Overview
This video explains how to enrol a new contractors in Globalli. It is designed for Company Admins who want a quick visual walkthrough of the process.
Watch the Demo
What You’ll Learn
How to setup the contract details
How to add the contractor information
How to setup payment terms
How to load required documents
How to review summary and licensing before sending the invitation to the contractor to begin onboarding.
Step Summary
Login to app.globalli.io
Click +Add New Hire from the main Dashboard or go to to People from the left- hand navigation and then select +Add New Hire.
Select New Contractor and then Start
Select Contractor
Choose whether Contractor is being engaged as an Individual or Business Entity. For Individual, proceed as follows.
Enter Contract Details. See video guide for Contract Types for an overview of different contract types that can be enabled.
Capture Contractor Information
Enter Payment Terms, including currency, bill rate and invoicing information
Upload Documents. This may include supporting files such as compliance forms or the contractor's certification.
Upload the Contract, and setup e-signature
Review Summary Information
Review or Purchase additional Licenses if needed.
Related Resources
Article: How to Onboard as a Contractor
Video Guide: Contractor - Contract Types
Need More Help?
If you have questions after watching the video:
Start a chat with our Support team using the ? icon in the top navigation or email us at [email protected]
Browse additional Help Centre resources