With Cast & Crew’s Onboarding and Timekeeping for Commercials, managing and onboarding employees with loan-outs is quick and easy.
This article will cover a few different scenarios for getting an employee onboarded with their loan-out.
Preapproving a Loan-out Request
As a production supervisor, you can pre-approve a loan-out requested by an employee when creating their project invitation.
On the Employees tab, click +Invite Crew:
Fill in the employee’s details and select the Preapprove Loan-out checkbox:
Click Invite to Project.
The employee will receive their invitation, and while onboarding, they will select Loan out from the dropdown menu in the Project details section of their onboarding:
The employee will then be prompted to enter their Loan-out information, including uploading their Articles of Incorporation:
After a production supervisor countersigns, you can view the employee’s loan-out information on their loan-out tab:
Approving or Declining a Loan-out Request
If an employee requests a loan-out that was not preapproved during their invitation process, they will see this alert during onboarding until a production supervisor reviews their request:
As the production supervisor, to approve or decline a loan-out request go to the “Loan Out” tab for the employee and click Approve Loan Out Usage or Decline Loan Out Usage:
| Tip: If an employee already has a loan-out on file for their profile, you will see the loan-out details above these buttons. |
- Clicking Approve Loan Out Usage will allow the employee to continue their onboarding and allow you to countersign the paperwork.
- Clicking Decline Loan Out Usage will notify the employee via email that their loan-out has been declined. They will then switch their employment type to W2 and finish onboarding.
Fixing an Employee's Employment Type
If paperwork was completed by the employee but they forgot to choose Loan-out as their employment type OR if both the employee and production supervisor have signed and completed paperwork, you can still fix their employment type – without the need for an entirely new offer.
Locate the employee in the “Employees” tab and click on them to view their details.
Click on the Start Paperwork tab and then click Reject Start Paperwork:
This will remove the start paperwork for the employee, allowing them to re-onboard themselves and request a loan-out for the supervisor to review.