Contractor Onboarding template

A contractor onboarding form that collects everything accounts payable and IT need in one pass: legal name, invoicing email, billing address, work area, internal contact, start date, invoicing route, a required upload of the signed contract and tax form, and four terms confirmed individually. Contractors invoicing as individuals skip the company-details question.

Use this template Start free — no card

12 questions · works on the free plan (500 responses/month) · fully customizable

1 built-in logic rule
File upload question

What’s inside

The questions this template ships with — rename, reorder, or delete any of them in the builder.

01Full legal nameShort text

02Email for accounts and invoicesEmail

03Billing addressAddress

04What will you be working on?Dropdown

05Who is your point of contact here?Short text

06Start dateDate

07How will you invoice us?Multiple choice

08Company name and registration numberShort text

09Upload your signed contract and tax formFile upload

10Please confirm each of the followingCheckboxes

When to use this template

An agency onboarding freelancers every month and tired of chasing signed contracts and tax forms by email
A finance team that needs billing address and registration number correct before the first invoice, not during the first payment run
An operations lead provisioning accounts, where the work-area dropdown decides which tools get issued
A company using a mix of sole traders, personal companies, and umbrella arrangements, each needing different paperwork

Tips to get more from it

The invoicing-route question drives the one logic rule: individuals and sole traders skip the company-name-and-registration-number field, so nobody types 'N/A' into a legal field.
The document upload is required and takes up to three files, which fits a signed contract plus a tax form plus a certificate of insurance. Requiring it at onboarding is the entire point — chasing it later never goes well.
The four confirmations are a required multi-select, so each term is acknowledged separately rather than as one blanket tick. Rewrite them to match your actual contract terms before publishing.
The invoicing confirmation names the 5th of the following month. Change it to your real payment run date, or you've just documented a deadline you don't keep.

Questions people ask

What should a contractor onboarding form collect?

Legal name, invoicing email, billing address, tax or company registration details, start date, internal contact, and signed paperwork. This template gathers all of it and branches on how the contractor invoices.

Where do the uploaded contracts and tax forms go?

They attach to the response and are visible only to the form owner. Contractors can't see each other's submissions, and nothing is publicly accessible.

Can I add my own onboarding terms?

Yes — the confirmations are an editable option list. Add or rewrite lines to mirror your contract, and each stays individually acknowledged in the response.