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Onboard a contractor with a contract

Declan Manning
Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: 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
  1. Click the People menu
  2. Click the Independent Contractors submenu.
  3. Click the Add Independent Contractors  button
  4. Click the Onboard button.
  5. Complete the following fields:
    • Trading name
    • First name
    • Last name
    • Date of birth
    • Email
    • Job title
    • Service description
    • Reports to
    • Group
  6. Click the Create button.
  7. Choose the relevant contract and click the Actions button.
  8. Click the Select button.
  9. Make the required changes and click the Continue button.
  10. Select the I Have Read and Understood the Terms of Use tick box.
  11. Edit the email message as required.
  12. 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 open or manage a payroll account (with CRA) for them and select 'Issue Contract' during the opening of a payroll account (with the CRA) 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 open or manage a payroll account (with CRA) for 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 disclaims 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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