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This guide helps you prepare for Day 1 of your Mercor project, covering onboarding documentation, time tracking, and access to necessary tools.

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1. Onboarding Document

This document serves as your primary source of information at the commencement of the project. It includes Slack links, team contacts, and setup instructions.
How to access your onboarding document: You can access your onboarding information directly from your Mercor Dashboard.
  1. Go to the Contracts tab.
  2. Click on your active contract.
  3. The onboarding document will appear below your contract details once it’s ready.
If your onboarding document isn’t visible yet, it’s still being prepared by your project team. In the meantime, please finish your Insightful setup, Stripe verification, and background check if pending. You’ll receive the onboarding instructions within 7 days, and they’ll appear in your Contracts tab once ready.
What the onboarding doc typically includes:
  • Project Instructions (Order of Operations)
  • Details and Background
  • Project Primary
  • Point of Contact (POC) and Escalation Contacts
  • Slack, Airtable, and Notion, along with Naming Conventions
  • Guidance on the Use of Contractor Email Versus Personal Email
If your onboarding document is missing, email [email protected] so we can update it.
Save your POC details for quick reference.
Onboarding document preview

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2. Setting Up Insightful (Time Tracking)

1

Accept your Insightful invite

Sent to your personal Mercor email inbox. Please check your spam folder if it is missing.
2

Download the desktop app

Compatible with Windows 10 or later versions, or macOS 10.11 or higher.
3

Log time with Play / Stop

Please select your project within the application, then press ‘Play’ to commence work and ‘Stop’ to pause.
4

Review daily logs

Please access your Dashboard to review time blocks and rectify errors promptly.
Only log time while actively working. This includes tasks, client meetings, and mandatory trainings.
Manual time adjustments are infrequent and necessitate proper justification. Please contact support solely if you are experiencing a blockage and can furnish clear contextual information.

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3. Accessing Project Tooling

Ensure the integration of all tools (such as Slack, Airtable, Notion, etc.) to prevent any potential project delays.

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Checklist

  • The contractor’s email (@c-mercor.com) has been activated
  • Slack workspace or channel has been accepted
  • Airtable, Notion, or GDrive has been confirmed
  • Any platform, API key, or product login details have been received.
If you have not received the invitations after 24 hours, kindly request your Point of Contact (POC) to resend and verify the email address used.

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How to Reset or Access Your Contractor Email

1

Go to work.mercor.com → Profile → Account

Locate the section designated as “Mercor Email”.
2

Copy your @c-mercor.com address

This is utilized for gaining access to Slack, Notion, and various other tools.
3

Click Reset Password

A reset email shall be dispatched to your personal inbox.
4

Use one-time password to log in

Please visit gmail.com, log in to your account, and set a new password.

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4. Project Paused

Occasionally, a project may be temporarily suspended. This indicates that work is halted; however, you may still be considered for future opportunities.
What this means:
  • You remain a member of the project pool.
  • The weekly cap is established at 0 hours.
  • No new work is assigned during the pause.
What you should do:
  • Ensure that all hours are submitted prior to the commencement of the pause.
  • Maintain up-to-date payment information for Stripe/Wise to ensure pending payouts are processed without delay.
  • Please monitor your email and Slack channels for updates.
Paused does not equal removed. You will be notified if the project resumes or new opportunities become available.