Subcontractor Management provides visibility into subcontract details and relationships, allowing you to link a subcontract to a worker, identifying them as a subcontractor.
Note: Subcontracts must include a purchase order or contract details.
To access this feature, ensure Subcontractor Management permissions are enabled. For details, refer to Assign Subcontractor Management Permissions.
To mark a worker as a subcontractor, create a Subcontract column in the Role Tracking Template and link it to the relevant subcontract. For more information, see Add a Subcontract Column to a Role Tracking Template.
Create a Subcontract
Go to Settings and select Subcontracts. Click Add New Subcontract (or the + button).
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Proceed to fill in the subcontractor information:
Subcontract Number: Unique identifier for the subcontract agreement. Primary Supplier: The main supplier responsible for providing goods or services. Subcontracted Supplier Name: Name of the subcontractor or company providing the service or goods. Country: The country where the subcontractor is based, which may require additional information (e.g., ABN, ACN, RUT). Contact Name: The person to contact regarding the subcontract. Contact Email/Phone: Email address and/or phone number for contacting the subcontractor. Contract Start & End Dates: The dates when the subcontract begins and ends. Reference (optional): An optional field for any reference number or note related to the subcontract. Optionally, Add a Document: You can attach any relevant documents, such as contracts or agreements, to the subcontract. Click Next. |
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Assign a Contract or Purchase Order by typing the name or number in the search box, selecting from the displayed options. Note: A Contract or Purchase Order is required to save the Subcontract.
Click Save. |
To Edit or Delete
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From the list of subcontracts, locate the subcontract to edit, click the ellipsis, and select Edit. |
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Update the start or end date, click Next, and then click Save.
Note: The start and end dates of a subcontract can only be changed if it has not yet been assigned to a worker. |
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A confirmation popup will appear to confirm the deletion of the subcontract. Click Yes, Delete this Subcontract.
Note that this action is irreversible. |
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