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On this page:
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- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields below)
- Click 'Save' to save the contractor
The details captured for each contractor may vary slightly between each system configuration. Fields marked with * are mandatory.
Definition of Fields
There are a range of filters that can be used to categorise contractors. These can assist when filtering or sorting contractors and can be edited via the Settings tab.
| Name | Definition | |||||
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| Company | Enter contractor company name | |||||
| Company Classification | Select classification to determine required documentation contractor Company needs to submit Refer to the Contractor Self-Service page in this user guide for more details. Note only one classification can be selected | |||||
| Company Category | Select contractor category(s) For example: Civil & Mining, Construction, Disability Services Note more than 1 category can be selected | |||||
| Description | Enter a description. This can include details such as specific works the contractor can complete etc | |||||
| Contact Name | Enter contact name | |||||
| Website | Enter website address | |||||
| General Email | Enter email to be used for notifications | |||||
| Phone | Enter contact number | |||||
| ABN/ ACN | Enter ABN or ACN | |||||
| Account Type | Select account type For example: cash, credit, 30 days, 90 days The account type can be determined by internal organisational processes NOTE: When contractor classification is not utilised, this field will be named 'Company Status' and used for pending, approved etc. | |||||
| Vendor | Enter vendor | |||||
| Manager | Select the manager from within the organisation who is responsible for managing the contractor Note the manager must have an existing profile within Lucidity HR | |||||
| Comments | Add comments throughout the lifespan of the contractor
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| Address Details | Enter address details | |||||
| Organisation Details | Select organisation details, such as the division the contractor works for Note more than 1 can be selected for each organisation category | |||||
| Contacts | Add all contacts associated with the contractor. These will normally be the employees from the contractor who liaise with the organisation.
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| Upload File | Upload any documentation relevant to the company, such as ABN documentation Note this will not include specific documentation that is required to be filed individually (these will be held in the 'Document' section)
Refer to the Uploading Files in Lucidity Modules user guide page for more details.
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| Company Types | Is a Contractor Company will be ticked by default - this ensures the company appears in the Contractor module (if a company is purely for use within Lucidity Induction add the company via Access or Induction and untick this option) |
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| Warning | ||
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Deleting a contractor cannot be undone - always use the delete function with caution. It is recommended contractors are archived rather than deleted. Deleting a contractor will also:
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Managing Contractor Employees
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