{
  "patent_number": "US 10223653",
  "country": "US",
  "title": "How Online Work Platforms Manage New Freelancer Onboarding",
  "original_title": "Onboarding dashboard and methods and system thereof",
  "summary": "A system for online freelance marketplaces to automatically create and manage task-based checklists that guide new workers through hiring and project setup.",
  "what_it_does": "This system acts as a digital project manager for freelance marketplaces. When a client hires a freelancer, the system automatically generates an onboarding dashboard tailored to a specific job group. This dashboard enforces 'task dependencies,' meaning a worker cannot start a second task until the first is marked as complete. It also provides a centralized 'task summary' view, allowing users to open documents or view activity logs without leaving the main dashboard screen.",
  "what_it_does_not_cover": [
    "Does not cover general project management software that lacks an integrated services exchange marketplace.",
    "Does not cover manual onboarding processes that do not use automated task dependency enforcement.",
    "Does not cover systems that lack the ability to intelligently suggest service providers based on job postings."
  ],
  "filed": "2015-02-20",
  "granted": "2019-03-05",
  "expires": null,
  "status": "active",
  "holder": "Elance Inc",
  "holder_url": "https://patentbrief.org/company/elance-inc",
  "inventors": [
    {
      "name": "Yuet Ping Poon",
      "url": "https://patentbrief.org/inventor/yuet-ping-poon"
    },
    {
      "name": "Sunny SunMin Song",
      "url": "https://patentbrief.org/inventor/sunny-sunmin-song"
    },
    {
      "name": "Anthony M. Hahn",
      "url": "https://patentbrief.org/inventor/anthony-m-hahn"
    },
    {
      "name": "Jonathan Paul Diller",
      "url": "https://patentbrief.org/inventor/jonathan-paul-diller"
    }
  ],
  "times_cited": 6,
  "tags": [
    "software",
    "ecommerce",
    "ai_ml"
  ],
  "abstract": "Embodiments of the present invention are directed to an onboarding dashboard and methods and system thereof for transitioning candidates into welcomed and engaged workers. In an online services exchange medium, clients find and hire freelancer candidates “on demand” to get projects done quickly and cost effectively. A client is able to use the onboarding dashboard to configure onboarding tasks for each individual or group of candidates the client hires. The candidates, once engaged with the client, are able use the onboarding dashboard to view the onboarding tasks established for them by the client. The onboarding dashboard provides complete visibility of the onboarding progress to both the client and the candidates, enforcement of step dependencies and management of documents.",
  "url": "https://patentbrief.org/patent/us/10223653/shopify-pos",
  "markdown_url": "https://patentbrief.org/patent/us/10223653/shopify-pos/md",
  "google_patents_url": "https://patents.google.com/patent/US10223653",
  "relatedPatents": []
}