Before you start
- You have contractors already onboarded
- Contractor portal is enabled for your workspace
1
Step 1 of 5
Enable contractor requests
- 1Navigate to Settings > Contractor Portal
- 2Toggle on 'Allow Contractor Requests'
- 3Select which types of requests contractors can submit
- 4Configure notification preferences for when requests are submitted
2
Step 2 of 5
Configure request types
- 1Enable 'Bank Account Changes' for contractors to update banking details
- 2Enable 'Rate Updates' for contractors to request rate changes
- 3Enable 'Invoice Amendments' for contractors to modify submitted invoices
- 4Enable 'General Requests' for other inquiries or updates
3
Step 3 of 5
Set up approval workflow
- 1Configure who can approve contractor requests (finance team, managers)
- 2Set up implicit approval for low-risk changes
- 3Define approval steps for sensitive changes like bank account updates
- 4Configure email notifications for request status changes
4
Step 4 of 5
Configure request requirements
- 1Require documentation for bank account changes (void check, bank statement)
- 2Set requirements for rate change requests (justification, contract updates)
- 3Define which invoice changes require re-approval
- 4Set up validation rules for submitted requests
5
Step 5 of 5
Train your team
- 1Inform contractors about the request feature in the portal
- 2Train your finance team on reviewing and approving requests
- 3Set up SLAs for response times (e.g., 24-48 hours)
- 4Document common request types and approval criteria