Skip to main content

Signing the Contractor Services Agreement

Before your company can invite or pay any contractor, you e-sign the Contractor Services Agreement (CSA) once. This is a one-time setup step. Until the CSA is signed, you cannot pay contractor invoices.

If you are new to contractors on Omnivoo, start with How Contractors Work on Omnivoo.

What the CSA Is​

The CSA is the master agreement between your company and Omnivoo that governs how you engage and pay contractors through the platform. It includes a Data Processing Addendum (DPA) covering how contractor and company data is handled.

At a high level, it covers:

  • Your company's use of the Omnivoo platform to engage and pay contractors
  • How payments flow through Omnivoo to your contractors
  • Fees for the contractor service
  • Data processing and privacy terms (the DPA)

The CSA is separate from the per-contractor work agreement. The CSA is signed once for your whole company. A work agreement is created and signed for each individual contractor you invite. See Contractor Work Agreements for that.

When You Sign It​

You are prompted to sign the CSA the first time you go to invite a contractor. You only do this once per company. After it's signed, you won't be asked again.

info

You must complete your company profile and KYB (business verification) before you can sign the CSA. If either is incomplete, Omnivoo sends you to finish company setup first, then brings you back to the invite flow. See Inviting a Contractor for the full prerequisites.

Why It Gates Contractor Payments​

The CSA is a hard requirement for paying contractors. Until it's signed:

  • A pending contractor invoice is not payable, even if the work agreement is fully signed.
  • Contractors cannot submit invoices to your company.

Once the CSA is accepted, this gate clears for every contractor you work with. You don't sign it again per contractor or per invoice.

How to Sign It​

  1. Go to People > Add People > Contractor to start inviting your first contractor.
  2. If your company hasn't signed the CSA yet, you'll see a Sign your platform agreement screen instead of the invite form.
  3. Click Review & sign agreement. Omnivoo takes you to our secure signing partner.
  4. Review the Contractor Services Agreement and Data Processing Addendum, then e-sign.
  5. You're brought right back to the invite flow, where you can now invite your contractor.

If signing doesn't open, an error message appears on the screen -- click Review & sign agreement again to retry.

After You Sign​

Once the CSA is on file, the invite form unlocks and you can invite a contractor. When their work agreement is fully signed, you'll be able to approve and pay their invoices from your Billing page. See Approving and Paying Contractors.