> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://staging.chrisp.chat/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Contractors in COUNT: Everything You Need to Know

COUNT gives you a powerful, streamlined interface to manage contractors with ease—from onboarding and compliance tracking to time entry and payment summaries. Whether you’re handling one contractor or a full remote team, here’s how you can manage it all inside the ****People & Contractors**** section.

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## Overview of the Listing Page

The ****People & Contractors**** page is your central dashboard to view and manage all workers—including Employees, Contractors, Volunteers, Donors, and Others.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/7/c/e/47ce5c0d27385c00/74d28856-bfc2-4189-aee6-59c62e_1g63cfh.png)

* ****Tabs & Filters****: Use category tabs (like “Contractors” or “Employees”) or the ****“Show Contractors (1099 only)”**** toggle to quickly narrow your view.
* ****Search & Role Filters****: Search by name or use the dropdown filter by Role (e.g., Sales Rep, Time Tracking) to focus on specific users.
* ****Key Info Displayed****:

* ****Name & Contact Info****
* ****Type**** (e.g., Contractor)
* ****Group**** (if assigned)
* ****Roles****: Shows which workforce features are active—like ****Expense Reporting****, ****Time Tracking****, or ****Sales Rep****.
* ****Total Spend YTD****.
* ****1099 Eligible.****
* ****Status.****
* ****Manage.****
* ****Actions:****

✉️ Email the user  
🔗 Green link icon indicates account setup is complete  
📄 View or edit details

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## Viewing Contractor Details

Clicking on any contractor row opens a detailed profile with:

* ****Contact Information****: Name, email, phone, and mailing address.
* ****Tax Details****: Including 1099 status and relevant compliance fields.
* ****Compensation Info****: Role, pay type (hourly or salary), and wage.
* ****Workforce Feature Toggles****: Shows whether Time Tracking, Sales Rep tracking, or Expense Reporting is turned on.
* ****Notes Section****: For storing any internal comments.

Only the ****People & Contractors**** page allows you to edit contractor details—ensuring centralized control over workforce records.

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## Managing Time with Timesheets

If Time Tracking is enabled, you can click into the ****Timesheet**** tab for any contractor to view or enter logged hours:

[![](https://storage.crisp.chat/users/helpdesk/website/-/6/0/5/5/60554b7ecbf48c00/1687a22d-d523-4484-907f-ded2c4_1hqbwto.png)](https://storage.crisp.chat/users/helpdesk/website/-/f/c/f/6/fcf6ef732e213000/36b582e4-a42d-4e64-84ef-3e3f28_1pyi9yc.png)

### Weekly View

* Displays the current week’s date range (e.g., May 04 – May 10)
* Shows:

* ****Total Hours****
* ****Billable Hours****
* ****Unbillable Hours****
* Daily breakdown across Sunday–Saturday
* Add new rows by selecting a ****Project**** and ****Service**** for each entry.

### Full Report View

Click ****“View Full Report”**** to:

* Filter by ****date range****, ****project****, or ****service****
* See total hours worked, payables, and breakdowns across time periods
* Export or print for audits or payroll processing

### Pro Tips

* ****Use Roles to Sort:**** Assigning roles like Sales Rep or enabling Expense Reporting makes it easy to segment your workforce.
* ****Monitor Activity:**** Use the Active toggle and Paid YTD to spot inactive or unpaid contractors quickly.
* ****Confirm Setup:**** Look for the green chain link icon in the Actions column to confirm a contractor has completed their account setup.

By centralizing contractor management in one intuitive interface, COUNT ensures you stay compliant, collaborative, and efficient—no spreadsheets or back-and-forth emails required.