Employees and Contractors (aka Consultants, 1099 Contractors, 1099 Vendors) are people who you can track and assign work to, without giving them a CRM login account.
Contractors
A Contractor is someone who already exists in your CRM database as a contact record. Any existing contact in your CRM database can be assigned a Contractor status.
In addition to recording activity notes, emails and all other CRM activity associated with a contact, a contractor will also appear in the User drop-down lists so you can assign Jobs, Job Tasks and Time Cards to them.
To assign an existing contact Contractor status:
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Navigate to Users
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Click on the ’Add New Employee’ dropdown and ‘Select Existing contact as contractor’
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Use the search criteria to filter for the contact
Click select to set that contact as a Contractor
Employees
An Employee does not exist as a contact in the CRM database. As a result, they cannot be used to perform normal CRM activity. Instead they are simply a user record with no login access. You can assign jobs, Job tasks and Time Cards to them. The main purpose of this is for reporting.
To create a new Employee:
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Navigate to Users
- Click on ’Add New Employee'
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Enter the new Employee’s details.
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Click Save to create this employee.