Available for the following plans: Lite, Plus, Unlimited, HR Essentials, HR Engage, HR Elite, Unlimited HR+Payroll
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
Question
How do I quickly add a contractor?
Answer
The Quick Add feature allows you to quickly add a new contractor to your Employment Hero platform.
Important
HR Platform Integration: Contractors created in Payroll do not yet synchronise with the HR platform, and contractors created in the HR platform do not synchronise with Payroll. This means that if you use both platforms, contractors must be managed separately on each platform. HR platform integration will be addressed in a future release.
- Click the People menu.
- Click the People List submenu.
- Click the + Add Worker button, then select Onboard.
-
In the Add a worker modal, select the Contractor tile.
Helpful Hint
Not sure whether the person you are adding should be a contractor, employee, or volunteer? Select Not sure which type applies? to answer a few quick questions and receive a recommendation.
- Select Quick Add.
- Complete the following fields:
- Trading name.
- First name.
- Last name.
- Date of birth.
- Email.
- Click the Create button.
Explore related content:
- 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 and assigned team.