> ## 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.

# Onboarding Contractors

> Add and onboard contractors to your organization

## Overview

Toku Contractor simplifies global contractor onboarding with compliant contracts, automated workflows, and built-in verification.

***

## Adding a Contractor

<Steps>
  <Step title="Navigate to Contractors">
    Click **Contractors** in the sidebar
  </Step>

  <Step title="Click Add Contractor">
    Select **Add Contractor** to start the onboarding process
  </Step>

  <Step title="Enter contractor details">
    Fill in the contractor's information:

    * Full legal name
    * Email address
    * Country of residence
    * Engagement type (hourly, fixed, retainer)
  </Step>

  <Step title="Configure engagement terms">
    Set up the engagement:

    * Start date
    * Rate (hourly, daily, or fixed)
    * Payment frequency
    * Payment method preference
  </Step>

  <Step title="Generate contract">
    Review and customize the contractor agreement
  </Step>

  <Step title="Send invitation">
    Send the invitation to the contractor to complete onboarding
  </Step>
</Steps>

***

## Contractor Information Required

| Field        | Required | Description                                 |
| ------------ | -------- | ------------------------------------------- |
| Legal Name   | Yes      | Full legal name as it appears on ID         |
| Email        | Yes      | Primary contact email                       |
| Country      | Yes      | Country of residence/tax residence          |
| Address      | Yes      | Full address for compliance                 |
| Tax ID       | Varies   | Required in some jurisdictions              |
| Bank Details | Later    | Collected from contractor during onboarding |

***

## Engagement Types

### Hourly

Contractor bills based on hours worked. Best for ongoing work with variable hours.

### Fixed/Project-Based

Set fee for a defined scope of work. Best for discrete projects with clear deliverables.

### Retainer

Recurring monthly fee for ongoing availability. Best for advisory or on-call arrangements.

***

## Contract Generation

Toku generates compliant contractor agreements based on:

* Contractor's country
* Engagement type
* Your organization's preferences

### Customizing Contracts

You can customize:

* Scope of work description
* Confidentiality clauses
* IP assignment terms
* Termination provisions

### Electronic Signature

Contracts are signed electronically by both parties and stored securely in Toku.

***

## Contractor Onboarding Flow

After you send the invitation, the contractor:

1. Receives invitation email
2. Creates their Toku account
3. Reviews and signs the contract
4. Provides payment information
5. Completes any required verification
6. Is marked as "Active" in your system

***

## Bulk Onboarding

Onboard multiple contractors at once:

1. Navigate to **Contractors** > **Import**
2. Download the CSV template
3. Fill in contractor details
4. Upload the completed file
5. Review and confirm

***

<Tip>
  **Contractor Client Guide** — Step 1 of 4. [Next: Managing Contractors](/contractor/client/managing-contractors)
</Tip>

## Next Steps

<CardGroup cols={2}>
  <Card title="Manage Contractors" icon="users-gear" href="/contractor/client/managing-contractors">
    Manage active contractors
  </Card>

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