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Add contractors from Contractors → Add contractor. You fill in the contract and pay details; the contractor receives an email invitation and completes their own onboarding.

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The add-contractor flow

1

General information

The contractor’s legal name and email (used for the onboarding invitation), whether they contract as an Individual or a Business (business name required), their citizenship and tax location, and — for non-US contractors — whether to engage them through Bolto Contractor of Record.
2

Contract details

Contract name, role, seniority level, scope of work, start date, optional end date (leave blank for open-ended), and who they report to.
3

Pay configuration

The contract type, rate, and invoice schedule (see below).
4

Review and finish

Confirm the details and send the invitation. The review screen shows exactly which onboarding steps the contractor will complete.
You can also add an additional contract to an existing contractor from their profile.

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Contract types

Fixed rate and Timesheet contracts require an invoice schedule; Task-based contracts don’t. Rates are denominated in USD — international contractors receive their local currency via conversion at payout.
A contract’s type can’t be changed after creation — create a new contract instead. Rate, name, role, scope, and dates can all be edited.

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Invitations

  • The contractor receives an email invitation to create their account. Invitations expire after 7 days; Bolto sends one automatic reminder before expiry.
  • While an invite is pending you can resend it, copy the invite link, edit the invited contractor, or cancel the invitation.
  • Each email address can only have one active invitation or contractor record.

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The contractor’s onboarding

After accepting the invite and creating an account, contractors complete a setup based on where they are: US contractors:
  1. Personal information — legal name, date of birth, SSN (or business name and EIN for business contractors), and address. This is what Bolto uses to file their 1099-NEC.
  2. Bank details — direct deposit, linked instantly or entered manually
  3. Review and submit
International contractors:
  1. Personal information — legal name, contact details, and address
  2. Payment setup — link a bank account through the secure in-app payment widget
The Contractors list shows each person’s progress (statuses) — a contractor can’t be paid until their payment setup is complete, and Bolto flags anyone who would block a payment. Non-CoR contracts go live as soon as the contractor completes account setup. CoR contracts stay pending until Bolto reviews and approves the engagement.

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Managing contracts

From a contractor’s profile you can:
  • View and edit contract details
  • Add additional contracts
  • Terminate a contract — the contractor remains payable for work performed before their end date
  • Archive a contractor to hide them from default views
  • Upload supporting documents to their profile