Contractors

Our Contractors module is a chargeable add-on module within Engage. If you are interested in learning more about this module, please email support@engagesolutions.co.nz for more information. 

The Contractors module allows you to store all of your contractor information, including documents, reviews, and workers, in one easy to access place. 

Please note this article reflects V1 of the Contractors Module; V2 will be released in the coming months. 

Setting up Your Contractor

In order to be able to see Contractors and input data, you must have the relevant Contractor authority assigned. To learn more about Authorities, click here.

Please note, those with Admin: Companies authority automatically have the Contractors authority included. 

To set up your Contractor, click on Contractors / Contractors / “Create Contractor”. Fill in the relevant information, please note that fields with a red asterisk are mandatory. 

The document fields are mandatory at this stage, but if they are unavailable on the time of upload, simply click the Not Available field as required.

Once your Contractor has been saved, they will then appear on the listing screen. You can View or Edit as required.

When you would like to make a contractor inactive, you simply need to Edit and change the Status to Inactive. You are able to revert this again at a later stage as required. To access Inactive Contractors, change the drop-down to include ‘Inactive’.

Adding Workers

To add Workers to a specific contractor, click “View” next to the relevant contractor and then go to the Workers tab and click on the “Create Worker” button. 

Fill in the relevant form. Once saved, you are able to Update their details at a later stage as and when required.

If you need to make a worker Active or Inactive, simply Edit their profile and change their Status to the requirement.

If you would like to add an induction for a specific branch against their profile, you can click on 'Update Branches' next to their name, select the applicable branch for their induction, and then input data regarding their induction date, evidence document, and their induction expiry date. Once you click on Submit, the induction data will be saved against the worker. 

Contractor Reviews

You are able to create Contractor Reviews against any of your created Contractors. To create a new contractor review, click “View” next to the relevant contractor, go to the Reviews tab, and click on “Create Review’.

Fill in the relevant fields, you will have a reminder on your Contractors Dashboard if the review is upcoming. You will also be able to update and include additional notes or documents at a later stage as required.

If you click “View” next to the Contractor Review, you can see the information at a glance, create and assign Actions to individuals relevant to the review, add or view Documents, as well as view the Change Log which captures any changes made.

Documents

When you create a new contractor, you are asked to include various documents if they are available. Once uploaded, these are accessible via the Documents tab when Viewing a contractor. From here, you can also add additional documents by clicking on the “Add New Document” button. You will need to select which type of document you are uploading from the drop-down.

If a document is required to be reviewed, you are able to set a document Active / Inactive using the option on the side bar. Documents that have an expiry date will appear on the Contractors dashboard. 

Contractor Dashboard

The Contractor Dashboard shows information regarding any Upcoming Reviews, expiring documents, open Actions, as well as a list of non-inducted workers. Only those that have the Contractors: Manage authority have the ability to view this information. 

If you have any further queries about Engage or Contractors, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.