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Documentation Index

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The Contractor Onboarding Wizard walks an authorized user through five steps to activate a new contractor record. It is available at route /hr/contractors/new/wizard.

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Overview

This page mounts the ModuleWizardRenderer with the contractor onboarding template (CONTRACTOR_ONBOARDING_WIZARD_TEMPLATE_ID). On completion the page creates three records atomically: the contractor profile row (hr_contractors), a contract row (hr_contractor_contracts), and an immutable classification attestation row (hr_contractor_classification_tests). Draft state is persisted between sessions. On successful submission, the user is redirected to the new contractor’s detail page. The alternate “Quick Add” dialog on the Contractors list page creates only the contractor profile row without wizard steps; the full wizard is the recommended path for compliance-sensitive activations.

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Who it’s for

Requires permission HR_PERMISSIONS.CONTRACTOR_MANAGE (hr.contractor.manage).

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Before you start

  • Confirm the contractor’s legal name, email, and start date.
  • Know the classification (independent contractor, agency, PRN, locum tenens) before starting.
  • Have contract title, contract type, and start date for the SOW/contract step.
  • If the contractor is agency-sourced, ensure the staffing agency record exists in /hr/contractors/agencies.

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Steps

1

Open the wizard

From the Contractors list at /hr/contractors, click Activate via Wizard. You will land on the five-step wizard.
2

Step 1 — Classification

Select the worker classification. Acknowledge the classification attestation. Optionally enter a rationale. This creates an immutable attestation record on completion.
3

Step 2 — Profile

Enter the contractor’s first name, last name, email, phone, department, specialty, start date, and optional end date.
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Step 3 — Credentials and Clearances

Review and acknowledge the credential expectations for this contractor. Optionally add credential notes.
5

Step 4 — Contract / SOW

Enter contract title, contract type, rate type, rate amount, contract start date, optional end date and signed date, and auto-renew preference.
6

Step 5 — Review and Activate

Review all entered information. Click Activate Contractor to submit. All three records are created. You are redirected to the contractor detail page.

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Key concepts

  • Classification attestation — An immutable row inserted into hr_contractor_classification_tests recording who performed the classification and the rationale. This record cannot be edited after creation.
  • Draft persistence — The wizard saves progress automatically. Returning to /hr/contractors/new/wizard resumes the draft if one exists.

Human Resources

Human Resources core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/hr.tsx
  • src/cores/hr/pages/ContractorOnboardingWizardPage.tsx
  • src/cores/hr/types/contractor-wizard.ts