Subcontracting request

As a contractor administrator, you must request a subcontracting request when a whole task or part of it, is going to be subcontracted to another company.

The list of subcontractor requests appears. By default only appear those that are in the state:  Unprocessed

Allows you to create a subcontractor request.
Allows you to cancel a subcontracting request.
Allows you to see all the requests made by the user.
Generates a report in Excel with the list of requests.

1. Subcontractor registration request

To request a subcontract registration, you must press   immediately afterwards the subcontract registration request tutorial will begin.

1. Find a company you want to outsource.

2.  Selection of the company to subcontract. If you have already outsourced it on other occasions, it is shown in the list of companies.

If it is the first time that you are going to subcontract to that company, you must press the Add button.

2.1. Only if in the previous case, by clicking Add, it will also ask for information about the subcontractor such as the name, VAT number and country of the company.

3. Details of the company manager

There must be at least one manager for this new company.

If you are going to manage this company press the button I will manage this company myself.

If the company already has a manager, you can skip this step.

If you want to add more than one manager, fill in the details and click the Add manager button.

Repeat this step as many times as you want to create managers.

When finished press the Next button.

4.  Selection of task / tasks to be outsourced

You must select on which tasks the company will act as a subcontractor. If you are going to outsource this company on multiple tasks you can select several at once. Once selected, press the Next button.

5.  Summary of the petition

The last step is a summary of the request where the data that has been entered throughout the tutorial is indicated.

You must press the Save button to send the request.

The subcontract registration request implies sending an e-mail both to the contract manager that carries it out and to the managers of the contract to be subcontracted.

In certain clients, they are also sent to those responsible for the center. Until you receive a second email confirming that the request has been Processed, this request is not in production.

Once the registration request has been requested, it is registered in the list of subcontracting registrations.

2. Cancel petition request

It allows canceling the registration requests that are still Unprocessed, you must first select the request to cancel.

Select the request to cancel and pres.

You can also cancel a registration request, selecting the one (s) you want from those available and pressing the corresponding button on the task bar.

3. Show all requests

Allows you to see all the requests made by the user