Onboarding in Milly

In Milly, consultants are the people performing work. They fall into two categories:

• Freelance consultants — independent contractors who invoice for their services.
• Payroll consultants — employees on the staffing firm's payroll.

Both types use Milly primarily to register their working hours, submit timesheets, request leave, and track the status of their submissions.

Consultants do not create their own accounts. A back-office user sets up the consultant's profile and initiates an invitation. The consultant receives an email with a secure link that brings them directly into the platform.

This approach ensures that the consultant's organizational context — employment type, placement details, and relationship to the staffing firm — is already established before they arrive.

• Establish secure access — credentials and two-factor authentication, ensuring account protection from the very first login.
• Confirm identity and contact details — the consultant reviews and completes their profile information.
• Create familiarity — a guided, low-pressure introduction to the platform before being asked to register time or submit anything.

Consultant onboarding is intentionally short and focused. The process is presented as a guided flow that the consultant completes once. It cannot be skipped — until onboarding is finished, the consultant's workspace is not fully accessible.

Whether a consultant is a freelancer or a payroll employee, the onboarding experience follows the same general path. The distinction is handled elsewhere in the system — in placement configuration, billing, and invoicing.

Back-office users operate and manage the staffing business through Milly's desktop-oriented administrative interface. This includes:

• Organization administrators — responsible for overall configuration, structure, settings, and user management.
• Administrators — manage day-to-day system settings and user access.
• Back-office employees — handle placements, process timesheets, manage approvals, and generate invoices.
• Managers — monitor dashboards, forecasts, and business performance.
• Recruiters — manage jobs, candidates, and the hiring pipeline.
• Sales staff — handle client acquisition and commercial activities.

There are two ways a back-office user can enter the platform:

• Invited by an existing administrator — the most common path. An administrator creates a new user account, assigns the appropriate role, and the new user receives an invitation to join.
• Self-service registration — when an organization is new to Milly, the first user can register through a self-service process, creating both the organization and the initial administrative account.

• Secure the account — credentials and two-factor authentication, especially critical given access to sensitive business data and financial information.
• Establish organizational context — for self-service registrations, the process also establishes the organization itself — its name, structure, and foundational settings.
• Prepare for operational control — once complete, the user has full access to tools and views appropriate to their role.

Milly's back-office supports complex organizational hierarchies — legal entities, business units, and operational units. The onboarding process ensures each user is placed into the correct organizational context from the start.

The level of access is determined by the assigned role. Higher-level roles have broader access, while operational roles are scoped to specific functions. This role-based model is established during onboarding.