💡 Why Use the Contractor/Freelancer Management Template?

The Contractor/Freelancer Management Template simplifies the management process for contractors and freelancers, from initial screening to project completion. By centralizing resource management, linking task assignments, automating interview feedback emails, and tracking project expenses, it ensures transparency and budget control.

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👉 How the Template Works

• Contractor: Records detailed information about contractors, including contact details, areas of expertise, and resumes.
• Create Contractors Information: Submit contractor information through forms.
• Assignment: Tracks task assignments, including contract scope, start and end dates, and payment amounts.
• Project: Monitors project details, such as project descriptions, related tasks, and internal team efforts.
• Internal Team: Records information about internal team managers to facilitate efficient collaboration between teams and contractors.
• Email Notifications:
  • Accepted Assignment: Automatically sends task details to contractors upon confirmation.
  • Rejected Assignment: Automatically sends rejection notifications to contractors.

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🎯 Steps to Use

1. Create Projects and Task Assignments: Add projects and related tasks in the Project and Task Assignment tables, defining timelines and budgets.

2. Add Contractor Information: Collect and organize information in the Contractor Table by using forms or manual entry, including contact details and resumes. Link contractors to appropriate tasks.

3. Update Application Results: Update the contractor's status in the Contractor Table after interviews or task evaluations.

4. Manage Internal Teams: Update team manager information in the Internal Team Table and assign project responsibilities.
5. Send Email Notifications: Update the application results, and the automated system will send emails to the contractors. When the application is approved, the contractor will receive a notification email containing task details and timelines. If the application is rejected, the contractor will receive a notification email informing them of the rejection.

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👉 Suitable Users

• Project Managers: Simplify the management of contractors and tasks.
• HR Teams: Efficiently screen and evaluate contractors or freelancers.
• Finance Teams: Monitor project budgets and expenses.
• Small Businesses or Agencies: Easily manage distributed teams and multi-project resources.