Review Assessments & Set Rates

1. Open the dashboard and go to the Assessments tab
2. Each card shows the assessment name, SME requirements, and current progress
3. Click on any assessment to view details and set the SME Rate (the per-assessment payment amount)

Post Jobs on Paylocity

1. In the Assessments tab, click on an assessment that needs SMEs
2. Click the "Generate & Post Job to Paylocity" button
3. This creates a job posting with the assessment details, requirements, and compensation rate
4. Review the generated posting in Paylocity Recruiting
5. Publish the job and wait for candidates to apply

Screen Candidates

1. Go to the Candidates tab in the dashboard
2. Drag and drop candidate resumes into the upload area
3. The AI will automatically score each resume against the assessment requirements
4. Review the AI-generated scores and recommendations
5. Check the spoofing detection panel for any flagged suspicious applications
6. Approve qualified candidates for outreach

Outreach & Signup

1. Reach out to qualified candidates with assessment opportunities
2. Send them the signup form to confirm their participation
3. Candidates select which assessments they want to participate in
4. Once they submit the form, they'll appear in the Contracts tab Signup Summary

Generate Contracts

1. Go to the Contracts tab
2. You'll see candidates who signed up in the Signup Summary
3. Select the candidates you want to create contracts for
4. Choose which assessments to assign to each person
5. Click "Generate Contracts"
6. Copy the generated data and paste it into the Contract Filler Sheet
7. The Contract Filler will create ICA documents in Google Drive

Request eSignatures

For each contract document in Google Drive:

1. Open the Google Doc
2. Click Tools → eSignature
3. Click "Request eSignature"
4. Fill in:
   • Signer 1: The contractor's email (shown in the document)
   • PM: smerritt@easelearning.com
   • Message: "Ease Learning Assessment Contract Signature Requested"
5. Click "Request eSignature"
6. Click "Share anyway" when prompted
7. Click "OK" to confirm
8. Close the tab and move to the next contract

Track Progress

1. Go to the Control Center tab
2. This shows all contractors and their current status:
   • ✓ Contract signed
   • ✓ Assessment complete
   • ✓ Survey complete
   • ✓ Invoice sent
3. Use the checkboxes to mark when contractors complete their assessment or survey
4. Use "Hide Completed" to filter out contractors who have finished everything
5. Filter by assessment using the dropdown if needed

Generate Expense Sheet Data

1. Go to the ICA Expenses tab
2. Set the Invoice Date (today's date is pre-filled)
3. Check the assessments you want to include
4. Click "Generate Expense Rows"
5. Review the table showing contractor name, email, ICA ID, and total invoice amount
6. Click "Copy All to Clipboard"
7. Paste into the ICA Contractor Expenses Google Sheet (2026 tab)

Send Invoice Instructions

When contractors finish their assessments and surveys:

1. In Control Center, click the "Send Invoicing Instructions" button
2. A popup shows each contractor one at a time with their name, email, and total amount
3. Click "Open in Gmail & Next" to open the email draft and move to the next person
4. Click "Skip" if you don't want to send to someone
5. Click "Done (Stop Here)" if you want to stop early
6. After finishing, confirm to mark everyone as "Invoice Sent"

The email includes: Total payment amount, breakdown by assessment, link to invoicing instructions PDF, and contact info for questions.