How do I add a contractor in agentOS?

Adding a new contractor

1. Click the Maintenance tab in the top navigation bar.
2. Select Contractors.
3. Click + Add in the top right corner.
4. The Add a Contractor form will open. Complete the relevant fields: Office Details
   • Managed by (branch)
   • Contractor Type
   Contractor Name
   • Title, Forename, Middle Name, Surname
   • If the contractor is a company rather than an individual, enter the company name in the Surname field, or use the Company Name field provided.
   Contact Details
   • Email address
   • Second email address (if applicable)
   • Email Copy of Invoice To
   • Mobile phone number
   Further Info
   • National Insurance number
   • APL Number
   • Insurance Due date
5. Click Save & Close to create the contractor record.

Adding additional details

Once the contractor record has been saved, it will open as its own profile. From here you can:

• Add further contact details using the left-hand ladder (e.g. additional addresses or phone numbers)
• Add bank details by clicking the Edit button in the top right, then navigating to the Bank Details tab

Adding bank details

The Bank Details tab allows you to record:

• Account Name and Account Number
• Sort Code and Legacy BACS Reference
• BIC/SWIFT Code and IBAN Code
• Bank Name and Address
• VAT Number
• Commission — enter a percentage here if you wish to apply a standard contractor commission to this contractor's payments
• Payment Status Filter — controls how payments to this contractor are handled

Note: Bank details are required before payments can be made to a contractor via agentOS.

If you need assistance, contact support@agentos.com.