Creation of New Contract (Bulk and Manual)

A Contract defines the agreement between the staffing company and the client, outlining the terms under which consultants will be deployed. It includes details like project duration, billing rate, work location, shift patterns, and service-level expectations. Contracts are essential for mapping consultants, processing timesheets, payroll, and generating invoices accurately. 

Below are the steps on how one can create Contract in Staffinggo through Manual and Bulk options:

Manual Contract Creation Process:

Step 1: Start the Client Creation Process

You can start in two ways:

• Method 1:

  1. Login as an Administrator/User who has the access to create the contract.

  2. Click the “+” icon on the top-right corner.

  3. Select “Create Contract” as shown below.

• Method 2:

  1. Go to the “CONTRACT” menu to see the list of clients.

  2. Click the “+” icon to create a new Contract.

• Once clicked, a contract details tab will open where one can fill all the fields including mandatory and the click on save.

Contract Creation in Bulk:

• Click on Contract and choose import Contract details in the application as shown below.

• Click on the upload excel file and download the sheet.

• Click on the Contracts in the excel sheet and fill the red marked mandatory details in the excel sheet.

• Click on select file and upload the file and import the details .
• *Note :only valid and correct details will validate and please refer instructions in the excel sheet.

Need Help?

If you have any doubts or need further assistance regarding client creation or any other feature, feel free to reach out to our support team at support@staffinggo.in. We’re here to help you!