All
Steps to Update Personal Information for a Contractor

Keeping contractor records up-to-date is crucial for accurate communication and billing. Follow these simple steps to update a contractor's personal information:


1. Access the Team Section


Navigate to the 'Team' section of your management platform. This area contains all team members and contractors.


team status 0.png


2. Select the Contractor's Profile


Find and click on the name of the contractor whose information you need to update. This will open their profile details.


edit employee contractor.png


3. Edit Personal Information


In the contractor's profile, you can modify or enter new details. Update personal information such as the contractor's name, billing address, or home address as required.


edite employee.png


4. Save Your Changes


Once you’ve made the necessary updates, ensure you save the changes to keep the information current and accurate. By following these steps, you ensure that contractor information is always up-to-date, streamlining communication and administrative processes.