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      How to create a Contractor Business Type in SecurePass

      Contractor Business Types is a useful tools that allows organisations to set the Mandatory requirements, Contractor Businesses and Employees must meet in order to sign on.

      Creating a Contractor Business Type in SecurePass is an important and useful step to assign and manage the documents required for a contractor business and its employees.

      These documents if they have been marked as Mandatory must be in placed in the system before they can successfully sign into a client site.

      • Its important to establish if documents are required on either the company level or individual employee level   

      • Contractor Business Type can only be created by System Admins. 

      Please ensure that you have consider using this feature, BEFORE inviting Contractor Business Admins  

       

       

      How to create a Contractor Business Type 

      A site admin can create a Contractor Business Type in SecurePass by following the steps below:

      1. Log into the SecurePass Admin portal dashboard.
      2. From the homepage, navigate to the ‘People’ menu > Contractor.
      3. Click the ‘Contractor Business Types’ button.

      How to set Mandatory Requirements for Businesses

       

      1. Click the ‘New Contractor Business Type’ button.
      2. Input a name for the Sector/Industry.
      3. Add the Contractor Business Requirements.
      4. Add the Contractor Business Employee Requirements.
      5. Click the ‘Save’ button.


      How to assign a Contractor Business Type to a contractor business:

       

      1. Go to any contractor business that has been created by clicking its respective ‘Edit’ button.
      2. In the contractor business profile page, select a value to assign in the ‘Contractor Business Type’ field.
      3. To save, click the ‘Save Changes’ button.
      4. Wait for the page to automatically refresh itself.
      5. Check the ‘Documents & Dates’ table to ensure that the documents required under the assigned Contractor Business Type are properly listed.

      Tips for Success 

       

      • HealthSafe recommends that you establish and create your contractor business type BEFORE you invite Contractor Business Admin. That gives them the structure in terms of documents that need to be uploaded 

      • Once you have established your Contractor Business Type, please do not change the Business Type again. This has the potential for loss of already uploaded documents. An alert message will be raised asking for confirmation.  

      • For further assistance or questions regarding SecurePass  please contact our support team at Submit a support ticket (healthsafe.co.nz).