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Getting started with Lucidity Contractor
Who is this article for?Administrators who want to learn how to get started with Lucidity Contractor.
Administrator permissions are required.
This guide explains how to get started with Lucidity Contractor, a comprehensive platform designed to streamline the contractor onboarding process, encompassing employee induction, plant registration, and management of licenses, certificates, insurances, and pre-qualifications. For more information on Lucidity Contractor, please see Further reading.
1. Introduction
Lucidity Contractor can be used as part of a Contractor Onboarding process that includes employee induction, plant registration, and entry and recording of licenses and certificates. The system manages insurances, pre-qualifications and other key documents and can be used to generate a preferred suppliers register and share performance and status. Contractors can be self-managed or managed by the organisation's team members.
The Contractor Onboarding Quick Reference Guide provides a step-by-step suggested workflow for full end-to-end contractor onboarding management within Lucidity.
The Lucidity Contractor Onboarding Process Diagram provides a suggested process with additional details illustrating how Competency training roles can be used to manage contractor requirements.
The Contractor Onboarding with OnSite Process Diagram illustrates how OnSite tap-on tap-off hardware can be incorporated into the contractor onboarding process.
2. Notifications
Email notifications may be sent automatically from the Contractor module and can be viewed from the Notifications tab within Lucidity Access.
3. Email Address
In order to receive email notifications:
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The contractor manager must have a valid email address in their Lucidity Access system profile.
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The contractor representative must have a valid email in the 'general email' field within the contractor profile.
- Managing Contractor access roles
- Navigating Contractor features
- Understanding Contractor classification and self-service
- Understanding Subcontractor eLearning progress, needs and record status
- Viewing Contractor employees
- Linking employees to Contractors
- Archiving, unarchiving and deleting Contractors
- Adding a new Contractor
- Implementing Contractor management
- Managing Contractor onboarding
- Using the Contractor onboarding workflow
- Managing Contractor documents
- Configuring Contractor settings
- Using Contractor documents
- Implementing Contractor classification and self-service