Adding your contractors correctly in Globalli ensures timely payments and compliant onboarding.
Follow these steps to add a new contractor to the platform:
Add a New Contractor
Log in with your Company Admin account
From the side navigation bar, select Contractor under the Organization section
Select + Add New Contractor in the top-right corner
Choose whether you would like to add a Contractor or Agent of Record
Click Start
Choose whether you would like to add an Individual contractor or Business Entity
Enter the Contract Details
Select what type of contract you would like to use - Fixed Rate, Pay As You Go, or By Milestone
Select the Entity from the dropdown
Enter the Project Name, Start Date, and End Date.
Tip: Start Date cannot be in the past.
Optional: Enter the Scope of Work Details
To upload Scope of Work Documents, click Select File. Tip: File types permitted are jpeg, jpg, pdf no more than 10MB
Choose the file you want to upload
Click Continue
If you selected Individual Contractor, enter the contractor's information
Enter the Contractor's First Name, Middle Name (Optional), Last Name
Select the Contractor's Country from the dropdown list.
Tip: Countries must first be added and configured during the Organization Creation and Configuration setup stage.
Enter the Contractor's Email and Phone Number
Select the Contractor's Department from the dropdown list.
Tip: Departments must first be added during the Configure Your Organization step during initial setup.
If you selected Business Entity, enter the business's information
Enter the Business Country, Phone Number, Business Registration Number, Business Email, Website, and Industry
Add the Point of Contact for the business, including First Name, Middle Name (Optional), Last Name, Phone Number, and Email.
Indicate whether the Point of Contact is a Manager or not by selecting Yes or No
