Component

Use Zeal’s pre-built frontend Contractor Onboarding Flow. Contractor Onboarding consists of 4 sections:

  1. Profile Information optional
  2. Collect Username and Password for Contractor Accounts optional
  3. Collect Paperwork (Federal W9 & Bank Authorization Form) required

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WEBHOOK

Zeal sends you a webhook with this contractor’s information (including contractorID) after the contractor onboarding is completed successfully.

Access Contractor Onboarding

Zeal offers both out-of-the-box web and mobile options for contractor onboarding, but this guide will focus on Zeal’s web contractor onboarding flow.

Access the contractor onboarding link through:

  1. Your Super Admin/Employer Dashboard
  1. Create Contractor Onboarding Link
curl --location --requests POST 'https://api.joinpuzzl.com/contractors/onboard'
 --header 'Content-Type: application/json'
 --header 'Authorization: Bearer <YOUR API KEY>'
 --data-raw '{
   "companyID": "1b5n28nrideucd24",
   "contractorID": "987654321"
 }’

Profile Information

Zeal collects basic profile information

Contractor Account Information

Zeal collects username and password in case you want contractors to be able to access contractor accounts

Paperwork

Zeal autofills the paperwork with all the information we have about this contractor, so paperwork-filling can be as frictionless as possible. We require contractors to fill out the Federal W9 and Bank Authorization so that Zeal has critical W9 information and which bank account to deposit pay into.


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