Crew Onboarding And Tax Docs

Send a crew onboarding link

1. Open /crew/.
2. Add or open the crew member record.
3. Copy the onboarding link from that record.
4. Send the link to the crew member.
5. Have them fill in personal details and sign the contract.

Reset an expired onboarding link

1. Open the crew member record again.
2. Use the reset-token action to issue a new onboarding link.
3. Copy the new link and resend it.

Generate 1099 support documents

Two related flows exist in the app.

• /crew/1099s for the crew CSV or export workflow.
• /tax-forms/1099s for printable recipient-copy forms.

Before generating forms

• Complete payer info in Settings.
• Make sure crew legal name, address, and SSN are present.
• Verify the year and share percentages are correct.
• Confirm ENCRYPTION_KEY is configured if SSN-related workflows are involved.

What usually goes wrong

• The onboarding link expired.
• Crew legal details are incomplete for tax output.
• Payer info in Settings is missing or stale.
• The user expects self-serve password recovery for crew or operators, which does not exist yet.