How to: Create Contracts in Bulk

 

1. Start by navigating to the Hiring section and selecting the option for Bulk Contract Creation.

2. Click to download the Excel template provided. This template contains fields for each contract and ensures consistency.

3. Fill out the required fields for each contract in the Excel template. Be sure to follow the formatting guidelines provided in the template to avoid errors during the upload.

4. Return to the platform and upload the completed Excel file. The system will automatically check the file for any errors.

5. If there are issues, a return file will be generated with specific error details, guiding you on what to correct. Fix these errors in the Excel template and re-upload.

6. Once the upload is successful, a review list of all the contracts will appear. Check that the details are accurate and complete.

7. Confirm the list to create and send the contracts. You have the option to sign now or later.

8. If you choose not to sign immediately, navigate to All Contracts. Here, you can select all pending contracts and sign them in bulk.

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Frequently Asked Questions

1. Can I create the contracts without sending the invitation?

• No, contracts will automatically send invitations to workers once they are created.

2. Where can I find the contracts after creation?

• All contracts can be found in the My Workforce section, listed under both All Contracts and Pending Contracts.

3. Which contract types can be created using the bulk feature?

• Currently, you can only create Contractor Pro and Ontop Signs contracts. These are contracts where Ontop hires on your behalf, with an option to include you as a signing party.

4. If I choose not to sign now, will I have to sign each contract individually later?

• No, in the All Contracts list, you can select all pending contracts and sign them in bulk.

5. What should I do if I encounter errors in the upload?

• Review the return file generated after the upload attempt. This file will specify exactly what needs correction in the template. Make the necessary changes and re-upload the file.

6. Can I edit a contract after it’s created through the bulk flow?

• No, once the contracts are finalized, any changes will require creating a new contract or making adjustments directly with the worker.

7. Can I view the contract status after creation?

• Yes, in the My Workforce section, you can track each contract’s status, from pending actions to signed and completed statuses.

8. Is there a limit to the number of contracts I can create at once?

• Currently, there is no maximum limit, but for larger volumes, ensure the file size meets platform requirements for smooth processing.

9. What if I need help filling out the Excel template?

• The template includes guidelines to assist you. If further support is needed, feel free to reach out to our support team for assistance.

If you have further questions,

feel free to contact our support team via chat OR

your dedicated Account Manager if you have one 😊