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ContractorOnboarding

Flows and blocks for onboarding contractors.

import { ContractorOnboarding } from '@gusto/embedded-react-sdk'

🚂 Workflows

ComponentDescription
OnboardingFlowGuided flow for admins to onboard a contractor to the company.
SelfOnboardingFlowGuided flow for contractors to complete their own onboarding.

🧩 Blocks

ComponentDescription
AddressForm for collecting and updating a contractor's mailing address. Renders a business or home address title based on the contractor type.
ContractorListLists a company's contractors with controls to add, edit, delete, cancel self-onboarding, and continue onboarding.
ContractorProfileForm for creating or editing a contractor profile, supporting both individual and business contractor types.
ContractorSubmitFinalizes contractor onboarding by updating the onboarding status, and in the self-onboarding flow can trigger an invitation to the contractor.
DocumentSignerContractor onboarding step for reading and signing required contractor documents.
DocumentsListLists a contractor's documents and lets the contractor open each one for signing.
LandingLanding page for the contractor self-onboarding flow. Displays a welcome message and the list of onboarding steps the contractor needs to complete.
NewHireReportCollects new hire reporting information for a contractor and persists it to the contractor record.
OnboardingSummaryConfirmation screen shown at the end of the contractor self-onboarding flow. Lets the contractor know their information has been submitted and emits contractor/selfOnboarding/done when they acknowledge it.
PaymentMethodManages a contractor's payment method, capturing a bank account for direct deposit or recording check as the payment method.
SignatureFormStandalone form for signing an individual contractor document (W-9).