Employees and Contractors

Contractor

Auto-generate Contractor ID

When you add contractors to Payroll, each contractor must have a unique contractor ID. You can choose how these IDs are assigned based on your organization’s preference.

• Auto-generate contractor IDs
  • Contractor IDs will be generated automatically by the system when a contractor is created. This helps maintain consistency and avoids duplicate or incorrect IDs.
• Manually enter contractor IDs
  • You can enter contractor IDs manually while creating contractor records. This option is useful if your organization already follows a predefined contractor ID format.

Select the required option and click Save to apply the changes. The selected preference will apply to all future contractor records.

Custom Field

Custom fields allow you to capture additional information for contractors that is not available by default. These fields are useful for storing internal references or supplementary information related to contractor management.

With custom fields, you can:

• Capture additional contractor-specific information
• Store internal notes or reference IDs

You can control whether a custom field is mandatory, who can view it, and whether it should be active or inactive. Once configured, custom fields appear in the Contractors module based on your setup.

Custom Button

Custom buttons allow you to add your own customized actions to contractor records beyond the default actions. By creating custom buttons, you can trigger additional workflows and validations, or integrate contractor actions with other internal or external systems.

With custom buttons, you can:

• Trigger automated workflows or scripts
• Open external links or applications
• Perform custom validations or checks
• Extend contractor actions using Deluge

You can control who can view and use each custom button, ensuring that only authorized users have access to these actions. Once configured, custom buttons appear in the Contractors module based on your setup.