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Contractor onboarding

A template to help onboard independent contractors consistently.

OfficialContractorsOnboarding

Contractor onboarding for {{name}}

Your checklist
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Follow these steps to get set up as an independent contractor with us. You can come back to this link any time.

  • Review your details
    Check that your legal name, contact email, and address are correct.Required
  • Sign the contractor agreement
    We'll send you an independent contractor agreement to review and sign.Required
  • Review the scope of work
    Confirm the deliverables, timelines, and what “done” looks like for this engagement.Required
  • Provide payment details
    Share your preferred payment method and the details we need to pay you on time.Required
  • Submit required tax forms
    Complete any tax forms required in your country (e.g. W-9 / W-8BEN in the U.S.).Required
  • Share business details (if applicable)
    If you operate as a business, provide your business name, registration number, and VAT/GST info.
  • Accept invitations to tools
    Accept invitations to any tools we've sent (project management, code repos, file storage, etc.).Required
  • Join communication channels
    Join the Slack/Teams channels or email threads we use to stay in touch.Required
  • Read the “How we work with contractors” guide
    Skim our short guide so you understand how we collaborate and make decisions.
  • Confirm your availability & time zone
    Let us know your time zone and typical working hours so we can coordinate smoothly.Required
  • Confirm the first milestone & due date
    Agree on the first milestone to deliver and when you expect to complete it.Required
  • Send your first invoice (if requested)
    If we agreed on an upfront or deposit invoice, send it using the agreed format and details.
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