Contractor Onboarding Overview

Contractor onboarding begins when you add a contractor to the RemoFirst platform and ends when all required client and contractor actions are complete. A contractor cannot receive payments through RemoFirst until their account becomes Active.

Add the contractor

Enter the contractor’s legal name, personal email address, country, work details, compensation, and payment frequency.

Review this information carefully, as it will be used throughout the agreement, onboarding, and payment processes.

Add the agreement

Choose one of the available options:

• Create and e-sign an agreement through RemoFirst.
• Upload an agreement that has already been signed by all relevant parties.

When an agreement is created through RemoFirst, the client signatory typically signs first. The contractor is then invited to review and sign the agreement.

Contractor account setup

The contractor receives an invitation at the email address entered during setup. They must create a password and complete their personal and address information.

If the contractor cannot find the invitation, ask them to check their spam or junk folder before requesting that the invitation be resent.

Contractor checklist

Depending on the applicable setup, the contractor must complete the required checklist items, which includes:

• Signing the contractor agreement.
• Completing identity verification.
• Completing the applicable tax form.
• Setting up a withdrawal method.

The contractor should ensure that their legal name is entered consistently across their identity documents, tax information, and withdrawal method. The name of the bank account holder should match the contractor’s identity information. Mismatched details may delay verification or payments.

Activation

The contractor becomes Active only after every required onboarding item has been completed.

Accepting the invitation, signing the agreement, or completing identity verification alone does not mean that the full onboarding process is complete.

Monitor progress

Open the contractor’s profile from the Team area to review their current status and any outstanding requirements from the Onboarding checklist tab.

If the contractor’s onboarding progress stops, identify the incomplete step and ask them to return to their checklist to complete it.

Need assistance?

Chat with us or use the support option in the RemoFirst Help Center and select Contractor Success.

Include the company name, contractor name, country, and a clear explanation of the assistance you need.