Inviting Workers as a Contractor

Inviting Workers as a Contractor

In this video, I walk you through the process of inviting your workers as contractors once your account is set up. You can easily add workers by entering their name and email address, which will send them an invite to create their account. Additionally, I explain how to use the "add worker" feature to input their details directly into the system, including creating a password for them. It's important to gather relevant information, like a profile photo, to complete their onboarding. Please make sure to follow these steps to ensure your workers are set up correctly in the system.


 

1. Set Up Contractor Account 0:00

  • Ensure your contractor account is set up.

  • Familiarize yourself with the system's navigation.

 

2. Invite Workers 0:11

  • Navigate to the section for inviting workers.

  • Enter the worker's name and email address.

  • Click 'Send Invite' to send an email to the worker.

 

3. Worker Account Setup 0:24

  • The invited worker will receive an email with a link.

  • They can click the link to set up their account.

 

4. Add Worker Manually (Optional) 0:33

  • If you have all the worker's information, go to 'Workers' > 'Inductees'.

  • Click 'Add Worker' to enter their details.

 

5. Create Worker Credentials 0:44

  • Input the worker's name, email address, and create a password (e.g., John1234).

  • Keep a note of the password for future reference.

 

6. Notify Worker of Account Creation 0:56

  • After hitting 'Create Worker', the worker will receive an email with their login details.

 

7. Upload Worker Information 1:12

  • Once the worker logs in, you can upload all relevant information for that worker.

 

8. Capture Profile Photo 1:29

  • Obtain a profile photo from the worker if possible.

 

9. Finalize Worker Setup 1:40

  • Ensure all relevant information is captured for the worker.

  • Workers can now download the WorkSafety app.

 

10. Accessing Details 1:40

  • Workers log in to the app to access details relevant to their client and sites.



    • Related Articles

    • Re-invite Contractor or Worker

      In this video, I walk you through the process of re-inviting workers who haven't activated their accounts in our system. If you've sent out invites and a worker hasn't created their profile, you can easily resend the invitation email or copy the ...

    • Contractor Invite Worker Function

    • Navigating the Contractor Portal

      In this video, I walk you through navigating the contractor portal after setting up your account and adding your workers. You'll learn how to update important details like insurance policies, access training and induction information, and manage any ...

    • Setting up a new Contractor Account

      This is a video that explains how to set up a new contractor account. If you prefer to read through the steps, see the detail below the video. <br> Setting Up a Contracting Account for Work Safety 1. Create Your Contracting Account 0:00 ...

    • Managing Contractor Details and Document Updates

      In this video, I walk you through how to manage contractors' details and upload necessary documents on their behalf. Each contractor has their own profile where you can find all relevant information, including any issues or documents that need ...