To access the Onboarding section:
- Click Projects from the menu bar or homepage.
- Select your project from the list.
- Use the Name + and Production Company + filters in the top-right corner to quickly find your project.
Your Onboarding section is part of a one-time onboarding process. This information is stored across projects, so you only need to enter it once!
Click View (In progress, if returning) next to Onboarding
The following steps will guide you through completing your Personal, Project, Tax Details, and I-9:
Personal Details
- Fill out all required information and click Next/Project details
Cast & Crew uses Plaid to verify your identity. Over the next few steps, Plaid will request information from you to verify your identity. Click Continue to begin the verification process:
Enter your phone number and enter the verification code you receive via text message:
Enter your first and last name, date of birth, home address, and SSN:
You will receive a success message stating your identity verification is complete. Click Next to complete your MyCast&Crew profile:
Project Details
- Fill out all required information and click Next/Tax details
Add in the Loan Out, add in all of the project details that are applicable. W2 or loan out, after this page, stopped that you are being requested to approve the loan out. Fill out all of the requested information
Tax Details
- Fill out all required information and click Next/I-9 details
I-9 Details
- Fill out all required information and click Next/Review details
Citizenship status. Nate will give me more information on this.
Review
- Fill out all required information and click Sign
- Congrats! You’ve completed project onboarding and start paperwork.