How to Add, Edit and Import Contractors

A new users course dealing with contractor setup and updates. This resource covers how to add, edit and import contractors within iReportSource.

Procedures:

Contractors Overview

A. Add Contractors

B. Import Contractors

C. Filter Contractors

D. View/Edit Contractors

Import Contractors

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Settings
6. Click Contractors
7. Click Import Contractors
8. Click Download CSV Template
9. Completely fill out the Template for each Contractor listed
   • First Name- Enter their First Name
   • Last Name- Enter their Last Name
   • Gender- Enter the Contractor’s sex as Male or Female. (This is an OSHA requirement)
   • Date of Birth- Enter their Date of Birth
   • Date of Hire- Enter their Date of Hire
   • Address- Enter the Contractor’s Home Street Address
   • City- Enter the City the Contractor resides in
   • State- Enter the State the Contractor resides in
   • Status- Enter the number “1” if the Contractor if Full-Time and the number “2” if the Contractor if Part-Time.
   • Zip- Enter the Zip Code the Contractor resides in
   • Job Title- Enter the Contractor’s Job Title
   • Location ID- Enter the ID of the Group/Establishment that the Contractor works at.

Locating the Location ID

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Settings
6. Click Groups/Establishments
7. Locate the Group/Establishment the Contractor works at.
8. Copy the ID
   • ID- Enter the Contractor’s ID code/number
   • Department- Enter the name of the Department that the Contractor works in.
   • Project Name- Enter the name of the Project that the Contractor is assigned to.
   • Phone Number- Enter the Contractor’s phone number.
   • Email- Enter the Contractor’s email address.
9. Click Submit

Add Contractors

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Settings
6. Click Contractors
7. Click Add Contractor
8. Enter the Contractor information
   • Group or Establishment- Assign them to a Group/Establishment if applicable
   • Project– Assign them to a Project if applicable
   • Contractor ID- Enter their Contractor ID
   • First Name- Enter their First Name
   • Last Name- Enter their Last Name
   • Sex- Select their Sex (this is an OSHA requirement)
   • Date of Birth- Enter their Date of Birth
   • Last four of SSN- Enter the Last Four Digits of their Social Security Number
   • Date of Hire- Enter their Date of Hire
   • Job Title- Enter their Job Title
   • Contractor Status- Enter the Contractor Status
   • Training Required- Select whether training is required
   • Location- Enter their job location
   • Department- Enter the Department they work in
   • Supervisor- Enter their Supervisors name
   • Work Days- Enter the days they work
   • Hours Per Week- Enter the number of hours they work per week

 Contact Information

• Home Address- Enter their Home Street Address
• City- Enter the City they live in
• State- Enter the State they live in
• Zip- Enter the Zip Code they live in
• Phone- Enter their Phone Number
• Email- Enter their Email

 Emergency Contact Information

• Contact- Enter the name of their Emergency Contact
• Relationship- Enter the relationship they have with their Emergency Contact
• Phone- Enter the phone number for their Emergency Contact
• Email- Enter the email address for their Emergency Contact

9. Click Submit

Edit Contractors

1. Go to ireportapp.com
2. Enter your Email/Phone Number
3. Enter your Password
4. Click Log In
5. On the left-side navigation bar, Click Settings
6. Click Contractors
7. Locate the Contractor you would like to edit
8. Click View/Edit
9. Click Edit
10. Make desired updates
11. Click Submit

Training Playlist

Helping You Manage Workplace Safety One Episode At A Time