# 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.&#x20;

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.&#x20;

**Learn how to onboard contractors in Bulk on Multiplier:**<br>

1. Log in to [Multiplier](https://app.usemultiplier.com/login) using your credentials.
2. From the left sidebar, select **Hire & onboard**.
3. From the onboarding window, select **Contractor**.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcuRhCphqpR40qkXScXrvuPxOfYEHhinVousj3mNn-Wkm3yLSs_aApZ9PfCHPQcA76hQ8k_kzLV6gssCn2hIvJ4JEn7gG0Xu9jqaqaOwH2JATEUbM9Hxy4657HHvUiXdildFDxE?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

4. In the dialog box that opens, select **Bulk Upload**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdf506u9AT9x_O_l03yTBPxLf45ALC_oAszTXK-cQ6KEcGPm0bh1qUOHh3KFUa2LvTw5Swl5rIsUo2gX7nZ58n27n_CUmJEHsIngiGwdr7-adeU7tU8CBaNOcYq4H3CZ6tcQTgb?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

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

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

   <figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FLfGqFF9uezKLe0s1sjXP%2Funknown.png?alt=media&#x26;token=363a9fb6-89ac-4bc3-a75e-7237f038099b" alt=""><figcaption></figcaption></figure>
6. Select **Continue**.&#x20;
7. Select <img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmoII7HRa6rCUiWPujItHVWpABBHwVOnAkeTX-7GrRqAYmUzsPybF1kFqxVkLO0pXJQA_0NI008M8Y3kVrIhxQSBo1dL6hdhQZ6raSyagHLLjJsrU4iMbOXf6Z6nAe16XJF4dw7w?key=fGq2sL1-3kcglkPcYgHA11rH" alt="" data-size="line">Template to download the template.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9oqBkZFEdL-hvWJhHV_BrXKvgbs02f7qA9UdUZO-ytPHCX1kP8OSbytGf3DOhg_pykVk6a_eYvwU907N8buWCZ4ofXEjJk6qmWjz2SIsftRPKMcC2OptpPKBO_cBCi1g8G3njfQ?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

8. 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](#fields-in-the-template-for-bulk-contractor-onboarding).

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXflaxXrw1dNT0GltRfXD99ifMeW1X1AtfE7D7PvnWsI6264VK0SRQqEb4DJI_Zjb89XL-kiZInBMWHBQay3PQ2qweIU9Kww-7CNtfbI592ZdRUcoAQCnGSUN-YW4Qx2P786B3_Q?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeQYlf7ZBX5NDNMFzthkB6hOQ-UgiZyljmyepNRab8KTaMZMFahmVXjXCLhFBJp6F_9pAjypNpoACGKWrNR32tBiFtLjPV471dbWfFCvUKYLs0syjTefJ8ypZOzQAXVZOXgtXnPfA?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

10. Select **Continue**.

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FmT5VGKc8WBfNQScpeUXy%2Funknown.png?alt=media&#x26;token=e3e09930-16b7-4ffc-9229-8a33b1e6a976" alt=""><figcaption></figcaption></figure>

11. Multiplier verifies the details added in the template. Once the details are verified, you see a summary of the entries identified.&#x20;

If you see failures in the summary, [learn how to fix failures and reupload the fixed template](#fix-errors).&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXevT_NzGfWpuNeAHx1bUzFS5KRNgR8pwwb4lgYWeFlvvjKaT6OtQdUynaoeiPPszAmiimVdpGBtsK1i0oXaB7Ybn0guwpx6NGWWpQBm2qi40NZTS1oPEu08Arcl55pMVMT5kvQHSQ?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

12. Select **Continue**.
13. 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**.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsBykS6LI_oO2kBqX7rWNwUtjQ_zDlpkN7gHJIzET0zHYvwWZeVFrRMF83hfF0n0mLSVAiJNT360ocl8VZ0teiOEcSkluUmwJgYC_jFwbtH2-HUji64cg2Fhx7dUakY-uv1YvhLA?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

14. 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.

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FsTPMnk0tsK81OhbBNB5i%2Funknown.png?alt=media&#x26;token=169aa8a2-5918-4dc3-8728-0c15d2cd7526" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FJjkrtGwy3XdHvt240P78%2Funknown.png?alt=media&#x26;token=4cbe2fcc-3da6-4aae-8b69-ae288f54b981" alt=""><figcaption></figcaption></figure>

15. Click on **Select Contract Type**.

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FJjkrtGwy3XdHvt240P78%2Funknown.png?alt=media&#x26;token=4cbe2fcc-3da6-4aae-8b69-ae288f54b981" alt=""><figcaption></figcaption></figure>

17. Select the contractors for whom you wish to select the contract type.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FqqNHbbLXlpVf1RwVWJ53%2Funknown.png?alt=media&#x26;token=709ae789-fca3-4d5d-9efe-f307e6e8d09d" alt=""><figcaption></figcaption></figure>

18. From the upper right, click on **Select Contract Type**.
19. You get two options:&#x20;

<details>

<summary><strong>Use Multiplier Contract</strong>.</summary>

1. Select **Confirm & continue**.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FG2SnzTDLKFzxKoZbOA4R%2Fimage.png?alt=media&#x26;token=9d944a68-e997-4abb-9236-c2d28b8c24c8" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FaNW39NEAJVZJm3zQeYMM%2Funknown.png?alt=media&#x26;token=a9631b02-4285-4032-8c34-d8a219ff8b50" alt=""><figcaption></figcaption></figure>

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.

3. Select Send to Signatory from the upper right.
4. Select **Yes, Proceed**.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FFEOdbKo12mSyWgVlRMG6%2Funknown.png?alt=media&#x26;token=f6b30d47-2086-4ab9-a7a2-517f959aba63" alt=""><figcaption></figcaption></figure>

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.

</details>

<details>

<summary><strong>Upload your own contract</strong></summary>

1. Select Confirm & continue.

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2Fb2Gz8kQ2phyk6bqd9zZT%2Funknown.png?alt=media&#x26;token=fb5e4d50-23de-46b4-b7d8-1ef397063630" alt=""><figcaption></figcaption></figure>

2. Select Upload next to the contractor for whom you wish to upload the contract.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FJIYLSCBJZD7Zz0GOUfLV%2Funknown.png?alt=media&#x26;token=e4cd1fc2-00e8-4e15-bbf5-650d3cc0e110" alt=""><figcaption></figcaption></figure>

3. Once the contracts are uploaded, select the contractors for whom you wish to save the uploaded contract. Then select, Upload and Save.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FLw9u8idJsg4Vfjj5eRB0%2Funknown.png?alt=media&#x26;token=e5f3e58f-b5d4-4a47-ab8b-c204fd1eb00a" alt=""><figcaption></figcaption></figure>

4. Select Yes, Proceed.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2Fke0H6R80sfJl6D7ZzgOh%2Funknown.png?alt=media&#x26;token=4a57b667-19f8-444a-890a-9c0458741ed5" alt=""><figcaption></figcaption></figure>

5. Select the contractors you want to invite to sign up on Multiplier. Then select Invite Contractors.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FK1HjGDZPE74g7W4IYzK5%2Funknown.png?alt=media&#x26;token=0ec93254-2ea3-4a53-b0e1-462cd2c84a60" alt=""><figcaption></figcaption></figure>

6. In the confirmation dialog box, select **Yes, Proceed**.&#x20;

<figure><img src="https://998356622-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FLZCEU9vzLghGD9jZu0d8%2Fuploads%2FXT2d10ZVNEN7vRrk5DiR%2Funknown.png?alt=media&#x26;token=3ba33478-c77f-4788-9033-a450efb08c35" alt=""><figcaption></figcaption></figure>

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

</details>

## 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 <img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdmoII7HRa6rCUiWPujItHVWpABBHwVOnAkeTX-7GrRqAYmUzsPybF1kFqxVkLO0pXJQA_0NI008M8Y3kVrIhxQSBo1dL6hdhQZ6raSyagHLLjJsrU4iMbOXf6Z6nAe16XJF4dw7w?key=fGq2sL1-3kcglkPcYgHA11rH" alt="" data-size="line">Error report in the upper right of the summary window.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfDd6fLtrkN_LaRzvXUm3CvLJF2fgYSzTTiy5orjddbXjbJvJhLKHpK6g-4ttJ8jNKIEQcemcLUb69WS0Tkcwz5J88xEPHCze-zsIWcEYAHdUiIigN_zA9FyyU6kogFGWNzrrJ2zQ?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

2\. Open the error report. Under the Error Description column, you will see the reason for the error.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcNHxrYWP_zgghY1asoGrXlYvcKO7pSvFtbHEWe6Ic2c5H-i3ijgfd353VBUAubIUdPZYS-EETovGR27dkBqNZPUpA08o01w45l8-PQXP6v1wuYOUAF6_wFEQ_Yu692BfuHkYRW?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption><p>Contractor Bulk onboarding template with Error description </p></figcaption></figure>

3\. As per the error, enter the correct details and save them.&#x20;

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

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdoSTixjdfeurTrP9zftGtzJrP4JlRFZXzrOagh3mFii-RnXsDP3q4LO6IUxqvDcXe0pm3jhnwK_6TcCF9-zsCHgmrUUZWG9pRerMYwboubE3vvEog7ONwrqKMfm_xyrhJ8oI9g?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

5\. Select **Continue**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcPlTOjjok6W2M7d8ei0bC44_pLVahSqHuenM-GVF1GQvSVzMX__rarkKAJTKZVnCwUILgedYfWgxAV5DmZIH9r120HZEU3ab-VTLQX2EN-9AqGZN47geHPP7BPqoRBotyQwx0aVQ?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

6\. Multiplier validates the fixed template. Once done, it updates the summary. If there are no failures, select Continue.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfh6Eh1Wxcfd8m88QpmGApVLeZbjUHI2hZkDKtQhHQJqQOHsILl70pgIJuAoh6Yxapy68dV34RZtgcIwE8b3UAR7NZKV80M-psjRyPdRDamznSdeZGJFwwcty3JBxT5PdFpcMgp?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

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.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfsBykS6LI_oO2kBqX7rWNwUtjQ_zDlpkN7gHJIzET0zHYvwWZeVFrRMF83hfF0n0mLSVAiJNT360ocl8VZ0teiOEcSkluUmwJgYC_jFwbtH2-HUji64cg2Fhx7dUakY-uv1YvhLA?key=fGq2sL1-3kcglkPcYgHA11rH" alt=""><figcaption></figcaption></figure>

## 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          | <p>Job title of the contractor</p><p><br></p>                                                                                                          |
| Contract Start Date | Mandatory          | <p>Date of joining of the contractor in YYYY-MM-DD format</p><p><br></p>                                                                               |
| Contract End Date   | Optional           | <p>Contract end date for the contractor in YYYY-MM-DD format</p><p><br></p>                                                                            |
| 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          | <p>Email address of the contractor</p><p><br></p>                                                                                                      |
| Gender              | Mandatory          | <p>Gender of the contractor</p><p><br></p>                                                                                                             |
| Payroll Frequency   | Mandatory          | <p>Expected payout frequency. You get two options: </p><ul><li>Monthly</li><li>Semi-monhtly</li></ul>                                                  |
| Rate Frequency      | Mandatory          | <p>Billing Rate frequency of the contractor</p><p>You get four options:</p><ul><li>Hourly</li><li>Daily</li><li>Monthly</li><li>Semi-monhtly</li></ul> |
| Currency            | Mandatory          | Billing currency of the contractor                                                                                                                     |
| Base Pay            | Mandatory          | Base Pay Rate of the contractor                                                                                                                        |
