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How do I add a Contract and assign it to a cleared personnel?
How do I add a Contract and assign it to a cleared personnel?

What are the steps to assign a contract to an employee?

Written by Peter Akeley
Updated over a week ago

Managing Contracts is now an easy task in ThreatSwitch. You now have the ability to add as many Contracts as needed and associate them with the appropriate cleared personnel in ThreatSwitch. Below are the steps you need to take to create a Contract and add the appropriate personnel. 

  1. Log into your TSW account and select the "Administration" icon, once selected you will be able to view all current "Contracts"

  2. To add a new contract, select "Add Contract". You can also view and update any existing contracts. 

  3. Complete the required fields in order to successfully create a contract in TSW

  4. The fields that are required are: Type, Contract Number, Contract Name, and Facility. Please note: you will need to add the Facility in ThreatSwitch before creating a Contract. Want to learn more? Check out this Support Article: How do I Add Facilities to TSW?

  5. Click Save and you have successfully created a new Contract!

Once you have the contract in TSW, the next steps will be adding the correct cleared personnel to the contract. Please note: you will only be able to add employees that are associated with the same Facility as the Contract. 

  1. Select the Contract you need to add the cleared personnel to

  2. In the Contract, select the 'Personnel' tab. This is located next to the 'Details' tab on the top of the page.

  3. Click 'Add Personnel' on the right side of the page. You can also remove people from the contract by selecting the associate(s) and clicking 'Remove Selected'

  4. Once you select 'Add Personnel' you have multiple ways to add people to the contract; searching by name, using a filter, or simply selecting one-by-one. 

  5. Click 'OK' and then Congrats! You have added personnel to the contract.

Fun Fact: You can add Contracts to an associate through their Employee Profile. 

Did you know?: If an associate is not appearing under the contract, you will need to add the Facility/CAGE code to their account. Not sure how? No worries, check out this Support Article: How can I assign multiple CAGE Codes to an Employee?

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