Once a contractor is in 1099Policy, new assignments should be added directly to their profile page. For contractors syncing through a third party integration, this will happen automatically (based on their email address).

Adding Assignments for Repeat Contractors

1. Navigate to the Contractor's profile page in 1099Policy

2. Click '+Add Assignment' (located above to the 'Work History' section)

3. Select the Job Category type

   • Approved Job Category: Select this option if the job category, coverage type, and work state are unchanged.

   • Create a New Job Category for Approval: Select this option if any details of the assignment (job category, coverage type, or work state) have changed.

4. Enter Job Details

   • Client Entity: Ultimate client or campaign (e.g. Meta, Google, Adobe, etc)

   • Job Name: Assignment name or contractor’s job category (e.g., Spokesperson/Influencer).

   • Description: 2–3 sentence description of the work the contractor will perform.

   • Coverage Period: Assignment’s start and end dates. Note: Coverage cannot be applied retroactively; start date must be on or after the date created.

   • Wage: Contractor's fee for the assignment.

5. Enter the Purchase Order Contact info. This is the contact within your company who will create a Purchase order and should be copied on the invoice sent to your billing team. It is most often the person entering the information.

6. Click 'Create'

You’re all set! The new job assignment is now created and ready for processing.

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Contractor Experience

If the contractor’s core information (coverage type, work state, and job category) haven’t changed from a prior assignment, the contractor will not need to complete any steps (i.e. the opt-in form) in order to effectuate coverage. If a new assignment involves changes to the contractor’s core information, a new opt-in link will be generated for the contractor to complete.

For Contractor Pay assignments, 1099Policy notifies the contractor that the credit card on file will be charged within 24 hours. This notice also allows them to opt-out or update their payment method if needed. Coverage will be secured once payment is received.