Add and Invite New Subcontractor Company in Zoho Shifts
Jon A
29 steps
2 minutes
Zoho
1
Navigate to [https://shifts.zoho.com/app/879217038/employees?schedules=&status=active&skills=](https://shifts.zoho.com/app/879217038/employees?schedules=&status=active&skills=)
2
Click "+ Add Employee"
3
Type "first name"
4
Click this text field.
5
Type "last name"
6
Click this email field.
7
Type their email
8
Click this text field.
9
Type "their phone number if you have it
10
Click access level for their permission set
11
Click "Subcontractor Company"
12
Click schedule to assign location
13
Click the correct location(s) that the subcontractor company needs access to, we are using KGFS office in this example
14
Click here.
15
Click the correct position for the location(s) selected if they also work in any of the accounts. if they do not , then no position is needed.
16
Click "Save & Invite"
17
now lets confirm
18
Click the "Search" field.
19
Type "first name [[Enter]]"
20
now you can see "invited" once they accept the invite it will show joined.
21
Now we need to assign their company to themselves
22
Click this icon.
23
Click "Edit"
24
Click "Skills"
25
Click "+ Assign Skill"
26
Click the drop down menu
27
Click the correct subcontractor company
28
Click "Save"
29
now you can see they have been assigned to that company
Add and Invite New Subcontractor Company in Zoho Shifts
Jon A
29 steps
2 minutes
Zoho
1
Navigate to [https://shifts.zoho.com/app/879217038/employees?schedules=&status=active&skills=](https://shifts.zoho.com/app/879217038/employees?schedules=&status=active&skills=)
2
Click "+ Add Employee"
3
Type "first name"
4
Click this text field.
5
Type "last name"
6
Click this email field.
7
Type their email
8
Click this text field.
9
Type "their phone number if you have it
10
Click access level for their permission set
11
Click "Subcontractor Company"
12
Click schedule to assign location
13
Click the correct location(s) that the subcontractor company needs access to, we are using KGFS office in this example
14
Click here.
15
Click the correct position for the location(s) selected if they also work in any of the accounts. if they do not , then no position is needed.
16
Click "Save & Invite"
17
now lets confirm
18
Click the "Search" field.
19
Type "first name [[Enter]]"
20
now you can see "invited" once they accept the invite it will show joined.
21
Now we need to assign their company to themselves
22
Click this icon.
23
Click "Edit"
24
Click "Skills"
25
Click "+ Assign Skill"
26
Click the drop down menu
27
Click the correct subcontractor company
28
Click "Save"
29
now you can see they have been assigned to that company
