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Checklist: Onboarding With Your Employer and Clora
Checklist: Onboarding With Your Employer and Clora

We’ve developed a list of best practices when it comes to onboarding with an employer that will ensure a positive work experience.

Olga Quiroga avatar
Written by Olga Quiroga
Updated over a year ago

We’ve matched a lot of consultants and employers in our time. Over the years, we’ve developed a list of best practices when it comes to onboarding with an employer that will ensure a smooth and positive work experience. Ultimately, a positive relationship benefits your experience and all the work you are doing!


  • Make sure you have access to all of the platforms, apps and technology you will need

    • Will you be getting a company email or badge? Laptop?

    • Will you need VPN access? Authenticator apps/security?

  • Meet the internal team you will be working with and external teams as needed (i.e CROs, vendors)

    • Who is your day-to-day contact person?

    • Who should you escalate to if questions or concerns arise?

  • Confirm how your hiring manager prefers to communicate (email, phone, Slack, text, etc)

  • Check your spam folder to ensure no emails are getting placed there (from the employer or from Clora)

  • Calendarize any regular meetings

  • Discuss with your Hiring Manager what milestones you are expected to achieve and any specific deadlines that you need to know

  • Confirm that your timesheet meets the level of detail your hiring manager needs in order to approve to avoid payment delays.


  • If this is your first time working with Clora, submit your W-9 form and set up Bill.com to receive payments. Our Finance team can assist with this process

  • Book a 1st Monthly Checkin with your talent and customer success representative. They will assist with questions and concerns to make sure it’s a valuable and productive experience for you

  • Complete monthly surveys so Clora understands how your project is progressing. You will be prompted immediately after submitting your timesheet.


  • Confirm you can access the My Timesheet portal on Clora

  • Confirm with your Hiring Manager how detailed they want your monthly timesheets to be

    • Do you need to reference any cost centers or specific deliverables in the descriptions?

    • We highly recommend you update your timesheet on a weekly basis!

  • Meet periodically to develop a good-faith estimate of your monthly hours

  • Submit your monthly timesheet by the 2nd of the following month

  • Check your SOW for any hourly or payment maximums per month and make sure you know who to contact if you are approaching those limits

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