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You invite a contractor from the Add people flow. Open it from your People list (or the dashboard), then choose the Contractor card. The invite is a short 3-step wizard that sets up who the contractor is, how they bill you, and the work agreement they will sign. This guide walks through each step.

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Before you start

Two things must be in place before you can invite a contractor:
  1. Your company profile must be complete. Omnivoo verifies your business details (KYB) before you can engage anyone. If something is missing, you are sent to company setup first and returned here once it is done.
  2. You must sign the Contractor Services Agreement (CSA). This is a one-time, e-signed platform agreement (with a Data Processing Addendum). Until it is signed, you will see a “Sign your platform agreement” prompt instead of the invite form, and you cannot pay contractor invoices. Click Review & sign agreement, sign with our secure signing partner, and you are brought right back.
For background on how contractors work on Omnivoo, see What are contractors and the Contractor Services Agreement.
1

Details

The first step captures who the contractor is.Click Next to move on once email, role, and country are filled in.
2

Billing

The second step sets how the contractor bills you and the terms that go into the agreement.
The engagement’s currency decides the currency of every invoice the contractor sends. A contractor run pays one currency at a time, so a non-USD engagement’s invoices cannot go into the same run as USD ones. You pay them in a separate run, with its own $5 processing fee. The platform fee and the processing fee stay USD prices whatever currency you pick. See Approving and paying contractors.
The billing mode you choose decides which amount field appears:
  • By the hour: the contractor bills by submitting hours against the hourly rate.
  • Same amount each period: a set amount each billing period. You also choose how often they invoice with the How often you’ll pay selector.
  • One-time fee: a single fixed amount.

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Drafting the scope of work with AI

If you would rather not write the scope of work from scratch, click Generate using AI next to What they’ll do. Omnivoo drafts a scope of work from the Role you entered on the Details step and puts it straight into the field, replacing anything already there. You can edit the draft afterwards, and you should read it over before sending, since it goes into the contractor’s agreement.The button stays greyed out until you have entered a role. If drafting fails, you will see an error and can try again or write the scope yourself.Click Next once the amount and the scope of work are filled in.
3

Review

The final step summarizes the details you entered: email, role, country, how you’ll pay them, the amount, when payment is due, and what they’ll do.Below the summary is an Agreement preview section. Click View agreement to open the agreement in a window and read it in full. It is built from the contractor’s country plus the billing details, scope of work, and additional terms, and it reflects the details you have entered. This is the same work agreement the contractor reviews and signs later, from a task on their dashboard, so you can confirm it reads the way you want before sending. Close the window to return to the wizard.The preview needs a country to choose the right template. Until one is selected, View agreement stays greyed out and you will see a prompt to select the contractor’s country. You may also briefly see a message while the preview loads.When everything looks right, click Send invite. Omnivoo emails the contractor a link to get started.You also get an invite link you can copy and share yourself (for example, in a direct message). Use Copy invite link in the confirmation banner.Invites expire after 7 days. If a contractor does not start in time, send a new invite.

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What happens next

When the contractor opens the invite link, they receive a 6-digit verification code by email. After entering the code, they continue into onboarding, which is a four-step wizard: Terms of Service, Identity verification, Identity & tax details, and Documents, in that order. Signing the tax form, signing the work agreement, and adding a payout account are not part of that wizard. They appear as to-do tasks on the contractor’s own dashboard once their identity verification is approved. The work agreement is signed in order: the contractor signs first, from their dashboard task, then you countersign from your contractor agreements list (grouped under People in the app). For the full contractor-side flow, see Contractor onboarding.