Managing Contractors in ContractorOS

Introduction

Contractors are employees of external, third-party companies that who your Site hires to perform work.

Managing your Contractors and ensuring that they have all the required documentation to comply with your Site's requirements is an important component of your role as a Site Administrator in ContractorOS.

 

How To View Your Contractors 

To view a list of Contractors that have registered for your site:

  1. Login to ContractorOS
  2. Click the Manage Button
  3. Click "Contractors"

You will see a list of Contractors that are currently active, as well as details such as their Vendor company name the Sites they are assigned to, their email and phone number. 

Note: As a Site Administrator, you cannot invite a Contractor directly. Instead, you invite Vendors and assign them Seats, and the Vendor is responsible for inviting and enrolling their Contractors. 

 

How To Manage Contractor Details

Click into any Contractor record to open the Contractor details page. Here you will see the Contractor's Compliance Status, as well as all the Status of all Tasks assigned to this Contractor. 

On the Contractor Details page, you can take the following actions:

  • Click Edit Details if you need to update the Contractor Details, such as the name, , email, and phone number. Be sure to hit to save your changes.

 

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