Once you have done steps 1-6 of the new Contractor process you are in a position to send the contractor an email with a link to the Contractor Portal and have them upload any certificates you have flagged as being required.
To send this email:-
- Go to Facilities Central and then click on the Contractors link.
- Locate the Contractor and click to display the details on the right hand side of the screen.
- Click on the 'Invite Contractors' button
Below is the standard message that will be sent however should you wish to tailor this, please contact support@ermonline.com.au.
This email will be setup to send the first Employee listed under the Contractor's Employee tab who has the 'Allow completion of company certificate forms' box ticked within their Employee details.
The email link will remain live for 48hours.