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
  1. 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

Helping You Manage Workplace Safety One Episode At A Time

Phone Number:

(513) 549-3459

Address:

906 Madison Ave

Covington, KY 41011

Email:

support@ireportsource.com