If you're one of the many companies that occasionally work with independent contractors or consultants, you may be wondering how to give them access to specific modules in Humi without adding them as an employee on Humi payroll.
Some examples could be working with a recruiting firm to assist with your hiring efforts, working with an accountant who requires access to payroll records and reports, working with contractors for specific projects, and so on.
If you're working with a consultant or independent contractor, this article provides a step-by-step guide on how to add them to Humi.
How to add independent contractors or consultants to Humi
There are two steps to complete:
- Create a custom role for the consultant
- Add them to Humi
Step 1: Create a custom role for the consultant.
Before adding the consultant to Humi, you should have a custom role available that has the limited access the consultant will require.
If you don't have the custom role created, click here to learn how to create a custom role.
Example: Adding a custom role for a Recruiter
If you're working with a recruiter who should only have access to the "Recruiting" module, you should create a custom role that only has access to "Recruiting."
To do this follow these steps:
Settings > Roles & Permissions > Click "+ Create Custom Role" button" > Select "Create custom role from scratch" > Enter a name and description for the custom role > Save > Step 1. Module Access: Click the arrow to open the "Navigation" drop down and switch on the "Administrator view" > Scroll down to "Recruiting" and click the arrow to reveal "Recruiting Access" then click on both switches to activate them > Next > Step 2. Permission Levels: One the "Can access information for" field in the top right corner, click the dropdown and select "All employees" > Complete
If you want the consultant to have "Read-Only" access, do not switch on "Administrator View."
Your custom role for the recruiting consultant is created and you can now move on to Step 2.
Step 2: Add the consultant to Humi.
If the consultant doesn't have a Humi account, you'll need to add them as an employee so you can assign them their custom role. Learn how to add an employee to Humi.
Important note: Do not sync to Humi Payroll
When adding the consultant as an employee in Humi, DO NOT switch on the Humi Payroll switch if you're not intending to pay them through Humi Payroll. Only employees paid through Humi Payroll can be added to Payroll reports.
When adding the consultant to Humi, on the third step "Onboarding," remove the "Employee" role and click the "+ Add" button to select the custom role you created for them as shown below:
The consultant will still need to complete the onboarding process, however, the information entered during the onboarding doesn’t need to be their real information.
Unfortunately, at this time you can't bypass any of the mandatory fields, so instead, they can just enter anything that meets the requirements of these fields. For example, they could enter 123456789 as their SIN, a fictitious address etc.
That's it! You're ready to add contractors or consultants to Humi whenever you need to. Use the links below to learn more about what you can do with the People module.