> ## Documentation Index
> Fetch the complete documentation index at: https://docs.toku.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Contractors

> Manage contractor relationships and engagements

## Overview

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

***

## Contractor Dashboard

View all your contractors in one place:

* **Active** — Currently engaged contractors
* **Pending** — Invited but not yet completed onboarding
* **Ended** — Past engagements

### Contractor Profile

Each contractor profile shows:

* Contact information
* Engagement details and terms
* Contract documents
* Invoice history
* Payment history

***

## Updating Engagement Terms

<Steps>
  <Step title="Navigate to contractor profile">
    Click on the contractor's name in your list
  </Step>

  <Step title="Click Edit Engagement">
    Select **Edit** next to Engagement Details
  </Step>

  <Step title="Update terms">
    Modify rate, payment frequency, or other terms
  </Step>

  <Step title="Generate amendment">
    If required, generate a contract amendment
  </Step>

  <Step title="Get contractor signature">
    Contractor signs the amendment electronically
  </Step>
</Steps>

***

## Common Actions

### 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

### 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

### 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

***

## Ending Engagements

When a contractor engagement ends:

<Steps>
  <Step title="Process final invoice">
    Ensure all outstanding work is invoiced and paid
  </Step>

  <Step title="Navigate to contractor profile">
    Go to the contractor's profile
  </Step>

  <Step title="Click End Engagement">
    Select **Actions** > **End Engagement**
  </Step>

  <Step title="Set end date">
    Confirm the last day of the engagement
  </Step>

  <Step title="Confirm termination">
    The contractor is moved to "Ended" status
  </Step>
</Steps>

***

## Contractor Status

| Status      | Description                                 |
| ----------- | ------------------------------------------- |
| **Pending** | Invitation sent, awaiting contractor action |
| **Active**  | Engagement is active                        |
| **On Hold** | Temporarily paused                          |
| **Ended**   | Engagement has concluded                    |

***

## 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

***

## Contractor Communication

### In-App Messaging

Send messages to contractors directly through Toku.

### Notifications

Contractors receive notifications for:

* Invoice approvals
* Payment processing
* Contract updates
* Rate changes

***

<Tip>
  **Contractor Client Guide** — Step 2 of 4. [Previous: Onboarding Contractors](/contractor/client/onboarding-contractors) | [Next: Payments & Invoicing](/contractor/client/payments-and-invoicing)
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Payments & Invoicing" icon="money-bill-wave" href="/contractor/client/payments-and-invoicing">
    Process payments
  </Card>

  <Card title="Compliance" icon="shield-check" href="/contractor/client/compliance-basics">
    Understand compliance requirements
  </Card>
</CardGroup>