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Onboard a contractor

Updated

Available for the following plans: Standard, Premium, Platinum, Unlimited 
Available for the following user access level: Admin

The Onboard Contractor feature allows you to add an independent contractor to Employment Hero while simultaneously selecting and issuing their relevant agreement or contract.

Getting started

Add an independent contractor
  1. From the Employment Hero dashboard, click the   People menu.
  2. Click the People List submenu.
  3. Click the + Add Worker button, then select Onboard.

  4. In the Add a worker modal, select the Contractor tile.

    Helpful Hint

    Not sure whether the worker should be classified as an independent contractor, an employee, or a volunteer under Canadian provincial/territorial guidelines or CRA rules? Select Not sure which type applies? to answer a few quick questions and receive a recommendation.

  5. Select Start onboarding.
  6. Complete the following fields:
    • Operating / business name (DBA)
    • First name
    • Last name
    • Date of birth
    • Email address
    • Job / role title
    • Scope of work / service description
    • Reports to
    • Team / Department
  7. Next, select whether you are paying the contractor through payroll or via accounts payable/invoicing. If you select Yes to paying the contractor on payroll, provide the following details:

    • Employing entity

    • Primary cost centre

    • Pay schedule (e.g., bi-weekly, semi-monthly)

    • Timesheets

    • Primary pay category

    • Hourly rate (CAD)

    • Standard hours per day

  8. If you select No, you will not need to complete the payroll fields above.

  9. Click the Issue Contract or Create button.
  10. If you select Issue Contract, choose the relevant contractor agreement template and click the Actions   button.
  11. Click the Select button.
  12. Make the required changes and click the Continue button.
  13. Select the I Have Read and Understood the Terms of Use checkbox.
  14. Edit the email message as needed.
  15. Click the Email Document button.

Further information

Can I add a new contractor when offering them a contract, and delete them if they don't accept the offer?
Yes, you can add the individual to the platform. However, please keep in mind that adding them directly will automatically trigger an email notification. To avoid this, the only way to keep the contractor record in a 'pending/draft' status is to onboard them and select 'Issue Contract' during the onboarding process. This allows you to exit without dispatching an email; you can then resume the agreement if you decide to proceed with onboarding later.

Legal Disclaimer

Please note that this module and any related content or templates are not exhaustive and are intended for general informational purposes only. They do not constitute legal, tax, or professional advice. The content or templates may not be compliant with federal or provincial/territorial employment standards and tax regulations across Canada. Always consult with a qualified Canadian legal or tax professional. Employment Hero expressly disclaims any representations 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 directly or indirectly from reliance on, use of, or inability to use any information provided in this module.

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