Contractor Record - Create New Contractor - MDT

Navigate to the Contractors screen, either via the Dashboard, or the grid menu.
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In order to create a contractor, you need to click "Create" at the top.
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Complete the fields, and press SAVE to finalise

Contractor Number: Automatically populates as the system assigns a Unique Identifier
​Organisation Reference: Optional – enter in organisation reference number for Contractor
​CRM Employee No: Optional - capture Contractor’s CRM employee number if applicable
​Title: Mandatory – select Contractor’s title
​First Name: Mandatory – enter Contractor’s name
​Surname: Mandatory – enter Contractor’s name
​Date of Birth: Optional – enter Contractor’s date of birth
​NI Number: Optional – enter Contractor’s NIN
​Gender: Mandatory – select Contractor’s gender
​UTR Number: Optional – enter Contractor’s UTR
​Nationality: Optional - enter contractor's nationality

​Is the Contractor PAYE – Mandatory
Yes - sets the Contractor to PAYE
No - allows a new option of Inside IR35 to be displayed
​Is the Contractor inside IR35 - Mandatory - only available if PAYE is set to NO
Yes - If the Contractor is inside IR35 select YES - selecting YES will ensure the Supplier’s details are
auto-populated in the Payment Info Tab
No - If the Contractor is not inside IR35 - select NO
​Supplier: Mandatory – select the Supplier that the Contractor is employed by

Complete the fields, and press SAVE to finalise

​Email Address: Mandatory – enter the Contractor’s email address
​Mobile Number: Optional – enter the Contractor’s phone number
​Address Line 1: Optional - enter the Contractor’s address
​Address Line 2: Optional - enter the Contractor’s address
​Country: Optional - enter the Contractor’s address
​County/State: Optional - enter the Contractor’s address
​Town/City: Optional - enter the Contractor’s address
​Post Code: Optional – enter the Contractor’s address
​Send invitation email: If the Contractor requires access to MDT, tick this box to send them an invitation email to create an account with MDT to be able to view their compliance and assignment items
​Grant timesheet access: If the Contractor will be required to submit their timesheets, tick this box to enable them access. The best practice would be not to tick this until their compliance items have been completed, it would also be best practice to untick this once the Contractor has ceased working so that they will no longer be able to access their MDT portal.

​Exempt from Auto Timesheet reminders: If an automatic timesheet reminder has been set for a particular Client that this Contractor will be placed with, but you would prefer that this particular Contractor did not receive a reminder, this box can be ticked, and they will never receive an automated reminder from the system. A reminder will still be able to be sent manually from the Timesheet Chaser Report.
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See:

Complete the fields and press SAVE to finalise

Bank Name: Optional – enter the Contractor’s Bank Name
​Address Line 1: Optional – enter the Contractor’s Bank Address
​Address Line 2: Optional – enter the Contractor’s Bank Address
​Address Line 3: Optional – enter the Contractor’s Bank Address
​Account Name: Mandatory – enter the Contractor’s Bank Account Name
​Account Number: Mandatory – enter the Contractor’s Bank Account Number
​Sort Code/BSB: Mandatory – enter the Contractor’s Bank Sort Code
​IBAN: Optional – enter the Contractor’s IBAN
​Swift/BIC: Optional – enter the Contractor’s Swift Code

Before making changes to the Contractor Compliance, Compliance items must be available to add.

Refer to the Compliance Process

In this area, you are able to:

Refer to