The Company record contains organisation-wide information, contacts, documents, notifications and configuration used across Engage.
Before you begin
You must have the Admin: Companies authority to view or edit Company settings.
Quick steps
- Go to Customer Admin > Organisation > Companies.
- Select View to access Company tabs, or Edit to change Company details and contacts.
1 Maintain Company details
The Company is normally created during implementation. Use Edit to maintain the Company information and key contacts.
2 Assign Company contacts
- Admin Employee Contact: the main Engage administrator used in selected emails and workflows.
- Health & Safety Employee Contact: can access Company incidents, Hazards and Feedback, and receives notifications for incidents recorded at Other locations.
- QA Compliance Contact: can access and investigate QA Events.
- Payroll Managers: may access employee documents shared with Payroll Managers.
- Asset Managers: can administer Company assets and receive maintenance expiry notifications.
- Hazardous Substance Managers: can maintain Company hazardous substance records.
- Over-allocation Action Approvers: can participate in configured Uniform approval workflows.
3 Use the Company tabs
Select View beside the Company to access Policies, Procedures, Certificates, Leave Balance Sheets, Organisation Chart, Critical Risks, Notifications and Quick Links.
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