Client Guide To Upwork
Client Guide To Upwork
Upwork
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Table of contents
CHAPTER 1
Introduction
TIP 1
1 Welcome Click the page name
3 Why is Upwork right for your hiring needs to jump to that page
CHAPTER 2
Posting a job
8 Posting a job
9 Choose between an hourly or fixed-price contract
10 Set your budget
CHAPTER 3
CHAPTER 4
CHAPTER 5
Finishing touches
25 Leave final ratings
26 Best Practices
27 Identify your next hiring need TIP 2
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Table of Contents
A Client’s Guide to Upwork
CHAPTER 1
Welcome
Welcome
A Client’s Guide to Upwork 2
Why is Upwork right for your hiring needs
Upwork’s
You can use our platform to engage freelancers, get great
technology
work, and pay freelancers easily and securely.
makes it easy
Welcome
A Client’s Guide to Upwork 5
Join Upwork in three steps:
Sign up
1 If you haven’t signed up yet, now’s the time.
Welcome
A Client’s Guide to Upwork 6
CHAPTER 2
Posting
a job
Finding work
Posting a job & submitting proposals A Client’s Guide to Upwork 8
8
Choose between an hourly
or fixed-price contract
• You need flexibility, as project size and scope • You have a project-based contract where there
may vary as you move forward. is a deliverable that can be handed over at the
• You have a longer-term project involving end of the contract.
multiple deliverables that may change. • You have a project that can be sequenced
• You want to evaluate two or three freelancers, into a series of milestone deliverables and
getting a feel for the work product before a final product.
committing to one freelancer for a • You want to use the Upwork Fixed-Price Payment
larger engagement. Protection to fund milestones in the project
• You want to start a job instantly and fine-tune and release payments only as you approve
some details later. deliverables that have been completed.
Finding work
Posting a job & submitting proposals A Client’s Guide to Upwork 9
9
Set your budget as accurately
as possible
Finding work
Posting a job & submitting proposals A Client’s Guide to Upwork 10
10
CHAPTER 3
Finding
the right
freelancers
1
matching tools, we automatically generate a list of freelancers
on Upwork who seem right for you. We’ll show you these
candidates immediately after you create your job post. Browse
the freelancers and invite those you think are most promising
to submit a job proposal.
2
Upwork makes it easy to find freelancers on the platform
who match the skillset you’re looking for. Use the search tool
on Upwork to refine your search by skills, location, price and
other variables.
Look for unique value and benefits Factor in Job Success Scores
Find freelancers who have direct experience When looking at a candidate’s profile on
OBS
JOBS
inFREELANCERS
the job you’re hiring
FREELANCERS for. Also browse
REPORTS
REPORTS MESSAGES
for
MESSAGES 99+ 8
Upwork, look for their Job Success Score.
people who have prepared a thoughtful This provides a summary of the freelancer’s
approach to apply their skills towards work history and reputation on Upwork.
your project.
CONTACT
al Designer
onto, Canada
Megan Malley $77.78/hr Save
ry and Feedback
Web Designer for Desktop Application 5.00
144 hours Languages
"Beautiful work by Megan for one of our new projects.
$77.70 /hr
Absolutely no doubt that she's a skilled designer, and
I'd love to hire her again for new projects." 11,188.80 earned
English Fluent
Aug 2014 –Jan 2015
A Client’s Guide to Upwork 13
4 jobs in progress
TOP RATE
Evaluating Freelancer
designer experiencedProfiles
558 hours w
I am a multi-media in interaction design, UI/UX, and visual
design. I bring a strong knowledge of leading design teams, working with 4 jobs
and reviewing proposals
stakeholders and in shaping brand strategy. I have been working with Adobe
Creative Suite software for over a decade. I am also proficient using other social Availabilit
media, email marketing and Google marketing and analytics tools...
Available
Full time
24hrs resp
English F
Newest First 4 jobs in progress
Tests
Name Score (out of 5) Time to Complete
Tests
Name Score (out of 5) Time to Complete
Employment History
Creative Director Huge, Inc.
December 2013 - March 2014
Education
M.A. in Art, emphasis in Graphic Design. Minor in Advertising. University of California
December 2009 - March 2011
Finding the
workright
& submitting
freelancers
proposals A Client’s Guide to Upwork 15
15
Tips on interviewing top candidates
Once you’ve narrowed the field, you’ll be able to cover by sending messages, and for
want to interact directly with your potential the freelancer to ask questions about parts of
freelancers. This could include using Upwork your project that are unclear.
Messages (available on the desktop and for
your phone) to send a message and get a feel Consider a small test job with top candidates
for their communication skills or schedule Can’t decide on which freelancer to choose?
an interview. Another popular option is to give a few freelanc-
ers a small portion of the project (or a related
It’s a best practice to pick up the phone or job) to see how things go. It’s easy to set up an
use our Upwork Messages video system to hourly job for two or three hours, and let each
discuss the project and host your interview. work their magic. You’ll get a good idea of each
Keeping all information on Upwork will help person’s skill and work style – typically enough
you stay protected and avoid potential scams. to make an informed decision on whom to go
Again, during the interview, determine their with for the entire job. You’ll only allocate a small
communication skills and if this is a person portion of your overall budget in the process, and
you’re comfortable working with. This is also eventually go with the best freelancer, paying
your opportunity to discuss more detailed and thanking the others for their time and effort.
matters of the project, which you may not
Either way, you may want to keep these Avoid fraud – never take jobs off Upwork
thoughts in mind: If freelancers ask you to complete the job or pay
them outside of the Upwork platform, a warning
Always remain professional
bell should go off in your head. Something is not
No need to take things personally. You’re a pro-
right. It’s against Upwork policy and you’re in
fessional and you know what the job is worth to
danger of getting scammed. If you agree and pay
you. Simply explain why you feel you’re offering
them outside of the Upwork platform, you will
a fair price. Be flexible if your freelancer offers
lose all protection Upwork affords you and will
points that you hadn’t considered.
be in violation of the terms of service.
Select a freelancer
When you’ve found the winning offer, simply If you haven’t done so already, be sure to
award the project by selecting that freelancer. put your payment method on file through the
You’ll be prompted to update all the terms and “Financial Accounts” section of your Upwork
milestones. These updates will be sent to the account (Manage/Financial Accounts). This is
freelancer for approval and vice versa should important because this will allow you to turn
they request any edits. Here’s more information on auto-pay. More information on auto-pay is
on setting those final terms: available in the next section of this guide.
Be sure to review the time logged on a regular • Milestone 4: freelancer delivers final video with
basis too. If you don’t, you may run into surprises source file
when your card is charged at the end of the work Set as many milestones as you’d like, breaking up
week. By staying up-to-date on the quality and your total budget among these key milestone dates.
price of the deliverables you’re receiving, you and
your freelancer can stay in synch.
Evaluating
work and
paying
These notes will help you get great work and build
a working relationship that can extend to projects
down the road. While there are many ways to work
successfully with freelancers and many Upwork
services and features, below are some tips on how
to get the most from working with your freelancers.
Setting permissions Here are the roles you can assign and the
functionality allowed:
Time zones and communication preferences vary
Administrator: Can complete all Upwork tasks.
with each client. Be willing to adapt to the client’s
time and interview requirements. Hiring manager: Except for withdrawals, can
perform all tasks.
Depending upon the size of your organization
and scope of your project, you may want to begin Recruiter: Except for withdrawals and payments,
by giving your employees permissions to interact can complete all tasks.
with your freelancers on the project. When adding
team members, you can set different access levels. Staff: Can perform a partial set of actions
required for jobs.
Communicate clearly
Be specific about what you’re expecting and when you expect things, so everyone
is on the same page.
Finding work
Finishing
Evaluatingtouches
work
& submitting
and payingproposals A Client’s Guide to Upwork 22
Upwork Payment Protect
Finishing
touches
Your opinion matters. Final ratings, both public The freelancer can only read your review once
feedback and a private recommendation rating you both have completed the form, or after 14
you’ll leave, are among the most significant ways days of the contract ending. Also of note is that
clients can differentiate between one Upwork freelancers can respond to your feedback, so
freelancer and another. Take a moment to rate always handle responses (positive or negative)
how well the freelancer performed, and what in a professional manner.
value you received.
So hire again. Freelancers love long-term client the project has ongoing maintenance needed, or
relationships with repeat projects. Not only is it additional parts to complete the puzzle? Use your
more fulfilling to work with repeat customers, freelancer as an invaluable advisor.
they also can increase their Job Success score
by working with you again. Or look in other areas of your business to see
where freelancers could have an immediate
When you’re finished with a project, don’t be shy impact. Content writers to drive traffic to your
about suggesting other work your freelancer can website? Mobile development teams to build
do or asking what else you need to be successful. your next great app?
Sometimes you’re so focused on that to-do list
in front of you that you don’t realize the oppor-
tunities that are right in front of you. Perhaps
Once you get the hang of it, you’ll find that working
with remote online freelancers is simple and effective.
If along the way you need some advice or a helping
hand, don’t hesitate to reach out to us. Here are
some options for Upwork assistance:
Upwork Community
Hiring Headquarters
Help Center