This article will walk you through the high-level steps necessary to establish your Contractor Management account. Once you have your account set up and verified, you can add contractors, create payables, and view contractor reporting.

Who should complete the Account Creation?

When setting up a Contractor Management account, an authorized representative (such as a controller or officer as designated by the company bylaws) must complete certain information.

Understanding the Account Creation Sections

Some fields will come from your existing company setup within the Global Work Platform, and some additional fields will need to be filled out.

Account type

The first section will ask you the account type you are setting up, along with the country in which your business is incorporated. This question will determine the type of validation requirements that will be used to verify your business and help ensure that the correct tax documentation is provided

For example, in the United States, businesses use an Employer Identification Number (EIN), while Canadian businesses require a Business Number (BN). This is also important in establishing the correct tax forms that will be necessary in the Customer and Contractor relationship.

Business Information

An authorized representative must enter your legal business name and select your tax classification, such as Sole Proprietorship, LLC, S-Corp, C-Corp, or Partnership. Depending on your Account type you will have to enter other information. In the United States, you'll also need to include your Employer Identification Number (EIN), your business industry, and your business email and phone number. Make sure to mention how many W-2 employees you have. Lastly, provide your business address and the state or territory where your company is incorporated.

Representative & Beneficial Owner(s)

Regulations require us to gather information from the Authorized Representative and any Beneficial Owners (if applicable). This includes their legal first and last name, job title or occupation, phone number, email address, and ownership stake in the business (which can be 0%). We’ll also need their date of birth, individual tax ID or Social Security Number, and personal address. Please note your Social Security number will used once for Anti-Money Laundering (AML) and Know Your Customer (KYC) checks and will not be stored in the system for security reasons.

How to activate Contractor Management

Step 1. From the Global Work Platform™ homepage, click Get Started under Hire and Pay Contractors.

Step 2. Review and accept the terms of service

Pebl has partnered with Wingspan to create the Contractor Management offering. In this popup screen, you will see the terms and conditions of Pebl and Wingspan.

Step 3. Complete Account Setup.

You will be directed into the Contractor Management account set up page in the Contractor Management App. This page contains multiple sections for your account set-up: Securing Account, Account Type, Business Information, and Representative & Beneficial Owners.

Step 4. Continue past the Payroll funding method.

You have already entered your payroll funding as part of your customer setup in the Global Work Platform. You will not need to enter this information again.

Step 5. Enter payroll schedule and payables settings.

The Payroll schedule and payables settings are used to automatically process payments sent as payables or to pay invoices.

Step 6. [Optional] Complete your business profile.

This information is beneficial in helping contractors verify your business and provide more information to them when they are invited.

Step 7. Hit Continue to start your verification process

Once you hit continue, your details will be verified. This process may take a few minutes. Once verified, you will be able to start creating groups for requirements or inviting contractors.