For Contractors Administrators: Adding & Managing Employees

Please watch the following video to learn about adding and managing employees if you are a Contractor using SiteConnect

Adding & Managing Employees as a Contractor (3:37)

 

If you need further assistance then please read on...

 

Index:

• How to add an employee
• How to enter an employee's details
• How to change an employee's role from employee to administrator
• How to delete an employee
• Email confirmation to employee
• Confirmation that employee has logged into the Mobile App and completed their Induction
• How to view forms assigned to your employees
• How to send a message to an Employee
• How to dequeue a message
• How to edit a message if still in draft format
• How to delete a message if still in draft format
• How to add Training/Competencies

 

How to add an employee

 

To add a new Employee click on the Employees tab on the left-hand side of the main menu.

 

Once you have clicked on the Employees tab a new screen will appear titled Employees which will list all your employees.  To add a new employee choose and click on the orange button titled +Add Employee. 

 

 

 

How to enter an employee's details

 

Once you have clicked on +Add Employee a new dialog box will appear.  In this dialog box you  enter the details of the employee.  The first details to enter, which are compulsory are:

• Contact person - enter the name of the employee
• Email address - enter the email address of the employee
• Mobile number - enter the contact number of the employee
• Job Title- enter the job title of the employee
• Address- Address of employer or employee if appropriate
• Suburb-  relates to address
• Postal Code
• City
• Country

 

 

Once you have entered the above details click on Save and this will save and load this employee into your profile taking you back to the main Employees list and will display those employee's details as per below image.

 

 

 

How to change an employee's role from Employee to Administrator

 

Once an employee is created in the system they will automatically be set up as an Employee giving them limited access to the system.  To give an employee full access to the system you will need to change their role to Administrator.  To do this you need to click on the Edit option to the right-hand side of the screen.

 

 

This will bring up the employee's details.  On the right-hand side of the screen you will see a blue box which lists the main details for that employee.  Inside that box you will see a statement which says either Switch role to Administrator or Switch role to Employee. To switch this employee to an Administrator click on this statement and it will automatically change their role to Administrator.  Vice versa if you want to change an employee from an Administrator back to an Employee.

 

 

Once you have clicked on this statement it will bring up a dialog box asking you to confirm if you want to make this change.  Click on Yes and this will change the employee's role from Employee to Administrator giving them full access to the system.

 

 

 

How to Delete an Employee 

 

Click on delete to the right-hand side of their name

 

 

You will then be asked to confirm – click on Yes.

 

 

 

Email Confirmation to Employee

 

When an employee is generated in the system they will be sent an email with their username requesting them to log in to the system and create their password. 

 

Once they have done this they can log in to both the Web Portal and Mobile App but remember anyone set up as an Employee can only view their Profile Button in the Web Portal

 

Confirmation that Employee has logged into the Mobile App & completed their Induction

 

In the status icon column you will potentially see two Icons - induction Status and Mobile App Status:

 

 

Induction Status -  A red X, orange tick or green tick indicates whether or not the inductions assigned to that employee have been completed.

• A red X = induction(s) have not been started  
• An orange tick = induction(s) have been partially completed 
• A green tick = all induction(s) are complete  

 

Mobile App Status

 

Once they have logged into the Mobile App a Mobile Icon will appear in this field which confirms that the Mobile App is set up and ready to use.

 

If you hover over the Mobile Icon this will reveal the version of the App being used.  Our latest version is 3.3.3  Any version less than this needs to be updated through the App store.

 

 

 

How to view forms assigned to your Employees

 

You can view forms assigned to your employees in the Employees tab by going to the Employees tab and clicking on Edit to the right of the person's name that you want to view.

 

You will then see a a tab on the right titled Assigned Forms

 

Click on the Assigned Forms tab to see a list of Forms that have been assigned to the Employee and the status of the Form.  If in submitted/approved status you will be able to click on view submitted answers to see how they have responded to the form.

 

 

 

 

 

How to send a message to an employee

 

You can send a message to an employee by clicking on the edit button on the right-hand side of the employee's details.

 

 

This will open a new screen with the employee's details.  On the right-hand side of the screen in the blue box click on Send Message.

 

 

A new dialog box will appear called Compose Message.    In this dialog box you can compose a message:

• Select the message type - Email, Push notification or SMS (SMS needs to be enabled for your account - if not enabled contact Support)
• Select the message priority - low, normal, high or critical
• Schedule to send later - click on the calendar icon to schedule for a later date if required
• Subject - enter your subject title
• Main body - enter the content of your email
• Attach files - you can attach a file(s)  to the message

 

Once you have completed your message click on Save and then Send Message.  If you don't want to send the message at that time do NOT click on Send Message and the message will be saved in draft format for you to review at a later date.

 

Please NOTE: You will not be able to Save and send a message until either a User, Contractor or Site is selected. 

 

 

 

How to dequeue the message

 

 

Once you click on send message you have 1 minute to dequeue the message and retrieve it back for further editing or deleting.

 

To retrieve the message go to the messages menu on the left-hand side of your screen.

 

Locate the message and click on Dequeue on the right-hand side of your screen.

 

 

 

Once you click on Dequeue you will be asked to confirm if you want to dequeue this message.  Once you click on Yes the message will be deleted.

 

 

How to edit the message if still in draft format

 

If you have not clicked on send message the message will stay in draft format.  If the message is still in draft format you can edit the message by clicking on Edit in the right-hand corner of your screen and edit the message.

 

 

How to delete the message if still in draft format

 

Whilst still in draft format you can also chose to Delete the message by clicking on Delete on the right-hand side of your screen.  

 

 

 

Once you have clicked on Delete you will be asked to confirm 'that you want to remove this message'.  Once you click on Yes the message will be deleted.

 

 

 

Adding Training/Competencies

 

You can also add any training/competencies to an Employee's record by clicking Edit on that Employee in your Employees list and going to Training/Competencies on the right hand side.

 

 

You can then add/attach any files or documents by going to Add Document up the top

 

 

Viewing User Profiles

 

To access a User Profile from your direct Employees, just click their name via your Employee list. This should now be represented as a blue link.

 

 

When you click on an individuals name this will come up with their name, job title and their main employer within the system

 

 

You can also click on Training/Competencies on the top right of this screen to access any documents that have been uploaded for that User.

 

 

 

 

If you need any further help or have any questions please contact the support team by email siteconnectsupport@sitesoft.com or Ph: 0800 848 763