Client FAQs

If an IC uploads a document or elects to hand sign both Openforce and you as the client will need to approve documents at times.

1. On the Enrollments grid, search for the name of the person who has a document you want to review.

2. When you have the person on your grid, click the Approve/Reject button.

3. Click the Review button.

4. Click the Review button.

5. After you have reviewed the document, you will then be given the option to Approve or Reject the document.

Administrative users can manage expiring, expired, and pending documents on one screen while utilizing quick filters and search capabilities.

1. Navigate to the Documents Grid

2. Select the Document Management (Preview) tab

3. Search for the Contractor Information or filter down the results as needed.

4. Click the hyperlink in the Document Info column for the applicable document.

For more information on document management refer to our Document Management “How-To” .pdf. Document Management PDF

In your Openforce portal, you can run a Settlement Report to see the full breakdown of any settlement you have processed.

1. Navigate to the Reports screen.

2. Select the Start Date and End Date for the report you want to run.

3. Go to the Type header, right-click and select the Hide this Field option as this step will ensure that the pay and expenses of the Settlement Report are listed on the same line of the file you are about to create.

4. Click Load Data to ensure the report will have the criteria you have selected.

5. Click Export Report to Excel and you will have your file

Doc Pushes can be created and utilized to send a contractor a document that may not have been part of their original enrollment or whenever a compliance item needs to be completed again.

When a document needs to be an enrollment package that you will push to contractors, send a request to have that enrollment created over to the Openforce Client Services team.

1. When it has been confirmed that the enrollment package has been completed, you can send the package to the contractor by navigating to the Contractor’s grid.

2. Select the checkbox for the applicable IC(s).

3. Click on the Actions button and

4. select Send Enrollment Package Request .

5. Choose the appropriate Location option.

6. Enter any Notes associated with the Enrollment Package

7. Click the Accept button to send the Enrollment Package to the IC(s)

8. Confirm the Detailed Results to verify the request is sent.

You will now be able to see the Enrollment Package on the Enrollments grid and the IC will now see the Enrollment Package when they login to their Openforce portal.

When an IC (Independent Contractor) has their own insurance coverage and wants to opt out of the coverage provided by Openforce, follow these steps:

1. Request the insurance declaration page from the IC.

2. Once you have the declaration page, send it to clientcare@oforce.com

3. In the email subject, use “Insurance Opt-Out Request (IC’s Name)”.

4. In the body of the email, include a brief description of the specific coverage(s) that the IC is opting out of.

By following these steps, you’ll efficiently process an IC’s request to opt out of the provided insurance coverage.