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Contractors

Contractors

The Contractors feature helps you manage your global contractor workforce with ease. Store all contractor information in one place, track payment history, and manage documents.

Adding Contractors

Manual Entry

  1. Click Add Contractor on the Contractors page
  2. Fill in the required information:
    • Personal Information: Name, email, phone
    • Location: Country, city, timezone
    • Payment Details: Preferred currency, bank account, payment method
    • Tax Information: Tax ID, W-9/W-8 forms (if applicable)
  3. Click Save

Bulk Import

Import multiple contractors at once using CSV:

  1. Click Import CSV on the Contractors page
  2. Download the CSV template
  3. Fill in contractor information
  4. Upload the completed CSV file
  5. Review and confirm the import

CSV Format:

name,email,country,currency,bank_account,tax_id
John Doe,john@example.com,United States,USD,123456789,12-3456789
Jane Smith,jane@example.com,United Kingdom,GBP,987654321,GB123456789

Contractor Profiles

Each contractor profile includes:

  • Personal Information: Contact details and location
  • Payment Information: Bank details, preferred currency, payment method
  • Payment History: All past payments with dates and amounts
  • Documents: Contracts, tax forms, invoices
  • Notes: Internal notes about the contractor
  • Status: Active, Inactive, or Pending

Managing Documents

Upload and manage contractor documents:

  1. Open a contractor profile
  2. Go to the Documents tab
  3. Click Upload Document
  4. Select document type (Contract, Tax Form, Invoice, Other)
  5. Upload the file (PDF, DOC, DOCX, PNG, JPG)
  6. Add a description (optional)

Contractor Status

  • Active: Currently working, can receive payments
  • Inactive: Not currently working, cannot receive payments
  • Pending: Awaiting verification or onboarding completion

Search and Filter

Find contractors quickly:

  • Search: By name, email, or country
  • Filter: By status, country, currency, or payment method
  • Sort: By name, date added, or last payment date

Exporting Data

Export contractor data for accounting or compliance:

  1. Click Export on the Contractors page
  2. Select export format (CSV or Excel)
  3. Choose which fields to include
  4. Download the file

Best Practices

  • ✅ Keep contractor information up-to-date
  • ✅ Upload contracts and tax forms before making payments
  • ✅ Use consistent naming conventions
  • ✅ Add notes for important details
  • ✅ Review and update payment information regularly
  • ✅ Set contractors to Inactive when they stop working

Security

All contractor data is:

  • Encrypted at rest and in transit
  • Accessible only to authorized team members
  • Backed up daily
  • Compliant with GDPR and data protection regulations

Next Steps