Your company has the option to require workers who are a technically a loan-out company to upload their Article of Incorporation or Certificate of Incorporation (AOI/COI) during onboarding. These documents are corporate charters that include the business name and location, and establishes the existence of the loan-out corporation as a legal entity.
Whether or not you require an AOI/COI, all loan outs will need to attest to the fact that they, as the loan-out worker, are authorized to work in the US to complete the onboarding process.
If you update the loan out settings, the changes wont affect workers who’ve already been onboarded. It will only affect new workers and those not yet fully onboarded.
If you require loan outs to upload their AOI/COI, you’ll be able to view the documents by navigating to the project they’re part of, and then going to the project’s People dashboard.
Access Loan out settings
Loan out settings are permission based
To update, your account must have one of the following roles enabled:
Role: Company Admin
Custom role with: General settings - Full access, Production entities - Full access, Manage
To access Loan out settings:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select All projects
In the left-side navigation, click Company settings
Scroll down the page until you see Project Preferences
Click the Edit button next to Loan out settings
On the Loan-out settings page, you can click the toggle to enable/disable Require articles of incorporation from loan outs?
If you make any changes to Loan out settings, be sure to click the Save button before leaving the page.