To invite a single contractor, open the Team section and select Invite. You have two options here: invite a contractor without a contract, or invite them with a contract from the start.
If you’re not ready to offer a contract yet, choose Invite only. The contractor will then receive an invitation along with instructions for signing up.
Please note: before you invite a contractor, review the list of countries and the fees for each payment method. If your contractor’s country isn’t on the list, they won’t be able to receive payments from you in Contractor Management. |
The invitation is on its way to the contractor. You can track its status in the Team section.
If you’d like to offer the contractor a contract to sign, enter their email and then select Create contract. At this step, choose Use Mellow agreement or Use my own agreement.
If you chose Use Mellow agreement:
Fill in the contractor’s first name and last name, country of residence, their role on your project, and the contract start and end dates. Add a description of the work, as shown in the screenshot above.
You can use AI here: it will generate a description from the contractor’s position title, and you can edit the wording by hand if you’d like.
If you chose Use my own agreement:
You can upload any documents – an NDA, for example – and make them mandatory for the contractor to accept. The file must be a PDF.
To continue, select Continue to payment.
At the second step, fill in the payment details:
Choose Fixed rate or Milestone.
If you chose Fixed rate, fill in:
Payment amount
Payment currency
First payment date
Payment frequency (the available values are bi-weekly, monthly, semi-monthly, and weekly).
You can also turn on Pay ahead of the weekend if the payment due is on a weekend, pay on Friday.
If you chose Milestone, fill in:
Payment amount
Payment currency
Milestone name
Payment date.
To add another stage, select Add milestone; to remove one, select the trash icon, as shown in the screenshot.
To continue, select Review contract.
Carefully check every detail before sending the invitation to the contractor.
Select View documents to open or download the contract text (the contractor agreement) and the work description (the statement of work) for your future contractor. To edit any section, select the pencil icon.
If you spot an error, go back to the earlier steps and correct it. If everything looks right, select Sign & invite. Sign the contract on your end – draw your signature in the empty field with your mouse or trackpad – and send it to the contractor.
The invitation status will then appear in your account, in the Team section.
After registration, while the contractor is filling out their profile and until the contract is signed, their status will be Onboarding. Once it’s signed, the status changes to Active.
Note! The email you entered will become the contractor’s login for the service.
For a contractor with Invited status, the following actions are available:
View – open general information about the contractor, including Position, Work period, Payment type, and Payment amount
Update – change Position and Scope of work
Archive – the contract can no longer be edited
View status – see which actions the contractor still needs to complete.
Bulk import
You can also invite contractors in bulk. To do this, in the Team section, choose Import.
Download the import file as shown in the screenshot, fill it in, upload it, and then select Import contractors.
How to fill in the import file for a bulk invitation:
Enter the data into the .xls file, using the downloadable template as your reference.
Only the Personal email column is required – the rest can be left empty.
First name, Last name – the contractor’s first and last name.
Country of residence – country.
Position – job title.
Scope of work – a short description of the work.
Start date, End date – the contract start and end dates.
Payment amount, Payment currency, Payment frequency, First payment date, Pay ahead of the weekend – the payment details.
Choose the file you’ve prepared and select Import contractors.
Important! Wait for the upload to finish. Don’t select the button again until the file has finished uploading.
New entries will then appear in the contractor table, showing the data of the invited contractors and their statuses.
If you have questions or need help, write to us at [email protected].