Skip to main content

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.

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

​
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).

​
Who it’s for

Requires permission hr.contractor.read.

​
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.

​
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.

​
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.

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