MANAGE USERS - INVITE PRINCIPAL CONTRACTOR
This is where Contract Managers invite Principal Contractors to make a submission to become a Principal Contractor.
Go to the Manage Users menu:
1. Select Invite Principal Contractor.
2. Enter the Principal Contractor's details, including selecting the risk level based on the Contractor Classification Form.
3. Tick the boxes where license and insurance documentation is required. When selecting the Principal Contractor country, the applicable insurance required for that country will be shown. For Sole Traders, Workers Compensation/Income Protection Insurance must be ticked.
4. Click File and upload the pre-populated Evaluation Form using the Contractor Evaluation Questionnaire-Hazardous Contracts, or the Contractor Evaluation Questionnaire-Low Hazard Contracts, whichever is applicable.
5. Click Invite.
The Principal Contractor that you have just invited will be shown in the Sent Invitations tab, along with other Principal Contractors previously invited.
Once the Principal Contractor is invited, they will receive an email notification with required actions such as entering their company details, completing the Evaluation Form, uploading relevant insurance and licence documentation and adding their employees. After the Principal Contractor completes and submits all these actions, the Contractor Manager will receive an email notification to assess the submission.
The approval of a Principal Contractor is done in the Manager User - Sent Invitations menu (see this menu for details on how this is done).
Manage Users - Invite Principal Contractor (for existing approved Principal Contractors)
This section covers how to upload Principal Contractors who are already approved on a paper-based system for example, and are already working at site. These are referred to as "existing" Principal Contractors.
Existing Principal Contractors can be uploaded individually (single), or in bulk.
To upload a single existing Principal Contractor:
Go to the Manage Users menu:
1. Select Invite Principal Contractor.
2. Enter the Principal Contractor's details, including selecting the risk level based on the Contractor Classification Form.
3. Tick the boxes where license and insurance documentation is required. When selecting the Principal Contractor country, the applicable insurance required for that country will be shown. For Sole Traders, Workers Compensation/Income Protection Insurance must be ticked.
4. Click File and upload the completed Evaluation Form.
5. Click Invite.
To upload a group of existing Principal Contractors:
1. Select Bulk Invite in the Invite Principal Contractor, Manage Users menu.
2. Select Bulk Invite Template. Enter all the relevant information in the template and save the document on your computer.
3. Upload your saved document or drag and drop your saved document into the space provided.
Once your existing Principal Contractors are uploaded into conTrac, they will receive an email notification.
