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Manage your sub-contractors
Manage your sub-contractors

Add, edit and manage your sub-contractor companies in a new separate tab

Michelle Kimbler avatar
Written by Michelle Kimbler
Updated over 4 years ago

After many requests, it is finally here! You can now easily get an overview of all your sub-contractor companies in one place. The update includes:

  • View and edit sub-contractor companies in a dedicated tab

  • Add new sub-contractor companies and assign to personnel

  • Clarified difference between employee and sub-contractor when adding personnel

  • Add new sub-contractors in any division (for accounts with multiple divisions)

Please note, the personnel section is only available for account owners and personnel managers.

Add new sub-contractor company

  • Go to Personnel > Sub-contractors

  • Click '+ Add new sub-contractor'

  • Fill out the company name in the side panel, then click 'Add new sub-contractor'

The subcontractor company can now be assigned to a new or existing personnel.

Edit/delete sub-contractors

  • Go to Personnel > Sub-contractors

  • Click on the subcontractor company to edit

  • On the bottom side panel, click Edit or Delete

Assign personnel as employee or sub-contractor

When adding new personnel in your personnel library, you'll notice the side panel looks a bit different. We've clarified the difference between personnel that are from your copmany, and those that are sub-contractors.

Assign sub-contractor personnel to the right company

  • Create the sub-contractor company as outlined above

  • Click 'Add new personnel' (or edit an existing one)

  • Choose between 'Employee' or 'Sub-contractor'

  • If selected 'Sub-contractor', assign to the correct company from the dropdown menu

  • Save by clicking 'Add personnel'

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