The Hiring Clients page allows you to manage your relationships with hiring organizations, view assigned profiles, monitor approval statuses, and respond to connection requests.
From this page, you can connect with new hiring clients and review the requirements needed to become approved to perform work.
1. Hiring Clients Overview
At the top of the page, four summary tiles provide an overview of your hiring client relationships.
Summary Tile | Description |
Total Clients | Number of hiring organizations connected to your account, including pending requests. |
Active Profiles | Number of active profiles assigned to your company across hiring clients. |
Pending Actions | Items requiring your attention, such as connection requests. |
Issues | Identifies issues associated with your hiring client relationships. |
These tiles provide a quick snapshot of your hiring client connections and any items requiring attention.
2. Connect with a New Hiring Client
To connect with a hiring organization:
Click + Connect New Client in the upper-right corner.
Search for and select the hiring organization you wish to connect with.
Follow the prompts to complete your connection request.
Once connected, the hiring organization will appear in your Hiring Clients list.
Note: You can connect with multiple hiring clients through your ContractorXchange account.
3. Respond to Hiring Client Connection Requests
Hiring organizations may also send your company a connection request.
When a request is received, it will appear in your Hiring Clients list with two options:
Accept Request: Accept the invitation to connect with the hiring client.
Decline Request: Decline the invitation.
To accept a request:
Locate the hiring client in your list.
Click Accept Request.
Once connected, review the assigned profile and its requirements.
Tip: Use the Needs Attention button to quickly identify requests or other items requiring action.
4. Search and Filter Hiring Clients
Use the search bar and filters to locate specific hiring clients.
Search Hiring Clients: Find a hiring organization by name.
Status: Filter clients by connection status.
Approval Status: Filter clients based on their assigned approval statuses.
Needs Attention: Display hiring clients with items requiring action.
Clear All Filters: Reset your filters to display the full list.
5. Understanding Your Hiring Client List
Each hiring client is displayed in a separate card showing important information about your relationship.
Hiring Client Name
Displays the name of the hiring organization.
Click the Hiring Client Name to open its details and review your assigned profiles, tasks, and messages.
Assigned Profiles
Each hiring client card displays the number of profiles assigned to your company.
Profiles contain the specific prequalification requirements established by the hiring client.
Your company may be assigned to more than one profile, depending on the work you perform.
Approval Status
Each profile displays its current approval status.
Status | What It Means |
Not Set | The hiring client has not yet assigned an approval decision. |
Approved | Your company has been approved under that profile. |
Provisionally Approved | Your company has received conditional approval. |
Not Approved | Your company has not been approved under that profile. |
Suspended | Your approval under that profile has been suspended. |
Important: Your approval status is specific to each assigned profile. Being approved under one profile does not automatically mean you are approved under another.
Open Tasks
Each hiring client card also displays whether you have any outstanding tasks.
For example, No Open Tasks indicates that there are currently no open tasks assigned by that hiring client.
Connection Date
Displays when your company connected with the hiring organization or when a connection was requested.
6. Review Your Hiring Client's Requirements
To review the requirements associated with a hiring client:
Click the Hiring Client Name.
Locate the Profiles section.
Select View beside the applicable profile.
Review your questionnaire and document completion status.
Complete any outstanding requirements.
Each profile provides a breakdown of the questions and documents required by that hiring client.
Remember: Completing your questionnaire and submitting your documents helps you meet the hiring client's prequalification requirements. Your hiring client is responsible for determining your approval status.
Keeping Your Hiring Client Connections Up to Date
We recommend reviewing your Hiring Clients page regularly to:
Accept new connection requests.
Monitor approval statuses across your assigned profiles.
Review and complete outstanding tasks.
Check for additional questionnaire or document requirements.
Stay informed about your hiring client relationships.
Need Assistance?
If you need help connecting with a hiring client or understanding your assigned profile requirements, contact the ContractorXchange Support Team using the Help Chat icon in the bottom-right corner of your screen.