Overview
With Contractors add-on you can streamline the process of managing your suppliers, request documents and track 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 where you can manage your contractors and contractor settings.
To use this module, ensure you have allocated the right group permissions for your users that will be using this feature.
Adding a New Contractor Company
With the VMS 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)
Login 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 on creating a new company
Include the Contractor Company details for your records
Nominate a main contact person for the Contractor Company
If you invite the Contractor Company to manage their own account they will be emailed an invitation link and be required to create a password to login (their username will be the main contact persons email address). This will allow your Contractor Company to
Update their Contractor Company details
Update their own details (account info)
Add their own users aka inductees (typically employees/contractors) and issue sign-in options
Option 2 - Import Contractor Companies
Save time and import multiple Contractor Companies with one simple CSV file upload. This will populate your Contractor Companies automatically. You can then manually edit them and/or invite Contractor Companies to manage their own records.
Login to your Teamgo web dashboard
Navigate to Manage Contractors
On the Contractors page select the IMPORT icon next to New Contractor
Upload your companies 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.
Use the provided documentation on screen to automate completion of data fields.
Option 3 - Invite Contractor Companies
Save time and invite Contractor Companies to complete their own account with you. This can save you time and also provide additional benefits to suppliers such as adding their own workforce, issuing QR codes for sign-in and viewing reports.
Login to your web dashboard
Navigate to Manage Contractors
On the Contractors page select Email Icon (invite)
Complete the fields shown following the on screen instructions
When invited, your Contractors Companies will get an email from Teamgo with a link to follow and complete their own 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 Contractors module please get in contact with our support team.