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Freelancer & Contractor Onboarding Form

A freelancer onboarding template for agencies — collect a contractor’s rates, availability, contact and company details and documents in one place.

Description

Good freelancers are worth keeping close — but only if you can brief and pay them without friction. This freelancer and contractor onboarding template captures everything you need to add someone to your talent pool and start sending work their way.

It collects their name, discipline and specialty, day rate and typical availability, and a portfolio link, then the practical details: contact information, address, whether they’re self-employed or a company, VAT number, and an uploaded CV or portfolio. A final confirmation keeps their details on record and ready.

Built for agencies, studios and production teams that rely on a bench of trusted freelancers. Use it to onboard contractors consistently, keep rates and availability in one place, and get people set up before the first brief lands. Customize the disciplines, add your branding, and embed it or share a link in minutes.

Form fields

Everything the Freelancer & Contractor Onboarding Form above collects — 13 fields across 2 pages, so you can see exactly what it captures before you make it your own.

Join Our Talent Pool

  • Full name

    Name Icon
    Name
  • Your discipline

    Dropdown Icon
    Dropdown
  • Briefly, what do you do and specialize in?

    Long Answer Icon
    Long Answer
  • Day rate

    Number Icon
    Number
  • Typical availability

    Dropdown Icon
    Dropdown
  • Portfolio / website

    URL Icon
    URL

Details & Docs

  • Email address

    Email Icon
    Email
  • Contact number

    Telephone Icon
    Telephone
  • Address

    Address Icon
    Address
  • Are you registered self-employed or do you have a company?

    Yes/No Icon
    Yes/No
  • VAT number (if applicable)

    Short Answer Icon
    Short Answer
  • Upload your CV / portfolio PDF

    Upload Icon
    Upload
  • Confirmation

    Consent Icon
    Consent
Use Template Arrow Right Icon

Template FAQs

Common questions about the Freelancer & Contractor Onboarding Form — what it captures, when to use it, and how to make it your own.

What is a freelancer onboarding form?

A freelancer onboarding form collects the details you need to add a contractor to your books — discipline, rates, availability, contact and tax details and a portfolio — so you can brief and pay them without back-and-forth.

What should a contractor onboarding form include?

Name and discipline, specialty, day rate and availability, a portfolio link, contact details and address, self-employed or company status, VAT number if applicable, and a CV or portfolio upload. Collecting it all once at onboarding means resourcing and finance both have what they need without going back to ask.

Why collect VAT and company details up front?

Because finance needs them to set the freelancer up as a supplier and process invoices correctly. Capturing them at onboarding avoids delays on the first payment — chasing a missing VAT or company detail mid-invoice is a common reason a freelancer’s first pay run slips, and it’s easily avoided.

How is this different from a job application?

A job application is for assessing someone for employment; this onboards an established freelancer or contractor into your talent pool, focusing on rates, availability, and the practical details of how to brief and pay them for project work — rather than deciding whether to hire them permanently.

Can I capture rates and availability in this form?

Yes — it records the freelancer’s day rate and typical availability at onboarding, so resourcing can match them to briefs and budgets without asking every time. Having it on file from the start means a suitable freelancer can be booked the moment a job needs them.

Is this freelancer onboarding template free?

Completely free. Edit the disciplines and fields to suit your setup, restyle it, and embed it or share a link in minutes. No coding needed — just a free Fun Forms account to collect responses.