How to Invite a Contractor

Inviting a Contractor

To start working with Сontractors and send them payouts under the selected service, follow these steps:

1

Go to the “People” section

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.

2

Fill in contractor details

After clicking “Invite contractor”, a window will open where you need to specify the following parameters:

Contractor email

Enter the Сontractor’s email address. The invitation will be sent to this address.

Role

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 [e-mail], and we will add a custom role specifically for you.

Payout frequency

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.

Set payout parameters

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

3

Sending the invitation

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.

Bulk Invite Contractors

1

Go to the “Contractors” section

Open the “Contractors” section in your account and click “Bulk invite”

2

Download template

In the pop-up window, click “Download template”

3

Fill in the template

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.

Contractor email

Enter the Сontractor’s email address. The invitation will be sent to this address.

Role

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 [e-mail], and we will add a custom role specifically for you.

Payout frequency

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.

Set payout parameters

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

4

Upload your file

In the Bulk invite window, click “Upload your file.”

5

Invite contractors

Once the template is uploaded, the Bulk invite window will show the list of contractors to be invited. You can still edit the details or add missing information at this stage. When everything is ready, click “Invite contractors” to send the invitations.

6

Complete the invitation process

All set! After you click “Invite contractors”, you will see a confirmation window showing that the invitations have been sent.

How a Contractor Accepts an Invitation

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.

After activation

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.

Managing terms

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.