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Agency guides

Setting up a contractor

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What are contractors?

Contractors are any individuals you intend to contract out to selected clients. They will enter timesheets that will be approved by the clients' selected approver.

Once set up the contractor will have access to their own portal, where they will be able to access information about their contract and complete timesheets.

Setting up your first contractor

To get started creating a client, simply select "Contractors" from the menu, this will open up the "Add client" option in the menu.

Selecting "Add contractor" will open the create contractor form and allow you to create your first contractor.

Simply add the required contractor details and your first contractor will be ready to go.

Once you publish the contract the contractor will receive an email to set up his account if he doesn't have one and will have immediate access to the contract.

Don't forget

By default, we will generate timesheets from the day the contract is created however if you would like to create timesheets from the contract start date select the "Would you like to backdate the timesheets?" option.

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