Open a contractor's profile
Go to People from the sidebar.
Find the contractor and click their name to open their profile.
The Details tab has four sections: Basic details (name, email, contractor type, tax ID, and address), Contract details (job title and start date), Compensation (their compensation, pay schedule, and payment method), and Tax documents (1099-NEC electronic consent). Each row has its own Edit link. A row with a lock icon can't be edited. The Tax Documents tab next to Details shows the contractor's 1099 tax documents.
Note: Use the Previous and Next arrows on either side of the position indicator (for example, "3 of 12") at the top of the profile to move between people without going back to the list.
Note: The page header also has Terminate. It has Convert to employee too, which shows for contractors who aren't set up as a business and don't already have an employee record. See Terminate an employee or contractor and Convert a contractor to an employee.
Edit a contractor's profile details
In the Basic details section, click Edit next to the row you want to change, such as Legal name, Email, Address, or Contractor Type.
Change the fields, then click Save Changes.
Review the changes, then click Yes, Save Changes.
Note: Contractor Type is Individual or Business. An individual has a Date of Birth and an SSN / ITIN. A business has a Business Name and an Employer Identification Number (FEIN) instead.
Note: If the contractor has already signed in to Freedom, their email shows a lock icon instead of Edit. They manage it in their own account settings.
See what's blocking a contractor from being paid
When a contractor still has setup to finish, a banner appears above the tabs, so you see it on every tab. Its title tells you how urgent it is:
"[Name] can't be included in any payroll yet" means blocking items must be finished before a payroll can include the contractor.
"Finish setting up [Name]" means the remaining items won't keep the contractor off payroll but may delay payment. Fix them as soon as you can.
The banner lists each item, such as "Social Security number not provided", "Payment method not selected", or "Mailing address not provided". It groups them by who can fix them:
You can fix: click an item to open its field and edit it.
Only [Name] can fix: items the contractor has to enter, such as their bank account. Click Send setup link to email them a link. The window that opens also shows the link with a Copy button, so you can send it yourself. The link is valid for 24 hours.
Being verified: the contractor's Social Security number or bank account, shown as "Social Security number not verified" or "Bank account not verified". No action needed. The line clears once verification finishes.
Note: When no items are outstanding, no banner shows. See Finish a worker's onboarding for more.
Edit contract details
In the Contract details section, click Edit next to Job title or Start date.
Update the value, then click Save Changes.
Review the changes, then click Yes, Save Changes.
Note: A Termination date row appears once a date is set. To set a date, click Terminate in the page header. If a date is already set, the button reads Change termination date. See Terminate an employee or contractor.
Set the contractor's payment method
The payment method sets how the contractor is paid: by direct deposit, or off-platform, where you pay them yourself outside Freedom. See Pay a worker off-platform.
In the Compensation section, click Edit next to Payment Method Preference.
Choose Direct Deposit or Off-platform.
Click Save Changes, then Yes, Save Changes.
Record 1099-NEC electronic consent
If a contractor has agreed to receive their 1099-NEC electronically instead of on paper, record it on their profile.
In the Tax documents section, click Edit next to 1099-NEC.
Check Provided 1099-NEC Electronic Consent.
Click Save Changes, then Yes, Save Changes.
Set up or change compensation
In the Compensation section, find the Compensation row and click Add compensation, or Edit if a rate is already set.
Choose a Compensation type of Fixed amount (paid each pay period) or Hourly (paid per hour), then enter the Amount (or Hourly rate).
Click Save Changes.
Note: A fixed amount is paid each pay period, because pay frequency follows the contractor's pay schedule. An hourly rate is paid per hour, and the hours vary by payroll. A contractor with a fixed amount and a pay schedule is included in that schedule's regular payrolls once they have a start date.
If you save a Fixed amount for a contractor who has no pay schedule, Freedom offers to assign your default pay schedule. Click Assign to accept, or Not now to skip it.
Stop a contractor's compensation
In the Compensation section, click Edit on the Compensation row.
Click Deactivate pay.
Note: This removes the saved compensation for this contractor. You can add compensation again at any time.
Assign or change the pay schedule
In the Compensation section, click Edit next to Pay schedule.
Pick a schedule under Pay schedule, then click Save Changes and Yes, Save Changes.
Note: Changing a pay schedule doesn't convert the contractor's pay amounts to the new schedule. Review and re-enter the correct amounts for the new schedule, especially when its pay frequency differs from the old one.
If the contractor has been terminated, or your company has no pay schedules yet, Pay schedule shows a lock icon instead of Edit.
View 1099 tax documents
Open the contractor's profile.
Click the Tax Documents tab to see the contractor's 1099 tax documents, such as their 1099-NEC.
Open a contractor's matching 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.