Every Contractor must have a least one employee.
Creating an Employee
From the Contractors main page
- Select the Contractor you want to an Employee to, the details will appear in the right hand side of the screen.
- Click 'Employees' Tab
- Click 'New Employee'
Record Employee Details
- First Name: Enter the first name of the new Employee - THIS IS A REQUIRED FIELD
- Last Name: Enter the last name of the new Employee - THIS IS A REQUIRED FIELD
- Email Address: This is the email address that will be emailed when an Employee Certificate is due for renewal - THIS IS A REQUIRED FIELD
- Mobile Phone: Enter the mobile number of the new Employee - THIS IS A REQUIRED FIELD so that the system can send an SMS if you are using our Contractor Entry solution.
- Status: By default the status will be 'Active' however if you want to disable an Employee you would change this status.
- Create new login for Employee?: Tick this box for ERM to automatically generate and associate this Employee with a logon for the purposes of completing/uploading Certificate information via our Contractor Portal.
- Linked ERM User: Unless this Employee is a main contact or someone who would complete/upload Certificate information via our Contractor Portal, you can associate the user with 'None".
- Allow completion of company certificate forms: Tick this box if this Employee is a main contact or someone who would complete/upload Certificate information via our Contractor Portal.
N/B - we recommend that you DO NOT tick the box Send SMS link to Employee as a matter of course and only send it when required to sign off Work Order requests.