Add a contractor from the Health and Safety Workspace
Add a contractor worker to a company listed in the Health and Safety Workspace workspace.
About this task
A new contractor can be added to an existing contractor company in the company list that can be viewed in the Health and Safety Workspace.
For more information about adding a contractor company, see Add a contractor company from Health and Safety Workspace
Before you begin
Role required: sn_hs_crm.contractor_coordinator
Procedure
Navigate to All > Health and Safety > Health and Safety Workspace.
Add a contractor.
| Option | Steps |
|---|---|
| From a contractor company record |
Note: A list of all users with the [snc_external] role is displayed. Selecting a user from this list creates a Health and Safety profile for them and add them to the contractor company.
|
| From Health and Safety user profile list |
Note:
Note: If the company isn’t selected, the Health and Safety profile for the contractor is still created with the correct roles to access to the Contractor Service Center, but the contractor doesn’t appear under any contractor company. |
Result
- The contractor is added to the workers tab of the contractor company with the correct roles.
- An email is sent to the contractor with the log in user name and password and a link to access the Contractor Service Center.
What to do next
You can assign a task to the contractor or upload any documents obtained from the contractor to complete the onboarding for the contractor.
- For more information to assign a task to a contractor, see Assign a task to a contractor worker.
- For more information to add a document for a contractor, see Add a document to a contractor worker.
- To configure the Health and Safety profile for a contractor, see Assign Health and Safety profile to a contractor worker.