How to add a new contractor

Can I sign a contract with my contractor through Plane?

Updated over a week ago

To add a new contractor you need to log into your account and go to the Team tab under the People menu → Add a contractor. The whole process shouldn't take more than a couple of minutes.

Step 1: Basic information

You'll be asked to fill in basic information (name, birth date, start date, and job title) and set the compensation. Here you can read about how we calculate amounts sent to contractors based on their compensation.

By inviting the contractor to the app (default option) you won't have to enter the contractor’s payment information yourself and you will be able to use Plane's contract to speed up the onboarding.

Step 2: Compliance

You can choose to use Plane's locally compliant contract or attach the contract you already signed with your contractor to keep all information in one place.

If you choose to use Plane's locally compliant contract you need to select a country and then set the contract's start date and contractor's scope of work. You'll be the first to sign the contract—it will be visible to a contractor only once it's already signed by you. For more information, check this article on how to create a new contract for contractors.

Plane can also help you collect other compliance documents from contractors on your behalf (such as a W-8BEN or W-8BEN-E, W-9, etc.).

Step 3: Review

Before inviting a contractor you'll be able to see a summary of all the information you provided and double-check if everything is correct.

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