How to invite a contractor to Contractor Management Plus?

Article author
Opeyemi Ibikunle
  • Updated

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

  1. Go to the Team or Onboarding tab
  2. Click on the Add new hire option, and choose Contractor.
  3. Select Contractor Management Plus pricing plan.

    Screenshot 2023-12-14 at 7.29.24 PM.png

  4. Fill out the Statement of Work details.

    Screenshot 2023-12-14 at 6.23.15 PM.png

  5. Review and sign the Contractor Services Agreement (CSA).
  6. Review the invitation summary and send the Invite.

    Screenshot 2023-12-14 at 7.44.22 PM.png

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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