Contractor Onboarding (For Contractors)
This guide walks you through everything from opening your invite to landing on your dashboard, ready to get paid. The whole flow is a short wizard with four steps, and you can leave and come back any time.
Accept your invite
Your client sends you an invite by email (or shares an invite link).
- Open the invite link.
- We email you a 6-digit verification code. Enter it to confirm your email and continue to onboarding.
Invites expire after 7 days, so accept yours promptly. If the code does not arrive, check your spam folder or ask your client to resend the invite.
The four onboarding steps
After you verify your email, you complete the steps below in order. A progress bar at the top tracks where you are. If you close the tab partway through, just reopen the onboarding page and you will pick up at the first step you have not finished.
1. Agree to the Terms of Service
Read the Contractor Terms of Service shown on screen, then tick the box to confirm you have read and agree to them. Click Continue. You only do this once.
2. Identity and tax details
Tell us who you are. We use these details to verify you, prepare the right tax form, and set up your payments. You provide:
- Legal name, as it appears on your government ID
- Tax classification (the options shown depend on your country)
- Address (address line 1, optional line 2, city, state or province, postal code)
- Country
If your client set your country when they invited you, that field is pre-filled and locked, and shows "Set by your employer." You will not be able to change it during onboarding.
When you submit this step, an automatic sanctions and compliance screening runs. There are three possible outcomes:
| Result | What it means |
|---|---|
| Clear | Everything is fine. You continue straight away. |
| Under review | We need to take a closer look. You can keep setting up your account while we finish the review. |
| Blocked | We cannot continue onboarding based on the details provided. Contact us at support@omnivoo.com so we can help. |
You sign your tax form securely at the end of this step. See Contractor Tax Forms for the form types (W-9, W-8BEN, W-8BEN-E) and which one applies to you.
3. Review and sign your work agreement
We prepare your work agreement based on the terms your client set up. Review it and sign it securely. You are taken to our signing partner to sign and then brought right back to onboarding.
You sign the agreement first. After you sign, your client countersigns it on their side. You can submit invoices once the agreement is fully signed by both parties. To learn more, see Contractor Work Agreements.
4. Set up a payout account
Connect a payout account so we can pay you. We use our secure payments partner to collect your banking details, so you are taken off-site to finish setup and then brought right back here.
A completed tax form and a connected payout account are both required before any payment can be sent to you.
You're all set
Once your payout account is connected, that is everything we need to get you paid. Click Go to dashboard to finish.
From your Contractor Dashboard you can track your account status, view your agreements and engagements, submit invoices, and follow your payouts. See Submitting Invoices and Getting Paid: Payouts for what comes next.