Engage a contractor

• The contractor must live in a country we work in: Austria, Belgium, Finland, France, Germany, Ireland, Italy, the Netherlands, Poland, Portugal, Spain or Sweden.
• Members of your workspace can record an engagement, but a member with the DPO role can't open People. Paying the monthly fee afterwards is for admins only (see roles and permissions).

1. Go to People › Contractors and select Engage contractor.
2. Complete the three sections of Engage a contractor, described below.
3. Select Engage contractor at the foot of the form.

Person

Full name and Role are required. Country of residence starts at the Netherlands.

Engagement

Pick an Engagement type. The label of the rate field beside it follows the type you pick. The rate is optional and is recorded in euro.

Start date starts at today. Under Term, choose Open-ended · 30-day notice, or Fixed end date and then an End date, which can't be before the start date. Payment can't be started for a contractor whose record has an end date, so a contractor engaged with a fixed end date can't be paid for or onboarded.

Intellectual property

IP assignment is Client-owned (work for hire), Shared (per work order) or Contractor-owned (license back). The form suggests client-owned for engineering and design work, and shared or contractor-owned for advisory or content engagements where the contractor keeps rights. The term you pick is recorded on the engagement agreement.

1. The contractor appears in the Contractors list as Awaiting review, and their engagement agreement appears on the Engagements tab as Awaiting signature. Our operations team is emailed, and the engagement is recorded in your workspace's Notifications.
2. Our team reviews the engagement and approves it. Approval charges nothing. The member who recorded the engagement is emailed, and the status changes to Awaiting payment.
3. An admin pays the monthly fee from the contractor's record, and the status changes to Ready for finalization. See Pay for a contractor.
4. Our team files the executed engagement agreement, which then reads Signed. See Find a contractor's engagement agreement.
5. Once the first month is paid and a signed agreement is on file, our team completes onboarding, and the record's Onboarding reads Onboarded. The list then shows the contractor as Active, or Pre-start until their start date.