Contractors

Setting up contractor requests

Enable contractors to request bank changes, rate updates, and more.

5 min read

5 steps

Prerequisites

You have contractors already onboarded
Contractor portal is enabled for your workspace

Step 1

Enable contractor requests

Navigate to Settings > Contractor Portal
Toggle on 'Allow Contractor Requests'
Select which types of requests contractors can submit
Configure notification preferences for when requests are submitted

Step 2

Configure request types

Enable 'Bank Account Changes' for contractors to update banking details
Enable 'Rate Updates' for contractors to request rate changes
Enable 'Invoice Amendments' for contractors to modify submitted invoices
Enable 'General Requests' for other inquiries or updates

Step 3

Set up approval workflow

Configure who can approve contractor requests (finance team, managers)
Set up implicit approval for low-risk changes
Define approval steps for sensitive changes like bank account updates
Configure email notifications for request status changes

Step 4

Configure request requirements

Require documentation for bank account changes (void check, bank statement)
Set requirements for rate change requests (justification, contract updates)
Define which invoice changes require re-approval
Set up validation rules for submitted requests

Step 5

Train your team

Inform contractors about the request feature in the portal
Train your finance team on reviewing and approving requests
Set up SLAs for response times (e.g., 24-48 hours)
Document common request types and approval criteria

Related Guides

Bulk contractor onboarding

Back to Help Center

Contractors

Setting up contractor requests

Enable contractors to request bank changes, rate updates, and more.

5 min read

5 steps

Prerequisites

You have contractors already onboarded
Contractor portal is enabled for your workspace

Step 1

Enable contractor requests

Navigate to Settings > Contractor Portal
Toggle on 'Allow Contractor Requests'
Select which types of requests contractors can submit
Configure notification preferences for when requests are submitted

Step 2

Configure request types

Enable 'Bank Account Changes' for contractors to update banking details
Enable 'Rate Updates' for contractors to request rate changes
Enable 'Invoice Amendments' for contractors to modify submitted invoices
Enable 'General Requests' for other inquiries or updates

Step 3

Set up approval workflow

Configure who can approve contractor requests (finance team, managers)
Set up implicit approval for low-risk changes
Define approval steps for sensitive changes like bank account updates
Configure email notifications for request status changes

Step 4

Configure request requirements

Require documentation for bank account changes (void check, bank statement)
Set requirements for rate change requests (justification, contract updates)
Define which invoice changes require re-approval
Set up validation rules for submitted requests

Step 5

Train your team

Inform contractors about the request feature in the portal
Train your finance team on reviewing and approving requests
Set up SLAs for response times (e.g., 24-48 hours)
Document common request types and approval criteria

Related Guides

Bulk contractor onboarding

Back to Help Center