Subcontractors overview

The Salus platform allows you to invite your subcontractors to use Salus as their tool to manage Safety paperwork in the same way you are. Once your subcontractor has been invited and gets started on the platform, you’ll be able to see summarized data for each of them – you’ll also be able to access the completed documents and forms that their workers submit for a specific site. You won’t have access to the worker profiles as their data will be kept in the subcontractor’s company.

You can get a subcontractor to start using the Salus platform by inviting them. For more information, see Inviting a Subcontractor

Data available to the Company Admin vs Subcontractor Admin

Data available to the Company Admin for Subcontractors

Your subcontractor will be using the platform independently of you. However, by adding a subcontractor to a site, you’ll still have access to some of their data.

For all of the subcontractors assigned to a site you’ll see:

• A dashboard view summarizing workers on site, subcontractors on site, and submitted forms and documents for all of the subcontractors assigned to a site

For individual subcontractors assigned to a site you’ll see:

• A dashboard view of the workers on site, forms completed today, and total forms for the individual subcontractor
• A tally of completed forms, and access to those forms for the workers of the subcontractor
• A list of active workers assigned to the site for the subcontractor

Note: As a Company Admin, you won’t be able to access the worker profiles that are set up underneath a subcontractor’s Salus platform. Only the subcontractor who invited those workers will have access to their profiles to manage. All you’ll be able to see as the Company Admin of the parent company is a list of the worker names that work for the subcontractor.

Data available to the Subcontractor Admin

When a Subcontractor is invited by a Company Admin to join the Salus Platform, the settings make it mandatory to assign the subcontractor to at least one site. This means that the subcontractor admin will be able to access the following data:

• All forms that have been submitted by the company to the site with prime access enabled
• Documents assigned to the same site the subcontractor is assigned to, with public or prime access enabled
• Their own worker profiles - who they invite and manage themselves as workers for the subcontractor

Interface

Active tab

Features

Key features include:

• Active tab
  Shows a list of your active subcontractors.
• Name
  Name of the subcontractor. Click to drill down to access specific site data.
  When you click into the subcontractor name, you’ll see a list of the sites they’ve been assigned to. Selecting a site allows you to see:
  • Dashboard tab: Site dashboard view of the subcontractor’s specifics - containing information about workers on site, forms today and total forms with statistics presented of the past 7 days.
  • Forms tab: A list of all forms collected by the subcontractor that their workers have filled in for the site.
  • Workers tab: A list of workers assigned to the site.
  • Certificates tab: A list of all certificates collected by the Subcontractor

Note: As the Company Admin you won’t have access to the subcontractor’s worker profiles. Only the subcontractor admin will have access as a ‘Company Admin’ of their own platform.

• Workers
  Summarizes the number of active workers for each subcontractor.
• Projects
  Summarizes the number of projects for each subcontractor.
• Forms
  Summarizes the total submitted forms for each subcontractor.
• Actions
  Summarizes the number of actions for each subcontractor.
• External
  Shows if any external integrations are active for each subcontractor.
• Invite Status
  Shows if your invitation was accepted (meaning they’ve signed up to use the platform) or declined.

Interface

Invitations tab

Features

Key features include:

• Invitations tab
  Shows a list of invitations that have been sent out to subcontractors.
• Company
  Shows the name of the subcontractors that have been invited to the company.
• Email
  Shows the email of the subcontractors.
• Projects
  Shows the name of the company that invited the subcontractor.
• Expiry Date
  Shows the expiry date of the invitation.
• Status
  Shows the status of the invitation. Accepted, Pending or Cancelled.