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Hiring Flow From Searching To Your First Remote Worker

Hiring Flow: From Searching to Your First Remote Worker

Your step-by-step guide to finding, interviewing, hiring, and onboarding your remote worker.

Whether you're drowning in tasks or simply want more time for what matters most, hiring a remote worker can be a game-changer. This guide will walk you through the entire process—from searching for candidates to fully onboarding your first team member—using your Eqeepo dashboard. Let’s get started.


Step 1: Head to the Search Page

Visit our home page, where you’ll find everything you need to search and filter remote workers.

Use the search bar if you have a specific skill or keyword in mind. Right below it, you’ll see popular skills commonly searched by other clients—great for inspiration if you’re unsure where to start.









Prefer a more tailored search? The Filter feature lets you search by role (like “Executive Assistant”) and combine that with a specific skills (like “Accounting” or “Bookkeeping”) to find someone who fits both.






Step 2: Review a Candidate’s Profile

Once someone catches your eye, click their name or featured photo to open their full work profile.










Here, you’ll find key details at a glance:

  • Job title

  • Hourly rate

  • Availability

  • Location

  • A short bio including their experience and skills

  • Tools they’re proficient in

  • Hobbies and interests

  • References from past work (when available)








You’ll also see similar workers on the right-hand side of the dashboard—perfect for comparing options.  



Step 3: Book a Call


If a worker looks like a good fit, you can book a call to learn more.

During the call, you can:

  • Ask about their previous experience

  • Share your needs and expectations

  • Get a feel for whether they’re a good fit

The goal isn’t to grill them—it’s just a relaxed conversation to see if you’re on the same page.


Step 4: Hire Your Remote Worker

If the call goes well (or you’re confident already), go ahead and click the Hire Me button on their profile.

You’ll be prompted to create an account—either through Google or manually with your name, email, and password.



Next, you’ll be asked to submit a small refundable deposit to officially kick things off.



And that’s it—you’ve just hired your first remote worker. 🎉


Step 5: Navigate Your Dashboard

Once logged in, head to your Client Dashboard by clicking the account icon and selecting Dashboard.




Let’s go over what you’ll find:


Time Tracking

Track real-time work logs by:

  • All workers

  • Individual workers

  • Custom date ranges (day, week, month, year)


You’ll also see:

  • Duration of each work log

  • Billable amount

  • Task details

  • Status of logs (paid/unpaid)

  • Worker status (active/inactive)

💳 Billing

In this section, you’ll find:

  • All invoices

  • Descriptions of each charge

  • Payment method used

  • Pending charges

  • Option to update your payment method




💬 Chats

Message your workers one-on-one or create group chats for team conversations.



✅ Tasks

Use this feature as your project management tool. You can:

  • Create task cards

  • Assign them to workers

  • Add due dates and subtasks


👥 Teams

Here’s where you can view and manage your entire team. For each worker, you’ll see:

  • Name

  • Email

  • Role

  • Status




You can also:

  • Give a bonus with just a few clicks




  • Add a new team member any time by clicking the Add Team Member button



When adding new workers, you’ll follow the same flow: search, filter by skill, view profiles, and hire.




⚙️ Settings

Update your personal details, such as:

  • Name

  • Phone number

  • Address


  • Password (under the Security section)


  • Notification preferences (enable or disable email alerts)


And If You Need Extra Help—We’ve Got a Hub for That 

New to the platform or just want a refresher? You don’t have to figure it all out alone—we’ve got you covered.

Your Help Center is the ultimate go-to spot for understanding how we work and how to get the most out of your dashboard. It’s where you’ll find all the guides, tutorials, and how-to articles you need—including the one you’re reading now.

📚 What’s inside the Help Center?

  • Step-by-step articles on how to use every dashboard feature

  • Guides on managing your remote worker, tracking hours, and reviewing invoices

  • Tips for communication, training, project management, and hiring

  • FAQs and answers to common platform questions

Instead of guessing how something works, just head to the Help Center. Everything from giving bonuses, reviewing time logs, chatting with your worker, to assigning tasks—it’s all there.

Pro tip: If you’re ever unsure about a process, check the Help Center before reaching out. Chances are, you’ll find exactly what you need, fast.

That’s a Wrap!

By following these steps, you’ve not only hired a remote worker—you’ve taken a big step toward more focus, better time management, and less stress.

We hope this guide was helpful, and congrats again on building your dream team!