Assignment setup
Capture assignment dates, location, work pattern, reporting line, and client contact before the start date.
Use this form when a contract placement is moving from selection to assignment setup and recruiters need the commercial and operational details in one record.
When to use it
This form helps agencies avoid starting a contractor with missing pay, schedule, compliance, or client-site details. It is not a replacement for legal review, but it keeps the recruiter workflow organized.
Capture assignment dates, location, work pattern, reporting line, and client contact before the start date.
Record rate, overtime rules, invoice cadence, timesheet method, and expense approval path.
List documents, identity checks, certifications, equipment, or site rules needed before work begins.
Form fields
The form should clarify practical assignment terms and route sensitive contractual questions to the right reviewer.
Collect the information needed to set up the contractor cleanly.
Contractor legal name, contact details, business entity information, tax or work eligibility status where required.
Client name, role title, reporting manager, assignment location, start date, end date, and renewal option.
Working hours, remote or onsite pattern, equipment expectations, site access, and onboarding contact.
Required documents such as insurance, licences, certifications, identity checks, or signed policies.
Make the pay, billing, and approval process visible before the placement starts.
Pay rate, bill rate, overtime treatment, expenses, payment cadence, and currency.
Timesheet submission method, approval owner, invoice contact, and dispute process.
Termination notice, absence reporting, confidentiality acknowledgement, and client-specific rules.
Recruiter notes for legal, finance, or operations review before the agreement is issued.
Recruiter workflow
Use the form as a placement setup checklist before issuing agreement documents or confirming a contractor start.
Match contractor details against the client requirement before agreement data is finalized.
Attach agreed assignment terms to the placement so operations, finance, and recruiters share the same view.
Prepare shift, timesheet, and approval details before the contractor’s first working period.
Common mistakes
Contractor setup becomes messy when recruiters treat the agreement as a document only and skip the operational handoff behind it.
A contractor cannot be paid smoothly if timesheet and invoice approvers are unclear.
Access badges, safety requirements, equipment, and confidentiality rules can delay first-day readiness.
Keep contractor-facing pay terms separate from client billing notes where access controls are needed.
ATZ CRM workflow
ATZ CRM supports contract placement workflows by connecting job terms, candidate records, placement status, and timesheet-related activity.
FAQ
Quick answers for using the contractor agreement form in a live recruiting process.
No. The form organizes assignment information for recruiters and operations, while the final contract should follow the agency’s approved legal process.
Assignment dates, working pattern, pay basis, site rules, required documents, timesheet process, and approval ownership should be clear before the contractor begins.
Yes. It is designed for temporary, contract, shift-based, and project assignments where operational details matter as much as candidate fit.