Getting Started with Subcontractors in ClickTime
ClickTime provides powerful tools for managing subcontractors and their teams, enabling organisations to centralise contractor profiles, control user access, track compliance, and monitor performance. This guide walks you through creating contractor records, assigning employees, setting permissions, and using dashboards to compare performance and maintain operational oversight.
Adding a contractor to ClickTime is a 2-step process:
Step #1 Add the contractor
Create contractor profiles and input essential contractor details
Click Here to learn how to create and add new contractor
Step #2 Create contractor user account
Create contractor user accunt for the contractor personnel who require access to ClickTime.Add contractor users to the system and define their access permissions at both site and screen/module levels.
- A. Click Here to view a video on how to add a contractor user and set his access to the sites
- B, Click Her to watch the video that will expleint how security users & Profile works in ClickTime
Contractor Employees Onboarding
You can either:
- Add employee details and assign them to the correct contractor, or
- Allow contractors to manage their own employees by giving them access to the system.
When a Head Company User Adds an Employee
When a head company user creates a new employee record, they can select and assign the employee to the appropriate contractor directly from the Employee page. This ensures the employee is correctly linked within the organization and visible to the relevant parties.
When a Contractor User Adds an Employee
If a contractor has permission to access and manage the Employee page, they can add their own employees. In this case:
- The employee is automatically assigned to the contractor's organization, so no manual assignment is needed.
- The Employment Type field is read-only and cannot be changed by contractor users. This helps maintain accurate and consistent employment records.
See below video how the head company user can assign an employee to a contractor.
7. Scheduler Visibility
Distinguish between internal staff and subcontracted employees on the scheduling screen
for better workforce planning.
Performance Comparison Enable head-office teams to compare contractor performance across timesheet submission, attendance, and punctuality through visual dashboards. On the main page, scroll down and look for the contractor dashbaord.
Contractor-Level Reporting Filter and generate reports based on specific contractors for focused analysis and audit readiness.
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