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How to add and onboard a Payoneer WFM Shield contractor?

You can easily onboard a WFM Shield contractor through the Payoneer WFM platform by following a few simple steps.

Step 1:

a) Log in to the Payoneer WFM platform. Navigate to the ‘People’ section and click on the ‘Add New Hire’ button. An alternate way is to use the Quick Action and click ‘Add New Hire’

Add New Hire 1
Add New Hire 2

Step 2: Select the option that says ‘Add a contractor via Payoneer WFM’ 

Add a contractor via Payoneer WFM

Step 3: Select ‘Payoneer WFM Shield’ to proceed with adding an AOR contractor.

Payoneer WFM Shield

Step 4: Select the type of contract that you want to establish with the contractor.

  • 'Fixed Contract’ - The payment amount remains consistent for each payment cycle (weekly, bi-weekly, or monthly).
  • ‘Pay As you Go Contract’ - The final payout is dependent upon the number of hours/days worked for a given payment cycle.
  • ‘Milestone Contract’ - The payment is made as the defined milestone gets completed.
type of contract

Step 5:  Fill in basic identification details of the contractor

Fill in basic identification details

Step 6: Add the required contract details, including the notice period, scope of work, the designation and the details of approval and reporting manager.

Add notice period

Step 7: Enter the contractor’s work time details.

Enter the work time details

Step 8: Enter the contractor’s payment details 

Enter the payment details 

Step 9: Verify that all the details you have entered are correct.

Verify all details

Step-10: Provide final confirmation to send the contract to your contractor by checking the box and clicking on ‘Add Contractor’.

clicking on ‘Add Contractor’

The contract will then be sent to the contractor for signing, along with a sign-up email from Payoneer WFM, and you can track the onboarding progress from the ‘People’ section until signatures are complete.

onboarding

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