On this page:
COMPANIES
Integration with Lucidity Applications
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:
Lucidity Access (note companies created in the Access module must have the 'Is Contractor Company' ticked in order to appear in the Contractor module)
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.
From the Companies page, administrators can:
- View all companies listed in the entire system
- Manage basic contact details for companies
- Add, edit and delete companies
- Export lists of companies to Excel
Add New Company
Video
Lucidity Induction: Add New Company
To add a new company, from the Companies page:
- 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 |
Edit Company
Video
Lucidity Induction: Edit and Delete Company
To edit a company, from the Company page:
- Locate the specific company using relevant filters
- Click the company or 'edit' to the far right of the record
- Adjust fields as required
- Click 'Save'
Delete Company
To delete a company, from the Company page:
- 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
Deleting Companies
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
An Excel list report is available from the Companies page. Reports will reflect filtered search options as displayed on the lower half of the Companies page.
To generate a report, from the Companies page:
- Click 'Show Filters'
Select the relevant filters
- Click 'Filter'
- All results will be displayed at the bottom of the screen
Click 'Excel Export' to generate this report into Excel
