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Managing your contractor's documents

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR payroll classic plans: Standard, Premium, Platinum
Available for the following user access levels: Contractor    , Admin    

As an organization, HR compliance is the understanding that all your operations must follow the relevant employment laws, rules, and regulations. One way to achieve this is via contractor documentation and making sure your contractors know what their contractual obligations are, and the payment process they will need to follow.

You can use the HR Documents feature to select the relevant document, complete any required variables, and then email it to the chosen contractor to accept and sign. This feature also ties in with the Authorising Signatory feature, which allows your organization to create a pre-filled signature that users can then select when completing a document.

If you need to remind contractors to sign allocated HR documents and contracts, you can access this feature from the HR Documents report. To read further details on how to send a reminder, refer to this article.

If your contractors need to sign a new contract and/or view their assigned documents, they can do so through the My Documents feature. To read further details on how your employees can access this feature, refer to the following article.

Getting started

The below steps will walk you through to to add a document to a contractors file.

Add a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document added.
  4. Click the Documents tab.
  5. Click the Add button.
  6. Click the Actions button.
  7. Click the Select button.
  8. After making the required changes on the editing screen, click the Continue button.
  9. Click the I have read and understood the disclaimer and accept the terms of use tick box.
  10. You now have three actions you can undertake with the document:
    • Email the document to the contractor:
      1. Click the Email box.
      2. Review the email message you are sending to the contractor.
      3. Click the Email Contract button.
    • Print a copy of the document.
      1. Click the Hard Copy box.
      2. Click the Print Contract button.
    • Save the document as a draft. 
      1. Click the Save as Draft button. 

Maintain

The below steps will walk you through how to view document details, print the information out, edit, and/or delete an entry you no longer need.

View document details
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor whose document you wish to view.
  4. Click the Documents tab.
  5. Click the Actions button. 
  6. Click the View Details button.

    Helpful Hint

    You will now see the document displayed on your screen.

Print a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document printed.
  4. Click the Documents tab.
  5. Click the Actions button.
  6. Click the View Details button.
  7. Click the Print button.
Edit a document

Helpful Hint

You can only edit a document when it is in the drafting stage.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document edited.
  4. Click the Documents tab.
  5. Click the Actions button.
  6. Click the View Details button.
  7. Click the Edit Document Details button.
  8. After making the required changes on the editing screen, click the Continue button.
  9. Click the I have read and understood the disclaimer and accept the terms of use tick box.
  10. You now have three actions you can undertake with the document:
    • Email the document to the contractor:
      1. Click the Email box.
      2. Review the email message you are sending to the contractor.
      3. Click the Email Contract button.
    • Print a copy of the document.
      1. Click the Hard Copy box.
      2. Click the Print Contract button.
    • Save the document as a draft. 
      1. Click the Save as Draft button. 
Delete a document
  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor that needs a document deleted.
  4. Click the Documents tab.
  5. Click the Actions button.
  6. Click the Delete button.
  7. On the confirmation screen, type in the document's name and click the Delete button.

Legal Disclaimer

Please note that this module and any related content or templates are not all-inclusive and is intended for general information purposes only. It does not constitute legal or other advice. The content or templates may not be compliant with your local employment laws. Always seek professional legal advice. Employment Hero expressly disclaim any representation or warranties, express or implied, including without limitation any representations or warranties of fitness for a particular purpose, accuracy, completeness, reliability and non-infringement. Employment Hero is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this module.