How do I manage subcontractors in the HS Direct First for Contractors portal?
Managing subcontractors in the HS Direct First for Contractors portal involves granting them login access, adding them to the system, and understanding where to add them based on the client’s package. Below is a comprehensive guide to help you navigate these tasks.
Granting Subcontractors Login Access
To provide subcontractors with login credentials so they can manage their details:
Navigate to the subcontractor’s record in the portal.
Click the Action button next to their name.
Select Send Login Details.
This action will email the subcontractor their username and password for the subcontractor-facing side of the portal. With this access, they can:
Edit their personal details.
Complete Pre-Qualification Questionnaires (PQQs).
Upload documentation to their PQQs, which you can then view on their record.
Adding Subcontractors to the System
To add subcontractors to the First for Contractors (FFL) package:
Open the First for Contractors package from the left-hand menu and go to Home.
Click the green Create contractor button on the right.
Enter the subcontractor’s details. The required fields are: - First name - Surname - Email address
Click the green Save contractor button in the bottom-right.
Repeat these steps for each subcontractor you want to include in the FFL package.
Once added, you can assign licenses to enable their e-learning access.
Differentiating Processes Based on Package Availability
Where subcontractors should be added depends on whether the client has the First for Contractors package:
With the First for Contractors package: Add all subcontractors—whether labour-only or otherwise—in the First for Contractors package.
Without the First for Contractors package: Add subcontractors in Employee Manager instead.
Regardless of where they are added, subcontractors will receive a My-Task login and take courses in the same way. If the client has the FFL package, subcontractors will appear under the contractor list within the package when their name is searched.
Summary
By following these steps, you can efficiently manage subcontractors in the HS Direct First for Contractors portal. This includes granting them access to manage their details, adding them to the system, and ensuring they are placed in the correct section based on the client’s package. For further assistance, consult the portal’s help resources or contact support.