Creating an OutSail Account: Step-by-Step Guide

Brett Ungashick
Last Updated: 1 month ago

Welcome to OutSail! We're thrilled that you're considering our platform to help you navigate the complex world of HR Tech solutions. This guide is designed to walk you through the process of creating an account on OutSail, ensuring a smooth and straightforward setup so you can start matching with the perfect HR Tech platforms for your company. Let's dive into the details.

Start your journey by visiting the OutSail registration page: Start Matching with OutSail. This link will take you directly to our sign-up page, where you'll begin the process of creating your new account.

Step 2: Add Your Company Information

To tailor the OutSail experience to your company's specific needs, we'll need some essential information about your organization:

  • Company Name: Enter the full legal name of your company.

  • Company Website: Include your company's website URL, starting with https://. This ensures we can verify your company and provide tailored vendor suggestions.

  • Current Headcount: Let us know how many employees are currently in your company.

  • Projected Headcount in 2-3 Years: Share your growth expectations by indicating your projected headcount. This helps us recommend solutions that can scale with your company.

Step 3: Select Project Goals

OutSail recognizes the diversity of HR Tech goals among companies. To help us understand your priorities, we offer 12 common project goals, such as Easier Integrations, Better Customer Service, and Supports a Global Workforce. During registration, you'll be asked to select:

  • 3 Primary Goals: Choose the top three goals that are most crucial for your project.

  • 4 Secondary Goals: Select four additional goals to help us further understand your priorities. This step encourages you to stack rank your project objectives, ensuring a more personalized matching process.

Step 4: Select Project Scope

Determining the scope of your HR Tech project is vital for a successful match. OutSail offers 10 modules for selection, including Payroll, Benefits Admin, Onboarding, and ATS/Recruiting. You're required to choose:

  • At least 1 Mandatory Module: This is a must-have feature for your HR Tech solution.

  • At least 1 Optional Module: Indicate additional, nice-to-have features. This distinction helps us identify the core functionalities you need and the additional ones that would benefit your operations.

Step 5: Create an Account

After setting your project goals and scope, you'll need to create an OutSail account to save your preferences and progress. You can sign up using:

  • Email: Provide a corporate email address. Please note, emails ending in common domains such as,, or are not accepted.

  • Social Sign Up: Use your LinkedIn, Google, or Microsoft accounts for quicker registration. This option streamlines the sign-up process while maintaining the professional integrity of your account.

Step 6: Verify Your Email

Once your account is created, you'll receive a verification code in your email inbox. This code confirms the validity of the email address you've used. Enter this code back into the OutSail registration process to complete your sign-up.

And that's it! You're now ready to explore the OutSail platform, delve into detailed vendor profiles, and start your journey toward finding the ideal HR Tech solution for your company.

Should you encounter any issues or have questions during the registration process, our support team is here to assist you. Welcome to OutSail, and we look forward to supporting you in your HR Tech selection journey.

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