You can add a contractor in ContractorOS to keep track of their documents and ensure they meet compliance requirements for work at your site.
Who can use this feature?
Note:
If you are on the Advanced tier, vendors can add their own contractors. To learn more, see Add a contractor to the Vendor Portal as a vendor.
Add a contractor
- From the left sidebar in ContractorOS, click Manage, then select Vendors.
- Select the vendor that you want to add the contractor to.
- Select the Contractors tab.
- Click Add Contractor to open the "Contractor Details" window.
- Enter the contractor’s Name, Email, and (optional) Phone Number, then click Next.
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On the Assign Tasks step, select the tasks the contractor must complete, then click Next.
Note:
If you do not see the task you want to assign, see About assigning tasks to contractors for more information.
- On the "Document Notification" step, follow the instructions for your ContractorOS tier:
- Advanced tier: ContractorOS automatically sends an invitation to the contractor to sign up for a Vendor Portal account. Click Next to continue.
- Essentials tier: (Optional) If you do not want to send the contractor an email requesting the documents, turn off Send email to vendor to request selected documents, then click Next.
- Click Done.