Available for the following plans: Lite, Plus, Unlimited, HR Essentials, HR Engage, HR Elite, Unlimited HR+Payroll
Available for the following HR classic plan: Premium, Platinum
Available for the following User Access levels: Admin
The Onboard a Contractor feature allows you to add a new contractor to your HR platform and at the same time choose and assign the relevant contract.
- Click the People menu.
- Click the People List submenu.
- Click the + Add Worker button, then select Onboard.
-
In the Add a worker modal, select the Contractor tile.
Helpful Hint
Not sure whether the person you are adding should be a contractor, employee, or volunteer? Select Not sure which type applies? to answer a few quick questions and receive a recommendation.
- Select Start onboarding.
- Complete the following fields:
- Trading name
- First name
- Last name
- Date of birth
- Job title
- Service description
- Reports to
- Team
- Click the Create button.
- Choose the relevant contract and click the Actions button.
- Click the Select button.
- Make the required changes and click the Continue button.
- Select the I Have Read and Understood the Term of Use tick box.
- Edit the email message as required.
- Click the Email Document button.
Further information
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.
Explore related content
- How do I edit contractor details? This feature is where you can view and, if needed, update a contractor's details, such as their trading name, email and phone number.
- How do I edit contractor job details? This feature is where you can view and, if needed, update a contractor's job information, such as their title and assigned team.