Setup Contractors

Estimated reading: 2 minutes

Note: Your account either needs to be an admin or have Contractor dashboard access.

Contractors do not have payroll functionality. Their time sheets are typically checked against invoices.

Navigate to Databank – Contractors

Create on Create on the top right.

Depending if you have a simPRO integration connected or not, you can create an contractor using details from a simPRO contractor. If you choose to use a simPRO contractor, then any simPRO related integrations to the contractor will be linked.

Fill in the Employee details and click on Create at the bottom of the form.

Only First Name and Last name are required fields.
A business name if highly recommended if one is available

Once you have created the contractor, you will see tabs appear on the screen.

Navigate to the Login tab.

Select User Login Enabled
Enter in a username – this has to be unique for the employee
Click Update User

A Reset Password prompt will appear, which will be where you set the employee password.

Enter in the New Password
Confirm the New Password
Click Update Password

Now that you have created the employee login, you need to give them Mobile access.

Navigate to the Mobile tab.

Select Timesheets
Click Update