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Onboarding workflow for subcontractors
Who is this article for?Users who want to learn more about onboarding workflow for subcontractors.
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This article outlines a suggested onboarding workflow for entering new people (typically subcontractors) into Lucidity. This workflow is suitable when the user is required to self-register via Induction and no further action is required. You can download and adjust this page to suit specific business requirements.
1. Onboarding workflow for subcontractors
| Responsibility | Lucidity Module | Task | Notes | User Guide Links |
|---|---|---|---|---|
| 1. Business Decision | N/A | Communication provided to Contractor with instructions on how to self-register and complete training. | This can be managed by sending the communication to the Contracting company, who is then responsible for passing onto their staff as required. Ensure comms include help numbers - subcontractors should not be contacting Lucidity for assistance. | Lucidity Contractor Onboarding Comms Pack |
| 2. Lucidity Admin | Induction | Ensure Company name is added and available for selection. | The company name can also be added in Access or Contractor. | Add New Company |
| 3. End User | Induction | Self-register and complete all required induction training. | Self-Registration and End User Guide | |
| 4. Business Decision | Induction | Track induction completion and follow up if not completed. | Could be managers, recruitment, HR, or training responsibility. | Induction Records |
| 5. End User | N/A | Commences work. |