Sequifi

Recruit, hire, and onboard your new team members (Manager/Admin Only)

Hiring & Onboarding

The Referrals feature allows you to submit leads for potential new hires, helping your company grow while potentially earning recruiting bonuses or overrides on the people you bring in.

Submitting Referrals

The lead pipeline gives managers a visual way to track where potential hires are in the recruiting process, from initial submission through interviews to final hiring decisions.

Managing the Lead Pipeline

Rating leads and scheduling interviews helps you prioritize candidates and move them efficiently through the hiring process.

Rating & Scheduling Interviews

Managing potential candidates to your organization

Finding & Managing Leads

When you've decided to bring a candidate onto your team, the hiring process in Sequifi walks you through setting up their position, commission structure, and sending them an offer to…

How to Hire a Lead

Offer letters are the formal documents sent to candidates you want to hire, outlining their position, compensation, and terms of employment so they can review and accept the offer.

Sending Offer Letters

Background checks help verify candidate information before they join your team, and Sequifi allows you to include background check authorization as part of your hiring workflow.

Background Checks

Hiring Process

When new hires receive their offer and log in to Sequifi for the first time, they go through an onboarding workflow that collects their information and gets them set up…

First Login Walkthrough

During onboarding, you'll need to provide several pieces of information to get fully set up in Sequifi, including personal details, tax information, and banking for direct deposit.

Completing Required Information

During onboarding, you'll need to review and electronically sign several documents, including your rep agreement, tax forms, and any other paperwork required by your company.

Signing Documents

How to Hire a New Lead

Onboarding New Employees

When you need to create a new contract for an existing rep the resign process lets you issue a new contract without requiring them to go through the full onboarding…

Resigning a Rep

When a rep's reporting relationships, office assignment, or team placement changes, you can update their organization structure without creating a new contract or having them resign any documents.

Updating Organization Structure

Departments and positions define how your organization is structured in Sequifi, determining how reps are categorized, what features they can access, and how commissions and overrides are calculated.

Managing Departments & Positions

Managing Existing Employees

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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