When hiring a contractor with milestone-based settlements, the process includes selecting the milestone rate type and adding milestones.
Tour overview
Description
When hiring a contractor with milestone-based settlements, the process includes selecting the milestone rate type and adding milestones. During this step, companies can add as many milestones as needed, providing a title, deadline, and payment amount in the pre-selected currency. Optional fields allow for a description and attachments. Companies can edit or remove milestones before finalizing the contractor addition process. Once the process is completed, the milestones are visible in both the contractor's profile (accessible to the company) and the Milestones tab in the contractor app for the contractor.
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Select Milestone Rate Type:
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When adding a new contractor, choose the milestone rate type during the rate selection step.
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Add Milestones:
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In the additional milestone step, click on the add milestone button.
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Provide the following details for each milestone:
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Title
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Deadline
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Payment amount (in the previously chosen currency)
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Optionally, add a description and attach any relevant files.
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Manage Milestones:
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You can edit or remove milestones as needed before completing the contractor addition process.
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Finalize Contractor Addition:
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Complete the remaining steps for adding the contractor.
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Once finished, the milestones will be visible in both the contractor's profile and the Milestones tab in the contractor app.
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FAQ
- How do I set up a contractor with milestone-based payments?
- During the contractor addition process, select the milestone rate type. You will then be prompted to add milestones.
- What details are required when adding a milestone?
- Each milestone requires a title, deadline, and payment amount in the chosen currency.
- Are there optional fields for adding milestones?
- Yes, you can optionally add a description and attach files to each milestone.
- Can I edit or remove milestones before finalizing the contractor addition?
- Yes, you can edit or remove milestones during the setup process.
- Where are the milestones visible after adding the contractor?
- The milestones will be visible in the contractor's profile (accessible to the company) and in the Milestones tab in the contractor app.