Skip to main content

How to add and manage contractors in Salaris

Set up and maintain contractor records, including contact details, start dates, and legal addresses.

R
Written by Rielee Velasco
Updated over 3 weeks ago

To add a contractor in Salaris, go to the Contractors tab and click Add contractor. Fill out the required details and click Save to add them to your payroll list. Once saved, their profile will appear in your contractor list.

This article explains how to add, view, and manage contractor details in Salaris.


Add a Contractor

Go to Contractors in the left navigation then click Add contractor.

In the Add contractor to payroll window, enter the contractor’s details. Email and Phone number are optional.

📌 Notes:

  • If an Email is entered, the option Send onboarding invitation becomes available.

  • Checking this will send the contractor an email with their onboarding link, where they can enter the information required for payroll.

Check Send onboarding invitation if applicable.

Click Save to create the contractor record, or Cancel to discard changes.

Once saved, the contractor appears in the list under Contractors.


Understanding Contractor Profiles

Active vs. Inactive Contractors

Contractors are separated into active and inactive lists. Contractors typically move to the inactive list after they are terminated and have received all final pay statements. The transition is automatic, and timing may vary slightly depending on payroll activity.

Contractor Type and Setup

Salaris supports both individual and business contractors. Contractor profiles may include both a Company Name and a Contact Name, depending on how the contractor operates.

Unlike employees, contractors are created directly in Salaris and are not linked to SocialSchedules. There is no mapping or sync between platforms for contractor profiles.

📌 Other Key Differences Between Contractors and Employees

  • Contractors may use an EIN instead of an SSN.

  • Contractors receive 1099 forms instead of W-2s.

  • Contractors receive Pay Statements instead of Pay Stubs.

  • Contractors do not have access to the SocialSchedules mobile app.


Send a Secure Link to Update Contractor Information

Because contractors cannot log in to update their own information, payroll admins can send them a secure email link. This allows contractors to update details that impact payroll—such as contact information or tax-relevant fields.

On the contractor’s profile, click Send contractor a secure link to update their information (located next to the ellipsis icon at the top right).

This sends a secure email to the contractor so they can update their own details directly. The link is valid for 24 hours from the time it’s sent.


View Contractor Details

Once a contractor is added to Salaris, their full profile becomes accessible under the Contractors tab. Click on a contractor's name to view their detailed profile, which includes the following information:

Profile Field

Individual Contractor

Business Contractor

Type

Individual

Business

Contact name

Contractor's full name

Authorized representative name

Legal address

Personal registered address

Business registration address

Payment method

Direct deposit (or other method)

Direct deposit (or other method)

Workplaces

Assigned job site locations

Service locations

Tax ID

SSN

EIN (Employer Identification Number)

Start date

Contract commencement date

Contract commencement date

1099 e-consent

Yes / No

Yes / No


Edit Contractor Details

To edit the Legal Address, click Edit on the Legal Address row to open the Edit Legal Address window. Make your changes, then click Save.

To edit the Start Date, click Edit on the Start Date row, update the Contractor Start Date, then click Save.

To update other contractor details, click the menu and select Edit profile.

In the Contractor Details window, update the Legal Business Name, Contact First Name, Contact Last Name, Email, and Phone Number. Click Save to apply your changes.

📌 Note: Some attributes can only be added or edited by the contractor themselves. This includes sensitive fields like SSN/EIN and payment method.


Terminate a Contractor

Click the (vertical ellipsis) on the top right of the contractor’s profile and select Terminate contractor.

In the Terminate contractor window, enter the Termination date.

Click Terminate to complete the action.


Need help?

If you have questions or need assistance, please contact Salaris Payroll Support. We’re here to help.

Did this answer your question?