How to invite multiple contractors at once

Article author
Nneka
  • Updated

With this feature, Employers can invite multiple contractors at once to their Remote account rather than inviting them one by one.

How to invite multiple contractors

  1. Go to the Team or Onboarding tab and click on Add new hire, then select Contractor.
  2. To invite several contractors at once, click on Invite multiple contractors.

    invite_multiple_contractors.png

  3. To make the process of inviting contractors easier, we recommend that you use our template by clicking on the Download our CSV template link as it already contains the fields required to add multiple contractors at once.
  4. Populate the template with the contractors' information. 
  5. When filling out the Country Code (alpha-3 code) field on the CSV template, ensure you use the dropdown provided the template. This will automatically fill in the appropriate country code.
  6. Once you're done filling out the template, export it as a CSV file. 
  7. On the Remote platform, upload the CSV file then click on See upload results.

    add_contractor_template.png

  8. Next, we perform a file validation, so please ensure:

    • The CSV file is comma-separated and must contain the following fields in this order:

      • Full name - required for all countries
      • Email address - required for all countries
      • Country code (alpha-3 code) - required for all countries
      • Job title - required for all countries
      • IR35 status - required for the United Kingdom
        1. Inside
        2. Outside
        3. Exempt
      • Nationality - required for Saudi Arabia
        1. National
        2. Non-national
    • Some optional fields include:

      • Contractor rate - please use a single dot for splitting cents, eg: 54.21/
      • Contractor rate currency - please use 3-letter ISO 4217 code. If no currency is specified, we will assume company billing currency is used.
      • External employment ID.

      Other validations:

      • File must be a CSV file type
      • Max file size is 20 MB
      • Each field cannot be longer than 255 characters
      • Email address must be a valid email address
      • User's email cannot already exist on the platform
      • Contractor payments must be supported in the selected country
  9. Once the file is uploaded, you can preview the results. 
  10. The preview page is broken up into two sections:
    • The errors table: From the expanded table view, you can hover over the field with an error to view the exact error message. You can export the errors table and make the necessary changes.
    • The valid users table: From this table, you can search by email, filter by country name or delete rows. 

      confirm_contractors_2.png
  11. To proceed with inviting the contractors in the valid users table, click on Confirm.
  12. By clicking on Invite now the invitation process will begin. Please note that this step cannot be reversed.

  13. You can track the progress of the invitations being sent. For invitations that fail, you can export them as a CSV file. To proceed with the successful invitations, click on Continue. After this step, the contractors should receive a Remote invitation in the inbox. 

    send_invitations.png

  14. If you want to send contractor agreements, you can create contractor agreements in individually or in bulk.
    See also: How to create contractor agreements after onboarding

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