- 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.
- Allergy information allows you to capture and allergy information for ay of the contactors that will be on site.
- When you are done, click the green save icon in the top right corner.
