Available for the following plan: Free, Standard, 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 also at the same time choose and assign the relevant contract.
Add a contractor
- Click the People menu
- Click the Independent Contractors submenu.
- Click the Add Independent Contractors button
- Click the Onboard button.
- Complete the following fields:
- Trading name
- First name
- Last name
- Date of birth
- Job title
- Start date
- Reports to
- Team
- Click the Issue Contract button.
- Choose the relevent 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
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 employee 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.
Explore related content
- HR Contractor File: 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.
- HR Contractor File: 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.