Overview
With the Contractors add-on, you can streamline the process of managing your suppliers, requesting documents, and tracking their sign-ins at the workplace.
Invite contractor companies to create an account and add their contact information
Contractor companies can add their own users, issue QR codes for sign-in, and have relationships with different organizations that use the Contractors module
Request Contractor Companies to upload documents and complete forms
Require documents from inductees
When the Contractors module is enabled, you will see a new option called Manage Contractors. This is where you can manage your contractors and contractor settings.
To use this module, ensure you have allocated the right group permissions to your users who will use this feature.
Adding a New Contractor Company
You can add Contractor Companies using the following methods
Manually add New Contractor Companies
Import Contractor Companies
Invite Contractor Companies
Option 1 - Create New Contractor Company (manual)
Log in to your web dashboard
Navigate to Manage Contractors
On the Contractors page, select the "+ New Contractor" button
Complete the New Supplier form and click Save
There are several important items to note when creating a new company
Include the Contractor Company details for your records
Nominate a main contact person for the Contractor Company
When you invite the Contractor Company to manage their own account, they will receive an invitation link and be required to create a password to log in (their username will be the main contact person's email address). This will allow your Contractor Company to
Update their Contractor Company details
Update their own details (account info)
Add their own users and inductees (typically employees/contractors) and issue sign-in options
Option 2 - Import Contractor Companies
Save time by importing multiple Contractor Companies with one simple CSV file upload. This will populate your Contractor Companies. You can then manually edit them and/or invite Contractor Companies to manage their own records.
Log in to your Teamgo web dashboard
Navigate to Manage Contractors
On the Contractors page, select the IMPORT icon next to New Contractor
Upload your CSV file and import into Teamgo
Importing Contractor Companies can be done with your own CSV file or by downloading and completing the CSV template we provide.
The import pop-up window shows the available data fields.
Option 3 - Invite Contractor Companies
Save even more time by inviting Contractor Companies to complete their own account.
Log in to your web dashboard
Navigate to Manage Contractors
On the Contractors page, select the Email Icon (invite)
Complete the fields shown following the on-screen instructions
When invited, your Contractor Companies will receive an email from Teamgo with a link to follow and complete their account. They will have limited features such as
Managing their Contractor Company details
Adding their workforce and issuing login/QR codes, etc
Viewing reports
Supplying documents
For further assistance with the Contractors module, please get in contact with our support team.