Tag Archives: product update

Product update: Line item work details, IC pay notifications and Documents API

We could all use a few shortcuts in the daily grind. Maybe you need a better way to give ICs details about their settled work or an automated way to store IC documents in your applicant tracking system. Or maybe an IC could just use a heads up when they’re about to be paid. Over the last month, we’ve introduced three new features designed to boost efficiency and eliminate those frustrations.

Line item work details make settlements more transparent

Manually distributing itemized invoices or manifest files to ICs and master contractors can add up to an organizational drag. But now, when you pay your ICs through Openforce, you can add comprehensive work details to settlement statements so ICs can see exactly what work they’ve been paid for.

You can specify the line item details you’ll submit and include things like worker ID, location, route, and commission/deduction types. This has been one of the most frequently requested features, both from Openforce clients and ICs—and for good reason. Submitting line item details means some nice compliance and efficiency gains for your business:

  • Reinforces the business-to-business relationship
  • Explicitly ties work details to IC settlement
  • Configurable to match the work/dispatch details you have available
  • No more manually distributing cumbersome invoices

And it also gives ICs critical and convenient visibility:

  • Complete payment transparency of the work settled
  • Masters can view each subcontractor’s completed work
  • Easy to download with a fully responsive mobile view

Getting up and running is simple. Once the Openforce team completes a one-time setup to configure your account for the details you want to submit, you’ll be able to submit them in seconds by going to the Settlement Processing tab and clicking New Settlement > Upload Settlement Line Item Detail.

Interested in learning more? Just reach out to your Settlement Specialist or email us at clientcare@oforce.com.

Payment notifications help ICs celebrate settlement day

On-the-go independent contractors have a lot to juggle; checking their settlement status doesn’t have to be one more thing on their to-do list.

Now ICs get handy email and SMS notifications as soon as Openforce processes their settlements. This means—no matter where they are—they’ll know in real time when their funds are on their way.

A new documents API means IC documents go wherever you need them

A big part of the vision here at Openforce is to create a platform that seamlessly integrates with the other tools your team relies on and reduces the pain of manual data management.

Of course, having a complete record of all IC documents is one of the best things you can do to ensure ongoing compliance. But now–while those documents are always safely stored in Openforce–we’ve created a Documents API so you can push those documents to other systems and tools.

So if your recruiters live in an applicant tracking system, you can automatically push all IC documents there for easy reference and eliminate the need to switch back and forth between systems.

Or let’s say you want to automatically save a copy of all IC documents to a folder on your FTP site, with the Documents API endpoint you can set it up once and the API will do the rest.

Check out our API documentation or reach out to us at clientcare@oforce.com for more information.


Product update: View and manage masters and subcontractors with more flexibility

As the independent workforce economy continues to grow, more and more independent contractors are enlisting other contractors to help them expand the volume and scope of the work they can take on. This is frequently called the master contractor/subcontractor model.

Though this allows contracting companies to distribute additional work to master contractors, the visibility into the subcontractors who are doing the work for the master is often elusive.

Contracting companies are struggling to find the balance between keeping themselves separated from the specific details of every subcontractor, while also feeling reassured the people doing the work are properly qualified and insured.

Openforce is in the midst of a major initiative to bring you a set of features that will allow you to better control the level of visibility and validations that you require of subcontractors doing work for you. We’ve built on the recent updates we told you about here, to offer you more flexibility to visualize—or not—the relationships between masters and subs.

Keep tabs on who’s doing what by assigning a contract role

In May, we rolled out the ability to quickly designate a contractor according to their contract type; now you also have the ability to associate a contractor with a specific role—driver, helper or installer.

From the Contractors’ tab, you can click Assign Contract Role/Type. Here you can get a complete list of all contracted ICs and their roles and types. To associate a contractor with a role, select the relevant role from the Contract Role dropdown.

You can set the role for any IC, not just a master or subcontractor so you can more clearly track and represent the function of each IC, which is especially useful if those roles are associated with different pay rates.

If you do use masters and subcontractors, the beauty of this is you’ll be able keep a high-level record of the kind of work each subcontractor is doing and reference it at a glance whenever you need to.

Associate a subcontractor to a master in 1 click (ok, 2 clicks)

When a master invites a subcontractor to an enrollment, the subcontractor is automatically assigned to that master within the Openforce platform. But what if your business sent the enrollment invitation to the sub?

Now you can quickly associate those subs with a master by navigating to the Contractors tab and clicking on the new Unassigned Sub Dashboard. The dashboard lets you know the number of contracted subs who are not tied to a master in Openforce. Once you click through, use the Assign Subcontractor To dropdown to select the name of the relevant master.

You’ll have a clean record of the relationship in seconds.

View all the subcontractors associated with a master

Along with the ability to designate the relationship between a master and a subcontractor, we’ve enabled you to see at a glance all of the subs performing work for each master. From the Contractors tab, click on Assign Contract Role/Type. Click on the arrow to the left of each master’s name to see a list of the associated subcontractors and their roles.

Choose whether or not you see enrolled subcontractors in Openforce

One of the strengths of the master/subcontractor model is that it reinforces the independent status of the ICs performing work. This helps reduce any lurking worker misclassification or third-party liability risks.

Depending on your business needs, you may want to have a lot of visibility into the subcontractors completing work for a particular master. The new tools above enable you to do just that.

However, if reinforcing an arm’s length relationship to subcontractors is a concern, you now have the option to remove visibility of subcontractors from your Openforce contractor grid. When you opt for this, the record of the subcontractor is still stored in Openforce along with their completed enrollment workflows and documents, but you will no longer see them when logged into Openforce.

This works best when paired with our optional managed onboarding service, so that an Openforce onboard coordinator can approve and disprove subcontractor enrollments and ensure your compliance requirements are met. This balances the need for subcontractors to meet your specified criteria while further distancing your business from the active oversight of subcontractors.

Turning off subcontractor visibility is a quick configuration change on our end, so if you’re interested in learning more, get in touch at clientcare@oforce.com or 1.800.742.7508.

Stay tuned as over the next few months we’ll continue to add new features to make managing masters and subcontractors work for the way you work.


Product update: Managing your Master Contractors just got a lot easier

As the 1099 workforce economy grows, more and more independent contractors are hiring other contractors to help expand the volume and scope of work they can take on. This work model is commonly referred to as the Master/Subcontractor agreement. While this allows for contracting companies to distribute additional work to master contractors, the visibility into the subcontractors who are doing the work for the master is continually becoming more elusive.

Contracting companies are struggling to find the balance between keeping themselves separated from the specific details of every subcontractor, yet also feeling reassured the people doing the work are properly qualified and insured.

Over the next few months, we’ll be releasing a series of features that will allow you to better control the level of visibility and validations you require of subcontractors performing work for you. The first set of functionality available today, centers on allowing Masters to invite their subcontractors to the IC enrollment of your choice and provides those Masters with insight into their current enrollment status.

Designate a Contract Type to keep tabs on masters and subs

If you use Master contractors and subcontractors in addition to direct independent contractors, keeping tabs on who falls into which category and what their relationship is to your business can be a headache.

To solve this problem, we’ve added Contract Types to Openforce so now you can assign a role to your Master Contractors in seconds. On the Contractors tab, just click on “Assign Contract Type” and then make your selection using the Contract Type dropdown next to the contractor’s name.

Enable Masters to quickly invite subcontractors to an enrollment

Coordinating with your masters to get all of their subcontractors into an Openforce enrollment can be a hassle, requiring you to spend time gathering contact info and sending an invitation to each sub. To take that burden off your shoulders and make the process more efficient, Masters can now invite their subcontractors to your Openforce enrollment themselves. This new functionality:

  • Reinforces the fact that your Master contractors are independent business entities.
  • Supports your arm’s length relationship to the subcontractor.
  • Eliminates the time and effort you spend on subcontractor enrollment invites.

Because Masters can only invite subs once you’ve assigned them a “Master” Contract Type in your contractor grid, you’ll stay in control over who has access to this feature.

Once a Master logs in to Openforce, they’ll see a new, mobile-friendly “Subcontractors” tab. From there they can easily invite subcontractors on desktop or mobile by entering some basic information and selecting the enrollment package from a dropdown menu.

They’ll be able to track which subcontractors have logged in and accepted their invite, and even monitor their enrollment statuses. This new level of visibility will enable them to help prevent subcontractors stalling out during enrollments and get to work quicker.

And don’t worry, while Masters can track enrollment progress, the ability to approve or decline subcontractor enrollments will stay with you and they’ll continue to show up in your enrollment grid just as before.

Ready to get started with a smarter way to recruit, onboard, pay, and retain your independent workforce?  Schedule a call and receive a complimentary risk and compliance evaluation.



Product update: New features make onboarding contractors even smoother

Getting ICs through complex enrollments quickly has major consequences for your business. So as part of ongoing improvements to make onboarding your ICs efficient and hassle-free, we’ve launched some brand new features that bring additional functionality to Openforce enrollments and make the whole process more user-friendly for you and your ICs.

Faster IC enrollments with Driver’s License barcode scanning

We understand collecting critical information from contractors during onboarding is key to ensuring they are validated, qualified and insured to do their work. With that, comes lots of data entry along the way, and typos or missing information is a common hurdle.

That’s why we’ve introduced the ability to scan a driver’s license (DL) barcode to help populate information during IC enrollments. Openforce’s ID scan feature enables effortless scanning of all driver’s licenses containing a PDF417 barcode, meaning DLs in all states in the US, Canada and many countries in Latin America are supported.

Contractors are now presented with the ability to scan their DL barcode from their mobile phone just before the personal information page as an option to bypass manually keying in cumbersome data.


Add videos to your enrollment workflow

Do you require ICs to watch training and safety videos before they do work for you? Ditch the DVDs and training rooms and bring that digital content into your Openforce enrollment.

Video content can be one of the most efficient ways to train new ICs, both in terms of cost and engagement. Studies have shown that videos keep your trainees more engaged, help them retain more information and make onboarding a smoother experience.

Now you can get all the benefits of training videos by adding them right into your enrollment. Enrolling ICs can access them on the go on any device and Openforce will automatically track when they’ve been viewed. Whether you add one video or many to your workflow, you can require ICs to watch them from beginning to end in order to finish enrolling (no fast forwarding!).

This gives you an easy way to ensure critical training is completed, while making it as quick and painless as possible for your ICs.

Check enrollment progress and get applicants unstuck

Sometimes independent contractors get stuck during an enrollment. Now in the Enrollment Grid, client admins can use the View Enrollment link below an IC’s name to easily see any in-progress enrollment.

You’ll see exactly what the IC sees, including the information they’ve already entered and the steps they still need to complete. So, whether you want to help a stalled IC or just check on their progress, you can get all the information you need in seconds.

A new negotiations dashboard makes taking action a breeze

We’ve added a Negotiations dashboard right above your enrollment grid to make it easy to view and tackle all of your outstanding negotiation to-dos in one convenient place.

Best of all, you can now prepare your negotiation fields as soon as an independent contractor begins their enrollment—no more having to wait until they actually reach the negotiation stage. This means you can avoid unnecessary stalls and get your ICs to work faster.

A streamlined Generate Enrollment Instructions menu

We’ve redesigned the Generate Enrollment Instructions and Export dropdowns to minimize visual clutter while keeping all the functionality you use reduced to a single click. Now when you click on the Generate Enrollment Instructions button a handy pop-up will appear so you can select the city and the enrollment package.

We’ve also combined the enrollment grid Export options, so when you want to export data, all your options (field data, PDF, and CSV) are available in the sleek new Export dropdown.

An easier way for enrolling contractors to choose how to get paid

Our new update makes it easier and more intuitive for your ICs to select their payment method as they complete their enrollments.

Contractors still have the same convenient options–direct deposit or a Blue Elite Visa Prepaid Card, but we’ve improved how they are displayed during enrollment, so ICs have the information they need to make their choice on one simple, mobile-friendly screen.

The new and improved experience:

  • Gives them the choice of either direct deposit or the Blue Elite prepaid card right up front .
  • Explains how the Blue Elite card works (they can get paid without a bank account).
  • Makes it easy to make their selection and enter necessary information on the same screen.

As always, they can easily change their payment method after they’ve been contracted right in their Openforce portal.

Ready to get started with a smarter way to recruit, onboard, pay, and retain your independent workforce?  Schedule a call and receive a complimentary risk and compliance evaluation.


Product Updates, November 2018

New in November

CXT Software X Dispatch Integration

Openforce now integrates directly with CXT X Dispatch to automatically create a new driver record in X Dispatch as soon as an IC is contracted. This allows you to skip manual entries and painlessly keep everything in sync.

Immediate Benefits:

  • Instant, hands-off driver record creation
  • Eliminate costly errors and time spent on manual entries
  • Approved contractors can be dispatched quickly

Read the full update on our seamless IC profile syncing with CXT Dispatch integration.

Updates to Existing Features

Settlement/Payment Downloads

If you’re an independent contractor (IC) receiving payments/settlements via Openforce’s IC Pay, now there’s a better way to review and download your pay details. Similar to standard bank statements, your settlement details can now be downloaded by month.

  • All previous filtering functionality still available
  • Faster to download
  • Easier to review

Enrollment Expirations – Client View

Tired of stale IC enrollments getting stuck in your contractors’ grid? Now you have the ability to set a timeframe on workflows with an expiration date. For example, if you set a 30-day expiration on your enrollment workflow, any IC that does not complete it within 30 days will automatically decline and move them out of your enrollment grid. This helps reduce clutter to allow you to focus on the most current and engaged ICs to get them contracted fast. If you’d like to set up an expiration on your workflows, simply call Openforce Client Services at 877-267-8500.

More IC Data in Enrollment Grid Customization – Client View

You now have more at-a-glance IC details in the Enrollment Grid! City and state details for contractors are available through customization options in the enrollment grid.


If you’d like to discuss ways to optimize your Openforce solution or would like to get started with an end-to-end 1099 management platform to onboard, verify, pay, insure and retain contractors, schedule a call with us to learn more—and receive a complimentary risk and compliance evaluation.


Openforce Product Updates


This year, we’ve set a specific focus on the IC enrollment experience. It started with a full mobile-first facelift of the application released in June, and continued with an evaluation of every single step an IC takes in order to get contracted. Just this past month, we identified and refined areas that continued to stall and block contractors from completing their enrollment.

Some of these improvements include:

  1. Pre-populating form fields based on information the IC provided earlier in the enrollment.


  1. Faster way to set calendar dates for DOB and document expirations on mobile devices.


  1. More intuitive experience for IC rate negotiation.


  1. All new login screen that allows users to sign in from any device, while also allowing new contractors to simply toggle to the right to create an account in 5 easy steps.



Fast IC onboarding all starts with the Enrollment Instructions. And we felt it was time to overhaul and simplify this step too! Now, the enrollment instructions that you generate from within ICM® contain a GET STARTED button – front and center – that takes ICs directly into an enrollment upon login, without having to manually enter the activation code. We’ve also condensed the instructions to fit all on one convenient single page for those that print them off and hand them to ICs.



Digital document management sits at the foundation of IC compliance management. And with load times a major contributing factor to an improved user experience, we’ve made strides to quicken the load times for displaying both digital documents and document types within Openforce’s independent contractor management (ICM®) platform. Clients and independent contractors should see noticeably faster document load times into the future.

If you’d like to discuss ways to optimize your Openforce solution or would like to get started with an end-to-end 1099 management platform to onboard, verify, pay and retain contractors, schedule a call with us to learn more—and receive a complimentary risk and compliance evaluation.