Managing a Contractor Engagement (Employer)
When you open a contractor from your People list, you land on one of two views: the contractor hub (all of one worker's engagements) or a single engagement view. This article covers both.
The contractor hub
The hub is the worker-level view. Its header shows the contractor's name, a violet Contractor pill, their email, and their country.
Latest active engagement
A prominent call-out card shows the contractor's most recent active engagement: its title, a status badge, the Billing mode, Rate, Payment terms, and Started date, plus a View engagement button. If the contractor has no active engagement, the card reads "No active engagement."
All engagements
Below the call-out, an All engagements (n) table lists every engagement for this contractor, with Title, Status, Billing mode, Rate, Currency, Started, and Ended. Click a row to open that engagement's detail. When there are none, it reads "No engagements yet."
The engagement view
Opening a single engagement shows the contractor's name, the engagement status, and the Contractor pill, over a set of cards.
Account status
Tracks whether the contractor is ready to be paid:
| Row | What it shows |
|---|---|
| Onboarding | "Completed" with a date, or "Incomplete". |
| Tax form | The form type (W-9, W-8BEN, or W-8BEN-E) and its status (draft, sent for signing, signed, completed, or rejected), or "Not started". |
| Payout account | Not started, Pending, Active, Restricted, or Disabled. |
| Payout readiness | Shown for wallet-rail contractors only: Ready, Action needed, or Pending verification, with a note when an identity check is nearing expiry. Hidden for legacy-rail contractors. |
| Engagement status | Active, Offboarding, or Former -- shown only when a lifecycle state is set. |
| Verification | The compliance screening result: Pending, Verified, Flagged, or Blocked. |
Engagement terms
Shows the Billing mode (Hourly, Monthly retainer, or Fixed one-off), Rate, Payment terms, Start date, and Status. When Omnivoo reports them, it also shows the Next platform fee date and the Platform fee rate (as "$X / month", with "(custom)" when a per-company rate applies).
Two buttons sit on this card, Edit engagement and Renew engagement. They're hidden once the engagement is completed or cancelled.
Both open the same form:
| Field | Notes |
|---|---|
| Billing mode | Hourly, Fixed monthly, or One-off. |
| Hourly rate / Monthly amount | Shown for hourly and fixed-monthly modes. Must be a number, 0 or more. |
| Currency | A three-letter code (entered in uppercase, up to 3 characters). |
| Payment terms | Unchanged, Net 15, Net 30, or Due on receipt. |
| Billing frequency | Unchanged, Weekly, Biweekly, Semimonthly, or Monthly. |
The difference is what happens on save:
- Edit engagement quietly updates the terms.
- Renew engagement updates the terms and re-issues the two-party work agreement, so both you and the contractor sign the new terms. The form warns you of this before you save.
Agreements
A single Agreements card shows the current step for this engagement's work agreement and always the list of agreements on file. The step you see is one of:
| What you see | What it means |
|---|---|
| Generate work agreement | No agreement exists yet, or the last one was declined. The contractor signs first, then it returns to you. |
| Waiting for the contractor to sign | The agreement is out for signing and the contractor hasn't signed yet. |
| It's your turn to sign (with Review & sign) | The contractor has signed. Countersign to finish. |
| Signed -- finalizing your agreement | Both parties have signed. The card checks automatically every few seconds (for up to about half a minute) and flips to fully signed on its own. |
| Signed by both parties | The agreement is fully signed. |
Each agreement in the list shows a status badge (Draft, Awaiting signatures, Partially signed, Fully signed, or Declined) and, once a signed copy exists, a View button that opens the PDF in a new tab. If the signed copy isn't ready, you'll see "Signed copy is not available yet." The active agreement is the first one that hasn't been declined, and you can always generate a fresh one over declined history. For the signing flow, see Contractor Work Agreements.
Term history
An audit trail of the engagement's term changes, newest first. Each entry shows a change-type badge (Created, Edited, or Renewed), an "Effective" date, and one row per field that changed, as "old → new", across billing mode, rate, currency, payment terms, and billing frequency. When a reason was recorded, it's shown in quotes. With no history yet, it reads "No changes yet."
Invoices
Each invoice for the engagement, with its amount, a status badge (draft, pending, processing, paid, failed, or cancelled), its period label, a "Submitted" date, and a per-row Download button. When there are none, it reads "No invoices yet."
Payouts
A read-only list of payouts, each with its amount, a status badge (pending, processing, paid, failed, or reversed), a transfer id, and a "Paid" date. When there are none, it reads "No payouts yet."