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Overview

Once contractors are onboarded, use Toku to manage their engagements, update terms, and maintain contractor records.

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Contractor Dashboard

View all your contractors in one place:
  • Active — Currently engaged contractors
  • Pending — Invited but not yet completed onboarding
  • Ended — Past engagements

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Contractor Profile

Each contractor profile shows:
  • Contact information
  • Engagement details and terms
  • Contract documents
  • Invoice history
  • Payment history

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Updating Engagement Terms

1

Navigate to contractor profile

Click on the contractor’s name in your list
2

Click Edit Engagement

Select Edit next to Engagement Details
3

Update terms

Modify rate, payment frequency, or other terms
4

Generate amendment

If required, generate a contract amendment
5

Get contractor signature

Contractor signs the amendment electronically

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Common Actions

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Extend Engagement

To continue working with a contractor past their original end date:
  1. Go to contractor profile
  2. Click Extend Engagement
  3. Set new end date
  4. Confirm

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Change Payment Method

Contractors can update their payment method in their portal, or you can request a change:
  1. Go to contractor profile
  2. Click Request Payment Update
  3. Contractor receives notification to update their details

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Put on Hold

Temporarily pause an engagement:
  1. Go to contractor profile
  2. Click Actions > Put on Hold
  3. Select hold reason
  4. Contractor is notified

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Ending Engagements

When a contractor engagement ends:
1

Process final invoice

Ensure all outstanding work is invoiced and paid
2

Navigate to contractor profile

Go to the contractor’s profile
3

Click End Engagement

Select Actions > End Engagement
4

Set end date

Confirm the last day of the engagement
5

Confirm termination

The contractor is moved to “Ended” status

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Contractor Status

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Re-engaging a Contractor

To work with a past contractor again:
  1. Find them in the “Ended” list
  2. Click Re-engage
  3. Set up new engagement terms
  4. Send new contract for signature

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Contractor Communication

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In-App Messaging

Send messages to contractors directly through Toku.

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Notifications

Contractors receive notifications for:
  • Invoice approvals
  • Payment processing
  • Contract updates
  • Rate changes
Contractor Client Guide — Step 2 of 4. Previous: Onboarding Contractors | Next: Payments & Invoicing

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Next Steps

Payments & Invoicing

Process payments

Compliance

Understand compliance requirements