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View and manage a contractor

Open a contractor's profile to view and update their profile, employment details, compensation, pay schedule, and 1099 tax documents.

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Written by Jose Key

Open a contractor's profile

  1. Go to People from the sidebar.

  2. Find the contractor and click their row to open their profile.

  3. The Details tab shows four cards: Profile (contact info, address, and Social Security number or FEIN), Employment (job title, dates, workplaces, and pay schedule), Onboarding (setup progress), and Compensation (regular pay).

Note: Use the Previous and Next buttons near the top of the profile to move between people without going back to the list.

Edit a contractor's profile details

  1. Open the contractor's profile and click Edit on the Profile card.

  2. Update their name, email, date of birth, address, or business name.

  3. Set the contractor type to Individual or Business. An individual enters a Social Security number; a business enters an Employer Identification Number (FEIN) and a business name.

  4. Click Save changes, then confirm the changes in the dialog that appears.

Note: If the contractor has already signed in to Freedom, their email is managed from their own account and can't be changed here.

See what's blocking a contractor from being paid

On the contractor's profile, the Onboarding card lists anything still outstanding, in two groups:

  • Blocking items — a payroll can't include the contractor until these are done, such as a missing Social Security number, no payment method selected, or no home address.

  • Needs attention — these won't keep the contractor off payroll, but may delay payment, so fix them as soon as you can.

Note: When nothing is outstanding, the card shows "All onboarding steps are complete."

Edit employment info

  1. Open the contractor's profile and click Edit on the Employment card.

  2. Update the job title, start date, payment method (Direct deposit or Manual check), 1099-NEC electronic consent, or assigned workplaces.

  3. Click Save changes, then confirm in the dialog.

Set up or change compensation

  1. On the contractor's profile, go to the Compensation card and click Add compensation — or Edit if a rate is already set.

  2. Choose a compensation type of Regular or Hourly, then enter the amount (or hourly rate).

  3. Optionally pick a workplace for the payment, then click Save changes.

Note: The compensation you set saves a default pay amount for this contractor. Choosing a workplace is optional.

Stop a contractor's regular pay

  1. On the contractor's profile, click Edit on the Compensation card.

  2. Click Deactivate pay.

Note: This removes the saved regular pay for this contractor. You can add compensation again at any time.

Assign or change the pay schedule

  1. Open the contractor's profile and click Edit on the Employment card.

  2. Pick a schedule under Pay schedule, then click Save changes and confirm.

Note: Changing a pay schedule does not move the contractor's pay amounts. Review and re-enter the correct amounts for the new schedule, especially when its pay frequency differs from the old one.

View 1099 tax documents

  1. Open the contractor's profile.

  2. Click the Tax Documents tab to view and download the contractor's 1099 tax documents, such as their 1099-NEC.

Jump to their employee record

If the same person is also an employee at your company, a banner on the contractor's profile reads "This person also has an employee record at this company." Click View employee record to open it.

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