Managing Contractors

Set credential requirements, invite contractors, review their documents, and control access with events.

2 min readUpdated Today
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How contractors work in Paddl

Contractors (engineers, cleaners, pest control, door staff) are managed under Team > Contractors, separately from your employees. You decide what credentials they must provide, invite them, review what they submit, and control when they have access. They keep their own contractor app to do their part.

Contractor groups and requirements

Contractors belong to a group that defines what they must provide. Each requirement is one of two kinds:

  • A field: a value or file they submit, such as a licence number, an insurance certificate, or a public liability amount.

  • A document: something they must read and sign in the app.

For each requirement you set whether it is required and, where relevant, how many days before expiry to start warning. Set your groups up before inviting people, since the invite asks which group they join.

Inviting a contractor

  1. Go to Team > Contractors and click Invite Contractor

  2. Enter their email and choose their group

  3. Optionally assign the locations they work at

  4. Send the invite, or copy the link to share directly

Reviewing what they submit

When a contractor submits a credential it arrives as pending. Open their record to approve or reject each item (with a reason if you reject), or bulk-approve straightforward ones. A contractor missing or expired on a required credential is flagged non-compliant, and Paddl warns you ahead of expiry so cover never lapses unnoticed.

Events and access

Access can be tied to events: a time-bound job or shift with a location and start and end. Assign contractors to an event and they are active for that window. A contractor who is not compliant on the required credentials can be blocked from assignment, so you never let uninsured or unqualified work start.

Portable credentials across businesses

A contractor's credentials are tied to them, not to one business. If the same contractor works for more than one business on Paddl, their portable credentials carry across, so they do not re-upload the same insurance or licence for each one and you can trust what you see.

Tip: Capturing expiry dates is the whole point. With them set, Paddl chases the renewal for you rather than you finding out on the day.

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