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- From the contractor module and using the left-hand navigation panel, click ‘People’.
- Then click ‘Contractors’.
- This will take you to the ‘Contractors List’. To add a new contractor, click the is symbol in the top right corner.
- To create a contractor, you start adding a ‘Frist Name’ and ‘Surname’.
- The only other mandatory field is the ‘Company Field’. Use the drop down to select the company they will be attached too. To create a company, please see this guide.
- If you want to be able to send an induction or request any documents from the contract, then you will need to add an email address.
- Please note that the other fields are optional, ‘Vehicle Registration’, which will appear on the pass, if required. ‘Phone number’ is only for gathering information purposes.
- When you are done, click the green save icon in the top right corner.
- From the contractor module and using the left-hand navigation panel, click ‘People’.