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Onboard a contractor

Updated

Available for the following plans: Engage, Plus, Elite, Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin

The Onboard Contractor feature allows you to add a new contractor to Employment Hero and also at the same time choose and assign the relevant contract.


 

Add a 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 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.

  5. Select Start onboarding.
  6. Complete the following fields:
    • Trading name
    • First name
    • Last name
    • Date of birth
    • Email
    • Job title
    • Service description
    • Reports to
    • Team
  7. Next you need to decide whether you are paying the contractor on payroll or not. If you select Yes to paying the contractor on payroll you will need to add the following:

    • Employing entity

    • Primary cost centre

    • Pay schedule

    • Timesheets

    • Primary pay category

    • Hourly rate

    • Standard hours per day

  8. If you select No, you don't have to add any of the above.

  9. Click the Issue Contract or Create button.
  10. If you select Issue Contract, choose the relevant contract 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 Term of Use tick box.
  14. Edit the email message as required.
  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 person to the platform. However, please keep in mind that adding them will automatically trigger an email to the individual. To avoid this, the only way to keep the contractor in a 'pending/draft' status is to onboard them and select 'Issue Contract' during the onboarding process. This allows you to exit the file without sending an email, but you will need to proceed with the contract if you decide to onboard the person later.

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.

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