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Inviting a Contractor

You invite a contractor from People > Add People > Contractor. The invite sets up who the contractor is, how they bill you, and the work agreement they will sign. This guide walks through each step.

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.

Fill in the invite

The invite form has the following fields. Email, country, and the amount for the chosen billing mode are required.

FieldRequiredNotes
Email AddressYesWhere the invite is sent.
Full NameNoThe contractor's name, if you know it.
Contractor's countryYesSets the contractor's payout country and the agreement's jurisdiction. The contractor cannot change it during onboarding.
Billing ModeYesChoose Hourly, Fixed monthly, or One-off fixed.
Hourly Rate / Recurring Amount / Fixed AmountYesThe rate or amount for the billing mode you picked. For Fixed monthly you can also set a recurring day of the month (1–28).
Payment TermsNoNet 15, Net 30, Due on receipt, or no specific terms.
Scope of workNoDescribe the services the contractor will provide.
Additional termsNoAny extra clauses to include in the agreement.

The billing mode you choose decides which amount field appears:

  • Hourly — the contractor bills by submitting hours against the hourly rate.
  • Fixed monthly — a recurring amount each month, with an optional recurring day of the month.
  • One-off fixed — a single fixed amount.

Preview the agreement as you type

Once you select the contractor's country, a live Agreement preview appears below the form and updates as you fill in the billing details, scope of work, and additional terms. This is the same work agreement the contractor reviews and signs during onboarding, so you can confirm it reads the way you want before sending the invite.

The preview needs a country to choose the right template. Until you pick one, you will see a prompt to select the contractor's country.

Send the invite

When the required fields are filled, 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 link in the confirmation banner.

Invites expire after 7 days. If a contractor does not start in time, send a new invite.

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: accepting the Contractor Terms of Service, verifying their identity, signing the work agreement, completing a tax form, and setting up a payout account.

The work agreement is signed in order: the contractor signs first during onboarding, then you countersign from the Contractor agreements page.

For the full contractor-side flow, see Contractor onboarding.