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The Contractors page is a searchable, filterable directory of all contractor records in the organization. It is available at route /hr/contractors.

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Overview

The page fetches contractors from useContractorsList with optional status and classification filters. Results are further filtered client-side by a search term matching name, email, or specialty. Each contractor renders as a card showing last name, first name, email, status badge, classification, specialty, and hourly rate. Users with hr.contractor.manage see two action buttons: Activate via Wizard (navigates to /hr/contractors/new/wizard) and Quick Add (opens a dialog for a faster, single-step create without the full wizard flow).
Contractor directory

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Who it’s for

Requires permission hr.contractor.read.

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Before you start

  • No prerequisites for viewing. The list may be empty if no contractors have been added.
  • To activate a new contractor, you need hr.contractor.manage.

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Steps

1

Open the Contractors directory

Navigate to HR → Contractors or go directly to /hr/contractors.
2

Search and filter

Use the search box to find contractors by name, email, or specialty. Use the Status and Classification dropdowns to narrow results.
3

Open a contractor record

Click any contractor card to open the detail page at /hr/contractors/:id.
4

Activate a new contractor (if permitted)

Click Activate via Wizard to start the five-step onboarding wizard, or Quick Add for a faster single-step form.

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Key concepts

  • Status values — active, inactive, pending_onboarding, terminated. The status filter is applied server-side; the search filter is applied client-side.
  • Quick Add vs. Wizard — Quick Add creates only the contractor profile row. The wizard additionally creates a contract row and a classification attestation row.

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Detail view

The Contractor detail page shows a full profile and tabbed sections for a single contractor. It is available at route /hr/contractors/:id.

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Overview

The page reads the contractor record by :id via useContractorDetail. The header card shows name, status badge, classification label, specialty, email, phone, start/end dates, and W-9 on-file status. Users with hr.contractor.tax_id.read also see the Tax ID Type. Four tabs provide:
  • Contracts — SOW and contract records linked to this contractor (ContractorContractsTab).
  • Classification — Classification history and attestations; visible only to users with hr.contractor.classification.manage.
  • Time Entries — Logged hours; users with hr.contractor.time.approve can approve entries.
  • Credentials — Credential records linked to this contractor (ContractorCredentialsTab).
Status values: active, inactive, pending_onboarding, terminated.

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Who it’s for

Requires permission hr.contractor.read.

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Before you start

  • The contractor record must already exist (created via the wizard or Quick Add dialog on the Contractors list).
  • To manage classification or approve time, you need the corresponding additional permissions.

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Steps

1

Navigate to the contractor record

Go to HR → Contractors (/hr/contractors), then click a contractor card. Alternatively navigate directly to /hr/contractors/:id.
2

Review the profile summary

The header card shows identifying information. Tax ID Type is only visible if you hold hr.contractor.tax_id.read.
3

View contracts

The Contracts tab lists all SOW/contract records. Each contract shows title, type, dates, and status.
4

Manage classification (if permitted)

Users with hr.contractor.classification.manage see the Classification tab with attestation history.
5

Review or approve time entries

The Time Entries tab shows logged hours. Users with hr.contractor.time.approve have approval controls.
6

Review credentials

The Credentials tab lists linked credential records for this contractor.

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Key concepts

  • Tab state — Active tab is tracked in the URL via the tab query parameter (contracts, classification, time, credentials).
  • Classification visibility — The Classification tab only renders for users with hr.contractor.classification.manage.

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Permissions

Viewing the directory requires hr.contractor.read; additional capabilities are gated by the keys below. Tax identifiers are stored encrypted and only their type is exposed in the UI, behind a dedicated permission. Permission keys are assigned to roles in the role editor.

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/ContractorsListPage.tsx
  • src/cores/hr/hooks/contractors/useContractorsList.ts
  • src/cores/hr/pages/ContractorDetailPage.tsx
  • src/cores/hr/hooks/contractors/useContractorDetail.ts