Once you have your company account set up, you can start inviting people to upload their information and complete the inductions.
You will need email addresses of the people you want to invite, and need to complete this process for each person.
(If you have a large number of email addresses, please get in touch and we can help with bulk processing).
- From your dashboard, click either 'Invite Contractor' or 'Invite Individual'. The difference here is a subcontractor will need to add some additional documents, such as insurances to their account, whereas an individual is a direct employee of your company so does not require these extra documents.
- Type in the email of the person you wish to invite.
- Click 'Generate' to create an invite code
- Click 'Send Invite' and the person will receive an email with an invite code to set up a new account.
If you prefer, here is a video walk-through of the process:
If you have any issues, just get in touch and we can walk you through the process.