Upwork Account Set-up & Post a Job Guide

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1 Upwork Account Set-up & Post a Job Guide Upwork Account Set-up & Post a Job Guide

2 Upwork Account Set-up & Post a Job Guide Hi Virtual Assistant, I would like you to set up an Upwork account & post job for our client. Please follow the step-by-step procedure below. Here is the information you will need. Gmail Logon Gmail: Password: Other Information First Name: Last Name: Company Name: Country: Category: Sub-Category: Job Name: Job Description: File(s) to Attach: Job type: No. of freelancer s required: Freelancer s Name (if known): Skills: Payment mode: Fixed Price Budget Amount: Experience level: Job Period: Job hours: Freelancer Preferences: Shared DropBox.com Folder: Note: The information noted above must be copied into the relevant filed EXACTLY as shown above. Please let me know if you have any questions. Thanks,

3 1, 2 Please Follow the Steps Below 1) Go to and click on SIGN UP 2) Click on Hire button.

4 3, 4 3) Click on Sign Up With 4) With Company Sign Up selected, from the provided information, fill in First Name, Last Name, Company Name, Country, and Password. Check the box for the acknowledgement and click Get Started.

5 5 5) A verification will be sent to the Gmail account and you'll need to access the Gmail account provided to click the verification link in order to access all features. Upwork account setup is now completed. Now click Post Job

6 6 6) On the post a job page, select the provided category and sub-category from the pull down menu under Choose a category and subcategory. If you weren t provided with a category then read the job description provided and select something that best represents what you are posting the job for as it ll help target people with the relevant skills Note: The parameters vary for various categories and sub-categories. In the next section, using the information provided, input the Job Name under Name your job posting and Job Description under Describe the work to be done. If you are provided with files to attach, click Attach File and upload the files. Attaching a file is a GREAT way to provide an example of exactly what you are looking for!

7 7 7) Underneath Job Type, select the appropriate radio button for Are you posting for a project, or for ongoing work? and How many freelancers do you need to hire this job? Lastly type the specific skills needed for the jobunder Enter skills needed (optional). The more specific you are on the skills required for the job the less time you will spend sifting through the job applicants!

8 8 8) In the next section, use the information provided above for Payment mode and select appropriate payment option under How would you like to pay? Do the same for experience level under Desired Experience Level. If you have selected Pay a fixed Price you will need to fill in your budget (flat rate price that you are willing to pay) for the job.

9 9, 10 9) From the information provided, select the Job Period under How long do you expect this job to last and Job Hours under What time commitment is required for this job. 10) Click Freelancer Preferences to open pull down menu. Use the provided information and select the appropriate radio button under Do you want freelancers to find and apply to your job?. If you were provided with the freelancer s name above then click on the last radio button and search for them when assigning the job.

10 11, 12 11) Under Preferred Qualifications click Add Qualifications. 12) From the provided information, select the appropriate qualifications. If you haven t been provided with any qualifications then you can skip this step.

11 13, 14 13) From the provided information, add the first screening question and if you are provided with more questions, click on Add Another Question. Note: Screening questions are important as it will help you quickly weed out those applicants that aren t suited for your task 14) From the information above, as appropriate click on Select from suggested or recent or Create my own question and select/add the additional questions. If no information was provided, skip this step.

12 15, 16 15) If a cover letter is required from an applicant, Click the box as noted below. In the event that no screening questions are entered the cover letter is selected by default 16) Click Post Job button. You ve now posted a job on Upwork!

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