> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Contractor Onboarding Wizard

> Five-step wizard to activate a contractor: classification, profile, credentials, contract/SOW, and review.

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`.

## 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.

## Who it's for

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

## 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`.

## Steps

<Steps>
  <Step title="Open the wizard">
    From the Contractors list at `/hr/contractors`, click **Activate via Wizard**. You will land on the five-step wizard.
  </Step>

  <Step title="Step 1 — Classification">
    Select the worker classification. Acknowledge the classification attestation. Optionally enter a rationale. This creates an immutable attestation record on completion.
  </Step>

  <Step title="Step 2 — Profile">
    Enter the contractor's first name, last name, email, phone, department, specialty, start date, and optional end date.
  </Step>

  <Step title="Step 3 — Credentials and Clearances">
    Review and acknowledge the credential expectations for this contractor. Optionally add credential notes.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

## Related

<Columns cols={2}>
  <Card title="Human Resources" icon="users" href="/hr/overview">
    Human Resources core overview.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index" />
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/hr.tsx
  * src/cores/hr/pages/ContractorOnboardingWizardPage.tsx
  * src/cores/hr/types/contractor-wizard.ts
</Accordion>