How to complete your onboarding (for US staff)

Look for the welcome email in your inbox #

• Look for a welcome email from support@raise.team
• Click the button that says Get Started

First time only: #

How to get support if you need it #

If you need help along the way, two quick ways to reach us are:

• Email support@raise.team
• Click the Chat button in the bottom right corner to open a chat conversation with Raise.

Get started #

• On the right-hand side, click Start to begin your onboarding.

Complete the Profile #

• Please make sure that your legal name (first name, last name, middle name) and address match your government-issued ID, as this information will be used to fill forms later, and save you re-entering the same information.
• The Preferred Name field is where you can provide the name you want to be addressed by in emails, calls or chats with Raise.
• When your profile is complete, click Save & Next.

Read and sign your Offer #

• If you meet the eligibility criteria listed in the Offer section, click the checkbox next to Yes, I meet the Eligibility Criteria Above.
• Scroll through your Agreement to read it.
• To continue, click Yes, I Agree.

• To sign the offer, click Continue to Sign.
• Draw your signature in the box provided.
• Click Sign & Complete.
• Click Save & Next.

Sign your policies #

• Click the Preview button to download the Policies and read before you sign.
• Click Apply Signature to add your signature. This applies the signature from your Agreement.

• Click the Preview button to download the Health & Safety information and read before you sign.
• Click Apply Signature to add your signature. This applies the signature from your Agreement.
• Click Save & Next.

Submit payment information and tax forms #

For security, you will likely be asked for a two-factor authentication code during this process. When prompted, enter your mobile phone number. The system will text you a code, which you will need to enter promptly to continue.

Confirm your address #

• Under Type, choose Individual.
• Confirm the address information shown here is the same as the information your bank has on file for you.
• Click Next.
• If this information is incorrect, return to the Profile section (the first step) to update your information.

Confirm your payment method #

• Use the dropdown to choose how you would like to receive payment.
• The fields of necessary information will change depending on what payment type you choose.
• Enter the necessary information for your payment type (e.g., bank details, PayPal account details, wire transfer details, address, etc.)

Fill and submit your tax forms #

• If you work and pay taxes in the United States (i.e., you’re an American citizen or permanent resident) – select W9 – for US individuals/entities.
• Click Complete Form.

• Complete the information on the W9 form.
• Click Next.

Ready to work #

• When all your documents are complete and submitted, you’ll see that you’re ready.
• You can download signed copies of your Agreement, your Policies, and your Health & Safety documents for your records.