--- title: "For Contractor Administrators: Adding & Managing Employees" description: Please watch the following video to learn about adding and managing employees if you are a Contractor using SiteConnect --- [Skip to content](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#main-content) [![SiteConnect Logos (LinkedIn Post)](https://docs.sitesoft.com/hs-fs/hubfs/SiteConnect%20Logos%20(LinkedIn%20Post).png?width=161&height=26&name=SiteConnect%20Logos%20(LinkedIn%20Post).png)](https://siteconnect.io/gb) Open main navigation Close main navigation - [Portal](https://app.sitesoft.com/) [Portal](https://app.sitesoft.com/) Need help? - There are no suggestions because the search field is empty. 1. [SiteConnect User Guide](https://docs.sitesoft.com/?hsLang=en) 2. [Contractors](https://docs.sitesoft.com/contractors?hsLang=en) # For Contractor 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](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#addemployee) - [How to enter an employee's details](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtoenteranemployees) - [How to change an employee's role from employee to administrator](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtochangeanemployeesrolefromemployeetoadministra) - [How to delete an employee](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtodeleteanemployee) - [Email confirmation to employee](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#emailconfirmationtoemployee) - [Confirmation that employee has logged into the Mobile App and completed their Induction](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#confirmationthatemployeehasloggedintothemobileapp) - [How to view forms assigned to your employees](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#Howtoviewassignedforms) - [How to send a message to an Employee](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtosendamessagetoanemployee) - [How to dequeue a message](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtodequeuethemessage) - [How to edit a message if still in draft format](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtoeditthemessageifstillindraftformat) - [How to delete a message if still in draft format](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#howtoeditthemessageifstillindraftformat) - [How to add Training/Competencies](https://docs.sitesoft.com/for-contractors-adding-managing-employees-video#trainingcomp)   ### How to add an employee   ![Employee tab](https://docs.sitesoft.com/hs-fs/hubfs/Employee%20tab.png?width=199&height=309&name=Employee%20tab.png) 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**.      ![Add employee](https://docs.sitesoft.com/hs-fs/hubfs/Add%20employee.webp?width=670&height=52&name=Add%20employee.webp) ### 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** ![Add Employee Dialog Box](https://docs.sitesoft.com/hs-fs/hubfs/Add%20Employee%20Dialog%20Box.png?width=670&name=Add%20Employee%20Dialog%20Box.png)   Entering the employee's address is an optional field   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.   ![Siteconnect customer](https://docs.sitesoft.com/hs-fs/hubfs/Siteconnect%20customer.png?width=656&name=Siteconnect%20customer.png)   When set up as an **Employee** you will only be able to view your **profile button** on the Web portal.  For full functionality you will need to change the role of the employee to administrator.  ![Profile Button](https://docs.sitesoft.com/hs-fs/hubfs/Profile%20Button.png?width=248&height=343&name=Profile%20Button.png) ### 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.   ![Edit employee-1](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20employee-1.webp?width=622&height=68&name=Edit%20employee-1.webp)   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**.   ![Swtich role contractor](https://docs.sitesoft.com/hs-fs/hubfs/Swtich%20role%20contractor.webp?width=670&height=272&name=Swtich%20role%20contractor.webp)   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.   ![Switch role yes](https://docs.sitesoft.com/hs-fs/hubfs/Switch%20role%20yes.webp?width=411&height=177&name=Switch%20role%20yes.webp)     ### How to Delete an Employee   Click on **delete** to the right-hand side of their name   ![Delete employee](https://docs.sitesoft.com/hs-fs/hubfs/Delete%20employee.webp?width=562&height=60&name=Delete%20employee.webp)   You will then be asked to confirm – click on **Yes**.   ![Delete employee-1](https://docs.sitesoft.com/hs-fs/hubfs/Delete%20employee-1.webp?width=326&height=123&name=Delete%20employee-1.webp)     ### 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:   ![Status Icon](https://docs.sitesoft.com/hs-fs/hubfs/Status%20Icon.png?width=82&height=47&name=Status%20Icon.png)   **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  ![Red x](https://docs.sitesoft.com/hs-fs/hubfs/Red%20x.png?width=28&name=Red%20x.png) - **An orange tick** = induction(s) have been partially completed  ![orange tick](https://docs.sitesoft.com/hs-fs/hubfs/orange%20tick.png?width=36&name=orange%20tick.png) - **A green tick** = all induction(s) are complete  ![Green tick](https://docs.sitesoft.com/hs-fs/hubfs/Green%20tick.png?width=39&name=Green%20tick.png)   **Mobile App Status**   ![Employees - mobile icon](https://docs.sitesoft.com/hs-fs/hubfs/Automate%20Support%20Screenshots/Employees%20-%20mobile%20icon.gif?width=33&name=Employees%20-%20mobile%20icon.gif)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.   ![Employees - mobile app version](https://docs.sitesoft.com/hs-fs/hubfs/Automate%20Support%20Screenshots/Employees%20-%20mobile%20app%20version.gif?width=192&name=Employees%20-%20mobile%20app%20version.gif)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.   ![Web Portal Employee forms](https://docs.sitesoft.com/hs-fs/hubfs/Web%20Portal%20Employee%20forms.png?width=670&height=143&name=Web%20Portal%20Employee%20forms.png) You will then see a a tab on the right titled **Assigned Forms**   ![Assigned Forms tab](https://docs.sitesoft.com/hs-fs/hubfs/Assigned%20Forms%20tab.png?width=292&height=291&name=Assigned%20Forms%20tab.png) 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.   ![Assigned forms list-1](https://docs.sitesoft.com/hs-fs/hubfs/Assigned%20forms%20list-1.png?width=670&height=115&name=Assigned%20forms%20list-1.png)         ### 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.   ![Edit employee (1)](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20employee%20(1).webp?width=622&height=68&name=Edit%20employee%20(1).webp)   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**.   ![Send message to employee](https://docs.sitesoft.com/hs-fs/hubfs/Send%20message%20to%20employee.webp?width=242&height=346&name=Send%20message%20to%20employee.webp)   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)](mailto:support@sitesoft.com) - **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 ![Compose messages](https://docs.sitesoft.com/hs-fs/hubfs/Compose%20messages.png?width=660&name=Compose%20messages.png)   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.    ![Select blah blah4](https://docs.sitesoft.com/hs-fs/hubfs/Select%20blah%20blah4.png?width=670&name=Select%20blah%20blah4.png)     ### How to dequeue the message   ![Messages contractor side menu](https://docs.sitesoft.com/hs-fs/hubfs/Messages%20contractor%20side%20menu.webp?width=198&height=304&name=Messages%20contractor%20side%20menu.webp)   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.     ![Dequeue message](https://docs.sitesoft.com/hs-fs/hubfs/Dequeue%20message.webp?width=670&height=78&name=Dequeue%20message.webp)   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.   ![Deqeue diloag box](https://docs.sitesoft.com/hs-fs/hubfs/Deqeue%20diloag%20box.png?width=250&name=Deqeue%20diloag%20box.png)   ### 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.   ![Edit draft message](https://docs.sitesoft.com/hs-fs/hubfs/Edit%20draft%20message.webp?width=670&height=73&name=Edit%20draft%20message.webp) ### 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.     ![Delete draft message](https://docs.sitesoft.com/hs-fs/hubfs/Delete%20draft%20message.webp?width=670&height=73&name=Delete%20draft%20message.webp)     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.   ![employees - delete mess](https://docs.sitesoft.com/hs-fs/hubfs/Automate%20Support%20Screenshots/employees%20-%20delete%20mess.gif?width=255&name=employees%20-%20delete%20mess.gif)     ### 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.   ![Training documents add](https://docs.sitesoft.com/hs-fs/hubfs/Training%20documents%20add.webp?width=670&height=205&name=Training%20documents%20add.webp)   You can then add/attach any files or documents by going to **Add Document** up the top   Reminder notifications will be sent 28 & 7 days prior to an item expiring, on the day of expiry and 7 & 28 days post expiry if the item has not been updated. ### Viewing User Profiles   To access a User Profile from your direct Employees, just click their name via your Employee list. 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Public visibility types are not shown.**   ![Training and Cmpetencies](https://docs.sitesoft.com/hs-fs/hubfs/Training%20and%20Cmpetencies.webp?width=670&height=113&name=Training%20and%20Cmpetencies.webp)   **If you need any further help or have any questions, please contact your regional support team:** - **New Zealand (NZ):** 📧 [support@siteconnect.io](mailto:support@siteconnect.io) 📞 [+64 800 748 763](tel:64800748763) - **Australia (AU):** 📧 [support@siteconnect.io](mailto:support@siteconnect.io) [📞 +61 1300 637 183](tel:611300637183) - **United Kingdom (UK):** 📧 [support.uk@siteconnect.io](mailto:support.uk@siteconnect.io) 📞 [+44 333 043 5727](tel:443330435727)   - [About SiteConnect](https://docs.sitesoft.com/about-siteconnect?hsLang=en) - [Get Started](https://docs.sitesoft.com/get-started?hsLang=en#main-content) - [Understand Roles & Permissions](https://docs.sitesoft.com/get-started?hsLang=en#understand-roles-permissions) - [Manage Roles & Permissions](https://docs.sitesoft.com/get-started?hsLang=en#manage-roles-permissions) - 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AU & NZ• support@siteconnect.io • NZ 0800 748 763 • AU 1300 637 183 UK • support.uk@siteconnect.io • +44 333 043 5727 Copyright © 2026, SiteConnect.io Limited ```json { "@context" : "https://schema.org", "@type" : "VideoObject", "caption" : { "@type" : "MediaObject", "contentUrl" : "https://docs.sitesoft.com/media-transcripts/72782713779/en.vtt", "inLanguage" : "en", "name" : "en Captions" }, "contentUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Contractor%20Admins-%20Adding%20&%20Managing%20Contractors%20Pub.mp4", "dateModified" : "2025-09-04T04:07:57.895Z", "duration" : "PT3M37S", "height" : 1080, "name" : "Contractor Admins- Adding & Managing Contractors Pub", "thumbnailUrl" : "https://8030145.fs1.hubspotusercontent-na1.net/hubfs/8030145/Contractor%20Admins-%20Adding%20&%20Managing%20Contractors%20Pub.mp4/medium.jpg", "uploadDate" : "2022-05-05T01:45:26.857Z", "width" : 1920 } ```