Workium
For Agencies

Partner Onboarding: Your Mandatory Kick-off Call

3 min read

Why new partner agencies complete a short, one-time kick-off call before full dashboard access is unlocked - who it applies to, what stays locked until then, how to book it, and the reasons behind the policy.

Partner Onboarding: Your Mandatory Kick-off Call

As part of onboarding every new partner agency, Workium now includes a short, mandatory kick-off call (also called a discovery call). It takes place after your KYC and Partnership Agreement have been approved and is the final step before your dashboard is fully activated.

Who this applies to

New partner agencies within their first three (3) months with Workium.
Any agency that has completed KYC and had its Partnership Agreement approved but has not yet paid for a candidate.

Established partners who joined more than three months ago and have already paid for at least one candidate are not affected.

What happens until the call is completed

While the kick-off call is still outstanding, your dashboard is visible but in a limited, view-only state:

Adding candidates, submitting Zero Deposit applications and most partner tools are temporarily locked.
The Help Center stays fully available, so you can read up on the programme at any time.
A "Book your kick-off call" prompt remains on your dashboard so you can schedule at a time that suits you.

We activate full access as soon as the call is completed - usually the same day.

How to book your kick-off call

1Log in to your Agency Dashboard.
2Click "Book your kick-off call" on the banner or on-screen prompt.
3Choose a slot from our live calendar.
4Join the short call with our partnerships team.

Why we have introduced this step

The kick-off call protects candidates, partners and the integrity of our programmes. Specifically, it helps us:

Verify and welcome you properly. We confirm we are working with a genuine, correctly onboarded agency and complete any final KYC and compliance checks.
Set you up for success. We walk you through the dashboard, packages, pricing, the Zero Deposit programme and how payments and candidate protections work, so nothing is misunderstood before your first candidate.
Protect candidates. Candidates make significant financial and life decisions based on your placements. The call ensures partners fully understand our processes and obligations before candidates are involved.
Prevent misuse and reduce risk. A brief human conversation is one of the most effective ways to prevent fraud, account misuse and avoidable errors early on.
Build a genuine partnership. We would rather begin with a conversation than a cold sign-up - it is the start of a long-term working relationship.

This is a one-time step. Once your kick-off call is done you will not see it again and your account remains fully active.

If you are seeing restricted access

If your dashboard looks restricted and you are not sure why, it is almost always because your kick-off call is still outstanding. Book it directly from your dashboard, or contact us at hello@workium.co.uk and we will help you get set up.

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