Manage contractor groups

Contractor groups identify the contractor a worker belongs to. They help you organise the worker directory and choose which workers to include in exports.

Admins and Owners can add or rename groups in Contractor Management. Office staff and Approvers can use the page to view groups.

Add or rename a contractor

Select Add Contractor, enter the name and submit. To rename an existing group, use its Edit action and select Save Edit.

Assign the group when adding a worker in User Management. Admins and Owners can change the contractor later using Edit User.

Let a contractor add workers

Give the contractor’s coordinator the Inviter role and assign them to the relevant contractor group. They can add Members under that contractor and see its worker list.

Their role still includes their own timesheet and the company holiday calendar. Contractor-based worker management does not hide the holiday calendar from them.

To move someone between contractor groups, ask an Admin or Owner to update their worker record. Changing the group name renames it for the workers assigned to it.