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How do I manage contractor personal details and reset their account email?

Updated

Available for the following plans: Lite, Plus, Unlimited, Essentials, Engage, Elite
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following User Access levels: Contractor      Admin      

When a contractor's personal details (e.g. home address) change, you need to update your Employment Hero platform.

This article covers how you can ensure such data changes are reflected across the entire platform by using the Personal Details feature.

Note: You can not change a contractor's email address unless you are an admin. This is the case even if the Permissions are set to let HR coordinators access it.

Manage data

Reset a contractor's account email
  1. Click the   People menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor whose account email needs to be reset.
  4. Click the Contractor Details tab.
  5. Click the   Edit button.
    Email_1.jpg 
  6. Enter the new account email in the New Account Email field.
  7. Click the Save button.
    Email_2.jpg 

  8. Click the Got It button.

     

    Important

    After clicking the Got It button, the platform will automatically email the inputted new email address with details on how to confirm the change. Meanwhile, the old email address will receive a notification email that asks the recipient if they recognise the activity. If they do not, they can then use the email's security check to flag the matter and have the update cancelled accordingly.

    Email_3.jpg 

  9. Open your email account, select the email verification email, and click the Verify Email button.
    Email_4.jpg 
  10. Complete the following fields:
    • Password
    • Confirm password
  11. Click the Set Password button.
    Email_5.jpg 
Resend a contractor's account email reset request
  1. Click the   People menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractors whose account email needs to be reset.
  4. Click the Contractor Details tab.
  5. Click the Resend button.
    Email_6.jpg 
  6. Enter the new account email in the New Account Email field.
  7. Click the Resend Now button.
    Email_7.jpg 

  8. Click the Got It button.

     

    Important

    After clicking the Got It button, the platform will automatically email the inputted new email address with details on how to confirm the change. Meanwhile, the old email address will receive a notification email that asks the recipient if they recognise the activity. If they do not, they can then use the email's security check to flag the matter and have the update cancelled accordingly.

    Email_8.jpg 

  9. Open your email account, select the email verification email, and click the Verify Email button.
    Email_4.jpg 
  10. Complete the following fields:
    • Password
    • Confirm password
  11. Click the Set Password button.
    Email_5.jpg 
Add Management Notes to a contractor's Employee File

Available for the following EmploymentOS plans: Essentials, Engage, Elite
Available for the following user access levels: Admin 

If you want to leave important management notes regarding a contractor, their performance or conditions, you can do so in the Employee File.

  1. Click the   People menu.
  2. Click on People List. 
  3. Click on the contractor's name in the list of personnel.
  4. Locate the Performance tile. 
  5. Click on the Management Notes tab.
  6. Click + Write a note about this employee.
  7. Add the text of your management note. You can also upload a file here to attach to the note.
  8. Click Create.

Edit data

Edit contractor details
  1. Click the   People menu.
  2. Click the Independent Contractors submenu.
  3. Select the contractor whose details need to be updated.
  4. Click the Contractor Details tab.
  5. Click the   Edit button.
    Email_9.jpg 
  6. Complete the following fields:
    • First name
    • Last name
    • Trading name
    • Country of business number
    • Business number
    • Address line 1
    • Address line 2
    • City
    • State
    • Postcode
    • Country
    • Phone number
    • Date of birth
  7. Click the Save button.
    Email_10.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.

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