Contractor Setup: Contract Terms

Overview 

You can use the Contract Terms function to set the start and end date off your contractors. You can also set who their direct report will be and to store a record of their bank details and pay schedule.

Availability

Available On:

✓ Free

✓ Standard

✓ Premium

Requires:

 HeroPay

Accessing the Contract Terms Section

  1. Click the Personnel menu.
  2. Click the Independent Contractors submenu.
  3. Click on the contractor whose payment terms need to be completed.

Adding a New Contract Term

  1. Click the Contract Terms tab.
  2. Click the Add Contract Term button.
    Contract_3.jpg

  3. Complete the following fields:
    • Start Date.
    • End Date.
    • Service Description.
    • Reports to.
    • Payment Terms.
    • Payment Details.
    • Account Name.
    • BSB.
    • Account Number.
    Contract_4.jpg

  4. Click the Create button.

Editing Contract Terms

  1. Click the Contract Terms tab.
  2. Click the Edit button.
    Contract_14.jpg

  3. Make the required changes and then click the Update button.
    Contract_15.jpg

Viewing Payment Details

  1. Click the Contract Terms tab.
  2. Click the Payment Details button.
    Contract_14.jpg
    Helpful Tip: You will now see a pop-up showing the Payment Details summary on your screen.
    Contract_16.jpg

Deleting Contract Terms

  1. Click the Contract Terms button.
  2. Click the Delete button.
    Contract_14.jpg
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