Add a Contractor Employee

PREREQUISITES: The Contractor security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. You must have a country code, state, and zip code set up. See Country Setup for more information. A contractor employee must be defined for each contractor company in order to be added to a case.

NOTE: Multiple records can be added or edited at the same time. See Perform a Bulk Export or Bulk Import for more information.

1. From the home page, click Permitting and click Contractor Setup.
2. Select a contractor on the Contractor panel.
3. On the Employees panel, click Add record.

4. In the New Employee section, enter a first name, last name, and any supporting information you want to include in the additional fields.
5. Click Add.