Prerequisites
- A Plane API key (set up authentication)
- A sandbox for testing (recommended)
Create the worker
Start by creating a worker withtype set to contractor:
Response
- Sends the contractor an invitation email
- Starts the onboarding flow with the right tasks for their type and location
- Creates the appropriate agreement for signature
Retrieve the worker
Fetch the full worker object to see their current state:Monitor onboarding with webhooks
Rather than polling the API, set up webhooks to get notified as the contractor completes onboarding steps. Key events to listen for:worker.updated—the worker’s profile or status changeddocument.signed—an agreement or document was signed
Webhook handler example
What happens next
After you create the contractor:- The contractor receives an email inviting them to Plane.
- They complete their tasks—signing the agreement, providing tax documents, and adding bank details.
- You complete admin tasks—setting compensation and any additional details.
- The contractor becomes active and is ready for payments.
Next steps
Send a payment
Once your contractor is active, send them a payment.
Workers API
Full reference for the workers resource.