This article discusses adding document requirements that contractors must complete when establishing their accounts using the Engagement functionality.

The Engagement functionality allows you to add documents as requirements for contractors to complete before they can complete their setup. These requirements can require signatures, initials, and other fields such as text, checkboxes, or dropdowns. Once an engagement is established, it can be assigned to one or more contractors.

Engagements can be created before and assigned upon adding contractors or can be assigned after a contractor has been added.

How to Create an Engagement

Step 1. Log in to the Global Work Platform™

If you have difficulty logging into the Global Work Platform™, please reference the "I'm having login issues" article.

Step 2. Open the Contractor Management App from Talent > Contractors

Step 3. Click + Add Engagement in the top right.

Step 4. Give the Engagement a Name and Description

Each engagement will contain different requirements. You can add multiple contractors to one engagement or add multiple engagements to contractors. This means you can set up engagements by document requirements, or you can set them up for each individual. For example, you might have an engagement that includes styling or brand guidelines that you want all contractors to agree to. Alternatively, you might create one engagement for a particular type of contractor with multiple different requirements.

Step 5. Click Add Engagement

By default, all engagements will require a payout method and tax form requirement.

Step 6. Click Add Requirement

Step 7. Click Upload document

If you have already added a document as part of another engagement, you can search for the existing document to add it to this engagement.

Step 8. Select a PDF to upload, then click Continue

Documents must be formatted as PDFs in order to be added as a requirement.

Step 9. Choose who is required to sign, then slick Edit document.

You can choose between requiring the contractor to sign the document or both the contractor and the company to sign.

Step 10. Drag and drop the Signature, Standard, or Auto-filled fields into the desired location on the document.

Once you drag a field onto the document, you can define formatting options, such as date format, font, and font size. You can also add a name to the field. Complete this step for each field you wish to add.

If you selected to have both the company and contractor sign, you can use the dropdown at the top of the field to define who is required to sign. Payee is the contractor; payer is the company. Please note if you do select both, there must be a signature field for the payer and payee before you are able to continue.

Step 11. Click Save template

You can continue adding more requirements by completing steps 5 to 9. Once you are finished, close the engagement by clicking the x in the top right.

How to Assign an Engagement to a contractor

If an engagement has been created before adding a contractor, an engagement dropdown will appear in the "Add Contractor" popup. You can also select an engagement when bulk-uploading contractors. The steps below are for assigning an engagement to an existing contractor.

Step 1. Navigate to the Contractor Management screen and click on the Contractors tab.

If you already have added a contractor, you can click on Talent, then Contractors, select a contractor, and click Manage Contractors. If you have not, you can click Hire Contractors, then close the popup that says Add contractor.

Step 2. Click on the Contractor that you wish to assign an engagement to

Click on the name of the contractor, and a profile page dedicated to that contractor will open up. Here you will see the contractor information.

Step 3. Click the three vertical dots in the top right corner and select + Add to Engagement

Step 4. Select the Engagement from the dropdown

Step 5. Click Add to Engagement

Once a contractor has an engagement assigned to them, you will see the engagement listed under the Engagements section. The requirements within that engagement will also be added to the Engagement requirements section.