatives is required in this case to make sure they have all the needed information
Account Setup	Hourly’s customer success team is finishing the set up of the referral. In this stage they will require YTDs, employee’s information, details to configure their pay cycles and job sites for the referral. Direct communication with the referral begins at this stage so they can receive a walk through of the application and its functionalities
Pending First Payroll Run	Referral’s set up is now complete and it’s ready to run their first payroll with Hourly

Lost referrals: referrals you created, but the opportunity did not prosper and was marked as “Lost” in the system by the Sales Representatives.

Customers Menu

Live Customers: referrals you created, and after they completed all the onboarding process, start running payroll with Hourly.
An account becomes “Live” automatically in the system once it runs its first payroll

Churned Customers: referrals you created and ran payroll with Hourly, but later on left for any reason.

Revenue Share

Your revenue share will begin being generated once the live accounts are billed. Monthly, Hourly will process all invoices from the due month and the system automatically calculates the corresponding revenue share once the invoices are processed and paid.

Open status: Indicates the revenue share has been calculated but has not been processed yet in Hourly.
Submitted status: Indicates the revenue share has already been collected by an Hourly administrator and is pending payment.
Paid status: Indicates the revenue share has already been paid to you.

Settings

You will find all your partner information, but sensitive information is not editable at this stage.

Bank Account. You can update the banking details if needed.
This is the bank account where Hourly will send their revenue share payments so it’s important to add valid and updated information.

Users. You can edit the login information if needed.

Documents. You can view and download the signed documents (this are the documents you signed through the onboarding process)

Referring a Customer

You can click the New Referral button in the Referrals option to create a referred customer for Hourly.

Your Sales Representative will be notified via email of all the referrals you create and will reach out to them directly to begin the onboarding process. If you have any questions related to this workflow make sure to contact your representative directly.

Partner Portal Onboarding and Use