Inviting contractors to join your HR platform

Overview

The last step an administrator needs to do in order for their contractors to use the platform is to send them an invitation to join Employment Hero. When accessing your contractor list, you can choose to send invitations in bulk to all pending contractors or you can resend an invitation to a specific user.

Warning

The initial invitation to join the HR platform expires within 72 hours. You can use the resend feature to generate a new invitation for those contractors who could not activate their account within this timeframe.

Important

Resending an invitation is only available for contractors whose status shows as pending. So if you have contractors whose status shows as active, they will need to reset their password. To read further details on how a contractor can reset their password, refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
 User Access:   Contractor   Manager   Admin

  This is the default access level, excluding any changes made via our Custom Security feature.

Getting started

Sending invitations to new contractors

Warning

Emails do not trigger if your system is within Setup Mode. To read further details on how to disable setup mode, refer to the following article.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click the Send Invitations to New Contractors button.
    Invite_1.jpg

Maintain

Resending an invitation

Warning

Emails do not trigger if your system is within Setup Mode. To read further details on how to disable setup mode, refer to the following article.

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click the Action button.
  4. Click the Resend Invitation button.
    Invite_2.jpg

Legal Disclaimer

Please note that this module and any related content or templates are not all-inclusive and is intended for general information purposes only. It does not constitute legal or other advice. The content or templates may not be compliant with your local employment laws. Always seek professional legal advice. Employment Hero expressly disclaim any representation or warranties, express or implied, including without limitation any representations or warranties of fitness for a particular purpose, accuracy, completeness, reliability and non-infringement. Employment Hero is not liable for any loss or damages arising either directly or indirectly as a result of reliance on, use of or inability to use any information provided in this module.

Author Recommended

So you have now invited a contractor to join your HR platform and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR Contractor File: Contractor details This feature is where you can view and, if needed, update a contractor's details, such as their trading name, email and phone number.
  • HR Contractor File: Job details This feature is where you can view and, if needed, update a contractor's job information, such as their title, assigned team and their company phone and email.

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