Contractor Setup: Sending Invitations

Overview

The invitation function allows you to send an invitation to your contractors to join the Employment Hero platform. You can send these invitations in bulk or individually.

Availability

Available On:

✓ Free

✓ Standard

✓ Premium

Requires:

HeroPay

Sending Bulk Invitations

  1. Click on the Personnel menu.
  2. Click on the Independent Contractors submenu.
  3. Click the Send Invitations to New Contractors button.
    Invite_4.jpg
    Helpful Tip: Successfully sending an invitation through, will see the Success banner display on your screen.
    Invite_3.jpg
    Waring: Emails do not trigger if your account is within Setup Mode.

Sending/Resending an Individual Invitation

  1. Click on the Personnel menu.
  2. Click on the Independent Contractors submenu.
  3. Click the Action button next to the contractor that is receiving the invitation.
  4. Click the Resend Invitation button.
    Invite_1.jpg
    Helpful Tip: Successfully sending an invitation through, will see the Success banner display on your screen.
    Invite_2.jpg
    Important: Resending an invitation is only available for contractors whose status is pending. For contractors who are active, they will need to reset their password.
    Waring: Emails do not trigger if your account is within Setup Mode.
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