Linking employees to Contractors
Who is this article for?Administrators who want to learn to link employees to Contractors.
Administrator permissions are required.
This guide explains how to link contractor employees (subcontractors) to contractor company profiles. It describes the process, which can occur automatically when a user creates their own profile through the Lucidity Induction self-registration system, streamlining the integration of external workers with company data.
1. Link employees to Contractors
Contractor employees (subcontractors) can be linked to contractor company profiles. This can happen automatically when a user creates their own profile via the Lucidity Induction self-registration process.
Alternatively, the user can be created manually via Lucidity HR. In these instances, before this link can be established, there are two requirements:
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The subcontractor must have an existing profile in Lucidity HR or a Lucidity Induction self-registered profile.
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The contracting company must have a profile in Lucidity Contractor.
Once these requirements have been met, to link a subcontractor to a contractor company:
- Use the switch module tool to navigate to Lucidity HR.
- Use search functions to locate the user.
Note: They may be listed as a subcontractor.
- Click Edit to the far right of the subcontractor.
- Under Company select the relevant company from the drop-down list.
- Click Save.