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Contractor Offer Wizard ​

Five-step wizard for creating a new contractor engagement offer. Structurally parallel to the employee wizard but with contractor-specific fields for pay rate, time unit, and agreement period.

Route ​

/organisations/:organisationId/create-eorinstance/contractor

Progress Line Steps ​

The step labels in the progress line are: Contractor, Location, Role, Schedule, Rate.

Steps ​

Step 1: Contractor (Contractor Details) ​

Collects the contractor's personal information using the shared CandidateDetails component. Includes an AddTeamForm component for optionally assigning the contractor to a team at creation time. Team form fields:

  • Team Name (required)
  • Manager Name (required; combobox of available managers)

Step 2: Location (Job Location) ​

Contractor-specific JobLocation component. Country and region selection. On completion, fetches job constraints for the selected country/region and sets the default currency.

Step 3: Role (Job Description) ​

Contractor-specific JobDetailsForm component. Fields:

  • Job Title (required; max 50 characters; combobox with custom value allowed; populated from fetchedJobDescriptions)
  • Role Description (Markdown editor; required; minimum 3 characters)
    • Option to write a custom description or select a preset description (stepper to cycle through available presets)
    • Preset descriptions are loaded from fetchedJobDescriptions matching the selected title

Step 4: Schedule (Work Schedule) ​

Contractor-specific WorkSchedule component. Working hours, days per week, and schedule type configuration. The schedule type (e.g. On Demand) affects available time units in the next step.

Step 5: Start Date, Pay Rate & Agreement Period ​

StartDateAndSalaryForm component. Fields:

  • Start Date (required; date picker; minimum date calculated from estimatedPrepTimeInBusinessDays plus bank holidays)
  • Contract Length -- when showOpenEndedOptionForContractors is enabled and the country allows open-ended contracts:
    • Fixed Term (radio option)
    • Open Ended (radio option; disabled when allowOpenEnded is false)
  • End Date / Agreement Period -- for fixed-term contracts, a radio group:
    • Set End Date -- date picker with minimum end date derived from minimumContractorAgreementPeriod months after start date; maximum limited by maxFixedPeriodMonths
    • Agreement Period -- number field for months (min: minimumContractorAgreementPeriod; max: maximumContractorAgreementPeriod or 36)
  • Billing Entity (required; select dropdown; "Add Billing Entity" option navigates to entity creation)
  • Time Unit (required; Hourly, Daily, or Monthly; Monthly is excluded for On Demand schedule type)
  • Currency (required; combobox; always includes the engagement country's currency, the organisation country's currency, EUR, USD, GBP; billing entity currency added when selected)
  • Pay Rate (required when pricing is enabled; validated against country minimum rates per time unit, adjusted by exchange rate):
    • Hourly: minimum is minimumHourlyPayRate * exchangeRate
    • Daily: minimum is minimumDailyPayRate * exchangeRate
    • Monthly: minimum is minimumMonthlyPayRate * exchangeRate
    • Maximum: 1,000,000,000
    • Monthly pay rate uses integer input; hourly/daily use decimal input
  • Remaining Holiday (required when pricing is disabled; integer 0-30)
  • Enable Pricing checkbox (shown when allowDisablePricing is true)

Differences from Employee Wizard ​

  • Uses pay rate with time unit (Hourly/Daily/Monthly) instead of annual salary.
  • Agreement period can be specified as months or an explicit end date.
  • Open-ended contract option is available (conditional on feature flag and country).
  • Minimum pay rates are validated per time unit with exchange rate adjustment.
  • INR currency is excluded for India engagements under certain tenants (ecolab).

Submission Process ​

Same eight-step process as the employee wizard, with the following differences:

  • Job constraints are fetched via getContractorJobConstraintsByCountryAndOrganisationId (contractor-specific endpoint).
  • Regional standards use submitContractorRegionalStandards with the minimum initial period calculated from getMinimumInitialPeriod.
  • Pricing uses submitContractorPricingRequest and submitContractorPriceCondition.
  • Regional holidays are submitted with a holiday count of 0 and a contractor flag.
  • On success, redirects to /organisations/:organisationId/contractor-quote/:eorId (not contract-quote).

Wizard State Persistence ​

Same as the employee wizard: state persisted to local storage, cleared on successful submission.

Behavior notes ​

  • Currency exchange rate is fetched via getExchangeRate when the selected currency differs from the engagement country's currency.
  • Start date validation accounts for business days and bank holidays.
  • The "Get Quote" button is disabled until all required fields are valid.