To manage subcontractors, you need:
Permission level: Partner Manager
Cinode module: Partner
Adding Subcontractors
When you add a subcontractor, their Cinode account is created automatically. You can either:
Send a welcome email so they can update their own profile.
Manage the profile directly without sending an invitation.
Steps to Add a Subcontractor
Go to Partners > Subcontractors in the left-hand menu.
Click the ‘+’ button.
Enter the required details and select Save.
Recommended fields to complete:
Email address – used as both contact information and login username.
Name and title.
Tariff per hour (rate) – helps compare subcontractor rates with your offered rate in the matching view.
Temporary password – allows the subcontractor to log in and update their details.
System language – defines menus and tooltips.
Profile settings – ensure “Create a profile” is enabled and choose the subcontractor’s primary profile language.
Note: Cinode does not send login details automatically. If no invitation is sent, you must manually share the login URL, username, and password with the subcontractor. They can reset their password via the Forgot password link on the login page.
Subcontractor Profiles
Subcontractors can update their profiles with:
Assignments and skills
Availability
Responses to role requests
As a manager, you can:
View bookings and availability
Match subcontractors to roles
Create CVs using your company’s templates
Add internal events (e.g. meeting notes, tasks, general notes)
Upload images, attachments, or agreements
Managing and Viewing Subcontractors
Overview Tab
Provides a summary of:
General information – name, email, phone, tariff.
Current events – meetings, calls, notes.
Resumes – preview, edit, and manage all CVs.
Current roles – confirmed and preliminary bookings.
Availability – time periods and availability percentage.
Other Tabs
Events – all past, current, and upcoming events.
Roles – all past, current, and upcoming roles.
Profile – subcontractor profile data used for resumes and skill searches.
Images – upload and manage profile photos.
Attachments & Links – upload contracts, files, or relevant web links.
Tags
Use tags for internal filtering and organisation (e.g. by geography or industry). Tags are not the same as skills and are only visible inside Cinode.
Custom Fields for Subcontractors
Custom Fields let you add your own organisation-specific fields to subcontractor records, in addition to the standard fields. You can use them to capture information that matters to your business, and use that data for filtering, sorting, lists and exports.
Custom Fields for subcontractors are set up by an Administrator under Administration > Process > Custom fields > Subcontractors.
For more information on field types and how to create and edit fields, see Custom Fields.
Matching and Assignments
Match subcontractors to roles under the Matching tab of a role.
Assign roles to subcontractors in the same way as employees.
View assignments in Planner > Timeline > Subcontractor view.
Converting Subcontractors to Employees
You can convert a subcontractor to an employee:
Go to the subcontractor’s Overview page.
Click Convert (top right).
The person will then be listed under Organisation > Employees instead of subcontractors.
Removing a Subcontractor
Warning: Removing a subcontractor permanently deletes their profile, resumes, events, attachments, and all role bookings (past, ongoing, and future). This action cannot be undone.
Go to Partners > Subcontractors.
Use the filter to find the subcontractor.
Click the three dots next to their name.
Select Remove.
Confirm by typing the subcontractor’s full name exactly as registered in Cinode.