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Add a Contractor

As well as employees, you can add contractors to Workmax — a person or company that provides a service to your business. Adding a contractor is similar to adding an employee, with a couple of extra details.

note

Adding contractors is available when contractors are enabled for your account. If you don't see the Contractor option, contact Workmax Support.

Add a Contractor​

To add a contractor, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "People" section.
  3. Click on the "New team member" button.
  4. Choose "Contractor", then click on the "Continue" button.
  5. Basics — enter the contractor's details:
    • Contractor type — Individual or Business.
    • Trading name (shown and required if the contractor is a Business).
    • First name, Last name and Email.
    • Optionally, their contact and legal details.
  6. Click on the "Save & continue" button.
  7. Job & pay — enter how the contractor is paid, including the amount and pay schedule, and any optional work setup (job title, department, manager, location).
  8. Click on the "Save & continue" button.
  9. Work through any remaining steps (time off policies and onboarding tasks, if your company uses them), then Review the details.
  10. Complete the setup to add the contractor.

Workmax will add the contractor to your account. If you choose to send an offer letter, they will receive an invitation to accept before onboarding. If you have any questions or need help, please contact Workmax Support.