| Panel | ||||
|---|---|---|---|---|
| ||||
On this page:
|
...
COMPANIES
| Info | ||
|---|---|---|
| ||
Contracting Companies can be managed from Lucidity Contractor, Lucidity Induction and Lucidity Access. Each Lucidity application serves a difference purpose but all edits and changes made to the basic company field will be reflected in all 3 locations. Refer to the relevant user guides here: |
The Companies page is where administrators can add and manage external companies that conduct work for the organisation. All companies will then appear in the self-registration screen (if enabled) in a drop-down list for users to select which company they work for.
...
- Click 'Add New'
- Complete the fields (see table 'Definitions of Fields' below)
- Click 'Save' to save the company
- Users will now be able to select the company from the self-registration drop-down list (if enabled)
The details captured for each record 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 |
|---|---|
| Name | Enter contractor company name |
| Description | Enter a description. This can include details such as specific works the contractor can complete etc |
| Contact Name | Enter contact name |
| Contact Number 1 | Enter the primary contact number |
| Contact Number 2 | Enter the secondary contact number |
| Website | Enter website address |
| General Email | Enter email to be used for notifications (these will only be generated from Lucidity Contractor) |
| Phone/ Fax | Enter contact and Fax number |
| ABN/ ACN | Enter ABN or ACN |
| Company Category | Select contractor category(s) For example: Civil & Mining, Construction, Disability Services Note more than 1 category can be selected |
| Company Classification | Select classification to determine required documentation contractor company needs to submit This list is managed via the Settings page in Lucidity Contractor Refer to the Contractor Classification & Self-Service page in the Lucidity Contractor User Guide for more details. |
| Company Status | Select company status For example: Approved, Not Approved, Pending, Under Review The contractor status can be determined by internal organisational processes and is managed via the Settings page in Lucidity Contractor |
| Vendor ID | Enter vendor ID |
| 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 |
| Sync ID | Enter sync ID (can be used for syncing with external systems) |
| Address Details | Enter address details |
...
- Locate the specific record using relevant filters
- Click 'Actions' to the far right of the record
- Click 'Delete'
- In the pop-up that appears, click 'Delete' to completely delete the company from the system
| Warning | ||
|---|---|---|
| ||
Deleting a company cannot be undone - always use the delete function with caution. Any company deleted in error will need to be recreated. |
Generate Reports from the Company Page
...