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Change an Employee to a Contractor

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What’s the best way to handle changing a user from employee to contractor (or vice versa)?

I don’t see any way to toggle a setting on the user’s account.

Do I just archive the employee and add a new contractor user with the same name?

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hey Jim,

You can toggle user’s role from employee to contractor if you are editing the user (and not yourself). The radio option for employee vs contractor is the first item when you are editing a user. Let us know if you need further help with this.

Danny

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Hi Danny,

OK, I totally missed that. I think that there is a minor usability issue.

  • [Issue 1] radio buttons are usually organized vertically, not horizontally.
  • [Issue 2] this setting doesn’t have a name/label (note that all the other settings have a label in the first column)

Now, my next question is… what’s the difference between an employee and a contractor, from harvest’s perspective. Is this documented anywhere? I can’t seem to find any info about this.

Specifically, I’m curious whether contractors can be project managers. What can’t a contractor access (or do) that an employee can do?

Thanks,

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Bump…

What’s the difference between an employee and a contractor, from harvest’s perspective? Is this documented anywhere? I can’t seem to find any info about this.

Specifically, I’m curious whether contractors can be project managers. What can’t a contractor access (or do) that an employee can do?

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@JimKring The only difference is that a contractor cannot be a project manager or an administrator; an employee can. There are no other functional differences.

 
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