Add and manage contract types

Manage your contract types and the locations, categories, and groups they apply to. You must have the Contractor Manager user role to access these settings.

This article covers:

About contract types

Set up the types of contracts that can be added to a contractor organization's profile. By grouping your contracts under similar types, you can report on these more effectively and keep your records organized. 

You can associate each contract with a contract type while adding a contract to an organization's profile. There are six default contract types, plus you can add new types or rename, edit, or remove the default types.

Each contract type can be assigned to a specific audience. Choose if the contract type applies to:

  • All contractor organizations
  • Contractor organizations from select locations 
  • Contractor organizations in select categories or groups 

Add a contract type

To add a new contract type:

  1. Go to Tools > Contractors Manager.
  2. Select Contracts Settings from the left-hand menu.
  3. Click Add Contract Type.

  4. In the Contract Type tab, enter the name and description of the contract type.
  5. Click Next.

    Create-contract-type.png
  6. In the Audience tab, select the audience: All contractors or Select contractors.
  7. If you chose select contractors, there are two additional settings to confirm:

    Select the checkbox next to Contractors with access to the following locations, then choose the relevant locations.

    Select the checkbox next to Contractors in the following categories and groups, then choose the relevant categories and groups.
  8. Click Save.

    Create-contract-type-audience.png

Edit contract types

Update one contract type

  1. Go to Tools > Contractors Manager.
  2. Select Contracts Settings from the left-hand menu.
  3. Click View next to the contract type. 
  4. In the Contract Type tab, update the contract name and description, then click Next.
  5. In the Audience tab, update which contractors the contract type applies to.
  6. Click Save.

Update multiple contract types

  1. Go to Tools > Contractors Manager.
  2. Select Contracts Settings from the left-hand menu.
  3. Select the checkboxes next to the contract types you want to update.
  4. Click Run an action, then select Update audience.
  5. Click Run Action.
  6. Select the audience: All contractors or Select contractors.
  7. If you chose select contractors, there are two additional settings to confirm:

    Select the checkbox next to Contractors with access to the following locations, then choose the relevant locations.

    Select the checkbox next to Contractors in the following categories and groups, then choose the relevant categories and groups.
  8. Click Update audience.

 

Delete a contract type

You can only delete a contract type if there are no contracts currently using that type.

Delete a contract type

  1. Go to Tools > Contractors Manager.
  2. Select Contracts Settings from the left-hand menu.
  3. Click Delete next to the contract type. 

  4. Click Remove to confirm.

Delete multiple types

  1. Go to Tools > Contractors Manager.
  2. Select Contracts Settings from the left-hand menu.
  3. Click Add Contract Type.
  4. Select the checkboxes next to the contract types you want to delete.
  5. Click Run an action, then select Delete Contract Types. Click Ok to confirm.

Next step: Set up contract expiry notifications so key people are notified when a contract is due to expire.