How to invite a contractor to Contractor Management Plus?

Yemi

Updated December 16, 2023 16:41

To invite a contractor to Contractor Management Plus, you need to follow these steps:

Go to the Team or Onboarding tab
Click on the Add new hire option, and choose Contractor.
Select Contractor Management Plus pricing plan.
Fill out the Statement of Work details.
Review and sign the Contractor Services Agreement (CSA).
Review the invitation summary and send the Invite.

The contractor will not be considered to be on the Contractor Plus plan until the Contractor Services Agreement (CSA) is signed by both parties⁠.

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