Onboard contractors in bulk on Multiplier

When managing many contractors, uploading contracts individually can be time-consuming and inefficient. Bulk upload simplifies this process by allowing you to onboard multiple contractors simultaneously, saving time, reducing manual errors, and streamlining your workflow. When scaling quickly, this feature ensures a smooth and consistent experience.

To onboard contractors in bulk, you need to download a template from Multiplier, enter the required details, and upload the filled template on the platform.

Learn how to onboard contractors in Bulk on Multiplier:

1. Log in to Multiplier using your credentials.

2. From the left sidebar, select Hire & onboard.

3. From the onboarding window, select Contractor.

1. In the dialog box that opens, select Bulk Upload.

1. Select Hire on my own entity as the type of contractor.

   Contractors hired through Hire on my own entity are hired directly by you.

   
2. Select Continue.

3. Select Template to download the template.

1. Enter the details as per the template.

If you wish to understand the fields in the template, go to Fields in the template for bulk contractor onboarding.

1. Once done, select Upload file on the platform.

1. Select Continue.

1. Multiplier verifies the details added in the template. Once the details are verified, you see a summary of the entries identified.

If you see failures in the summary, learn how to fix failures and reupload the fixed template.

1. Select Continue.

2. In the Manage Contractors window, under the Imported tab, you see the list of contractors validated by the Multiplier platform as per your entry in the template. Select Add to team.

1. The contractor has been added to your team. The added contractors are in the Team overview section, under the Onboarding tab. Here, the filter is pre-selected to Contractors.

1. Before bulk actions can be performed on the bulk uploaded contracts, the user must select the contract template type. Select Define Contract type. Any contract for which the template selection is to be done falls under this grouping.

2. Click on Select Contract.

1. Select the contractors for whom you wish to select the contract type.

1. From the upper right, click on Select Contract Type.

2. You get two options:

Use Multiplier Contract.

1. Select Confirm & continue.

1. Select the contractors whom you wish to send the contract.

Note: If you don't want to use the Multiplier contract for all contractors, select only those for whom you do. For the rest, you can return to this section later and choose Upload your own contract.

1. Select Send to Signatory from the upper right.

2. Select Yes, Proceed.

The contracts have been sent for signing to the company signatory. Once signed by the signatory, it'll be sent to the contractors for signing.

Upload your own contract

1. Select Confirm & continue.

1. Select Upload next to the contractor for whom you wish to upload the contract.

1. Once the contracts are uploaded, select the contractors for whom you wish to save the uploaded contract. Then select, Upload and Save.

1. Select Yes, Proceed.

1. Select the contractors you want to invite to sign up on Multiplier. Then select Invite Contractors.

1. In the confirmation dialog box, select Yes, Proceed.

The contractors will receive an email inviting them to sign up on Multiplier's platform

Fix errors

You may miss or enter incorrect details in the template. If the summary window displays counts of failures, you can cross-check the template you uploaded, correct any errors, and then upload the corrected template.

Learn how to fix the errors: 1. Select Error report in the upper right of the summary window.

2. Open the error report. Under the Error Description column, you will see the reason for the error.

Contractor Bulk onboarding template with Error description

3. As per the error, enter the correct details and save them.

4. Return to the platform and select Browse next to Upload fixed template.

5. Select Continue.

6. Multiplier validates the fixed template. Once done, it updates the summary. If there are no failures, select Continue.

7. In the Manage Contractors window, under the Imported tab, you see the list of contractors validated by the Multiplier platform as per your entry in the template. Select Add to team.

Fields in the template for bulk contractor onboarding

Fields to be filled	Optional/Mandatory	What needs to be filled
Country	Mandatory	Add your contractor's tax residency country
Contractor Id	Optional	Unique identifier for a contractor
Designation	Mandatory	Job title of the contractor
Contract Start Date	Mandatory	Date of joining of the contractor in YYYY-MM-DD format
Contract End Date	Optional	Contract end date for the contractor in YYYY-MM-DD format
Job Description	Optional	Job Description of the Contractor
First Name	Mandatory	First name of the contractor
Last Name	Mandatory	Last name of the contractor
Email	Mandatory	Email address of the contractor
Gender	Mandatory	Gender of the contractor
Payroll Frequency	Mandatory	Expected payout frequency. You get two options: Monthly Semi-monhtly
Rate Frequency	Mandatory	Billing Rate frequency of the contractor You get four options: Hourly Daily Monthly Semi-monhtly
Currency	Mandatory	Billing currency of the contractor
Base Pay	Mandatory	Base Pay Rate of the contractor