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

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