Navigating the Contractor Portal

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 issues that arise in the workplace. I emphasize the importance of having all your documentation in the system and how workers can easily sign in and access necessary forms through the mobile app. Please ensure that your workers activate their profiles and complete any outstanding tasks. This will streamline our processes and enhance communication across the board.

Objective

This SOP provides a step-by-step guide for team members on how to effectively navigate and utilize the contractor portal for managing accounts and worker details.

Key Steps

 

1. Accessing Your Account 0:00

  • Ensure your account is set up and approved in the system.

  • Confirm that all your workers are listed under your contracting company.

 

2. Updating Insurance Policies 0:16

  • Navigate to 'My Account' to view your insurance policy details.

  • Update or amend any expiring insurance documents as necessary.

 

3. Managing Worker Profiles 0:33

  • Access the list of workers under your contracting company.

  • If you are the director, create a worker profile for yourself.

 

4. Signing In as a Worker 0:54

  • Remember to sign in as a worker when accessing the site.

 

5. Updating Worker Details 1:11

  • To change worker details, access the specific worker's account.

  • Update any necessary documents within that worker profile.

 

6. Accessing Inductions and Training 1:51

  • Check for any client-specific inductions or training listed in the system.

  • Ensure workers can access these resources.

 

7. Submitting Forms and Issues 2:12

  • Use the 'My Form Submissions' area to complete necessary forms.

  • Address any issues raised by clients in the 'Issues' section.

 

8. Accessing Documentation 2:36

  • Find safety data sheets and shared documents relevant to your client in the documentation area.

 

9. Using the Mobile App 2:57

  • Encourage workers to use the mobile app for easier access and sign-in.

  • Ensure they can view all necessary details and documentation.

 

10. Raising Issues 3:32

  • Workers can raise workplace issues directly through the app.

 

11. Managing Notifications 3:45

  • Check notifications for any pending actions or invites for workers.

  • Resend activation emails to workers who have not completed their profiles.

 

12. Final Overview 4:27

  • Review all company details, worker profiles, and site-specific information regularly.

Cautionary Notes

  • Ensure all updates are made promptly to avoid compliance issues.

  • Regularly check for expiring documents to maintain up-to-date records.


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