To start working with Сontractors and send them payouts under the selected service, follow these steps:
Open the “People” section in your account and click “Invite contractor”
If you need to invite many contractors at once, use the “Bulk invitation” feature.
After clicking “Invite contractor”, a window will open where you need to specify the following parameters:
Enter the Сontractor’s email address. The invitation will be sent to this address.
Select the appropriate type of service the Сontractor will provide to your company. We have prepared templates for the most common roles, choose the one that best matches your needs. If none of the templates fit, contact us at support@kleos.io, and we will add a custom role specifically for you.
Specify how often payouts for the contractor’s services should be generated. Four options are available:
Weekly
Monthly
Bi-Monthly
Pay-as-you-go
All options except “Pay-as-you-go” create payouts automatically based on the selected conditions.
Depending on the selected frequency, provide the additional details:
For “Weekly” and “Monthly”:
first payout date
payout amount
For “Bi-Monthly”:
first payout date and first payout amount
second payout date and second payout amount within the same month
Once all fields are completed, click “Invite contractor” The Contractor will receive the invitation by email. After the contractor accepts it, you will be able to send payouts.
Please note that the final amount, including the Kleos fee, is calculated and displayed automatically.
Open the downloaded template and fill in the required information. Only the fields marked with an “*” are mandatory: “Contractor email”, “Contractor role” and “Payout frequency”. All other fields can be completed later.
Enter the Сontractor’s email address. The invitation will be sent to this address.
Select the appropriate type of service the Сontractor will provide to your company. We have prepared templates for the most common roles, choose the one that best matches your needs. If none of the templates fit, contact us at support@kleos.io, and we will add a custom role specifically for you.
Specify how often payouts for the contractor’s services should be generated. Four options are available:
Weekly
Monthly
Bi-Monthly
Pay-as-you-go
All options except “Pay-as-you-go” create payouts automatically based on the selected conditions.
Depending on the selected frequency, provide the additional details:
For “Weekly” and “Monthly”:
first payout date
payout amount
For “Bi-Monthly”:
first payout date and first payout amount
second payout date and second payout amount within the same month
For detailed instructions, see the section How to Accept an Invitation from a Company or Invite a Company
In brief, the process is as follows:
The Сontractor receives an invitation by email.
They follow the link in the email and accept the invitation.
After the invitation is accepted, the Сontractor becomes active in the system.
Once a Contractor’s status changes to “Active”, you can create and send payouts to them, view the Contractor list, and edit the details of the services they provide.
Go to the “People” section to view all Contractors and check their agreement status. Use filters to find the relevant Contractors more quickly.
In the Contractor’s card, you can view all details and update the service terms set during creation if needed. These terms can be edited in any status.
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