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How Do Set Up Subcontractor?


A subcontractor refers to an external organisation engaged to carry out work on behalf of a company.


The Subcontractor module is used to record subcontractor details and monitor their compliance within the system. Once a new subcontractor is added, their information is stored and can be accessed and edited by administrators.


Subcontractors are provided with access to the system via a dedicated portal. Upon being registered, they receive an automated notification containing a link to complete their registration. This grants them the ability to upload their required compliance documentation, manage their workforce, view job allocations, and access other relevant parts of the system.


This article includes step-by-step instructions on how to set up a Subcontractor.


  1. On the left side menu, go to Subcontractors.
  2. Click +New Subcontractor.
  3. Enter the Subcontractor Name, Contact Name, Contact Email and Phone Number.
  4. Choose the Subcontractor Type from the dropdown options.
  5. Select Location(s) and Project(s) from the dropdown options.
  6. Click Save & Submit.


This is required before you can add a Subcontractor:

  1. Create the Subcontractor Type
  2. Set up Locations
  3. Set up Projects
  4. Set up Notifications


  1. A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name, contact name, contact email, subcontractor type and location.


  1. A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. phone and projects.


Other Options:

Under the dropdown options, you will see an option to add more subcontractor types, by clicking the Here button highlighted. This will take you to the subcontractor types section - be cautious that when you click this button, the details you have entered will be deleted.

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