How to Activate Contractors?
Individual Registration:
Enter the administrators’ platform.
Click on the Team section.
Then, select Add person.
Enter the contractor's personal information and click Next.
Next, complete the information about the contractor's position and continue.
Now, indicate whether the contractor should have a benefit assigned. If so, complete the benefit information; otherwise, select Create.
That is it! You will have added a new contractor.
Please note that the start date refers to the day on which the contractor will receive the points in their Atlas account, as well as the welcome email with the access credentials to it.
Step-by-step with images:
Click on the "Team" section.
Then, select "Add person."
Enter the contractor's personal information and click "Next."
Complete the information about the contractor's position and continue.
Indicate whether the contractor should have a benefit assigned. If so, complete the benefit information; otherwise, select "Create."
Registration with CSV:
Enter the administrators’ platform.
Click on the Team section.
Then, select Add from CSV.
Next, download the CSV template and add the information of the contractors you want to register in Atlas. Make sure the contractor data follows the exact order indicated in the CSV file.
Then, upload the file and click Upload people. That is it! You will have added contractors through the CSV.
Step-by-step with images:
Click on the "Team" section.
Then, select "Add from CSV."
Download the CSV template and add the information of the contractors you want to register in Atlas
Attach or upload the file and click "Upload people." That is it!