Add a contractor company from Health and Safety Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Add a contractor company to prequalify it and its workers. You can then manage the contractor workers from this company for their health and safety.

    Before you begin

    Verify that the primary contact person from the contractor company is added as a system user (sys_user) and the snc_external role is assigned to them. For more information on this explicit role, see Explicit Roles.

    Role required: sn_hs_crm.contractor_coordinator and nds_admin

    Procedure

    1. Navigate to Workspaces > Health and Safety Workspace.
    2. Select the contractor management icon (Contractor management icon) to open the Contractor Management tab.
    3. In the Lists tab, select Contractor companies and then All.
    4. Select New to add a contractor company for health and safety.
    5. In the Create new contractor dialog box, fill in the fields.
      Table 1. Create contractor fields
      Field Description
      Company name Name of the company being added.

      Select an existing company from the list. If the company doesn't already exist in the system, select the New company check box and then enter the company name to be added.
      New company Option to enable entering the name of a new company.

      When selected, the Company name field is enabled for typing a new company name.
      Industry type Industry that the contractor company operates in.
      Description Brief description of the company or the nature of the work it performs.
      Primary contact Primary contact person from the contractor company.

      The Primary contact field displays only users who have been assigned the [snc_external] role and have the Health and Safety profile created for them.

      For more information, see Assign Health and Safety profile to a contractor worker.
    6. Select Submit.

    Result

    • The contractor company is added for health and safety. The record for this company is stored in the Contractor company [sn_hs_crm_company] table.
    • Workers, Documents, and Site access tabs appear for this contractor company.

    What to do next

    • In the Workers tab, select Add to add contract workers from this company who will perform required tasks at your site. Add all the contractor workers including their areas of expertise and contact details.
      Note:
      Only users who have been assigned the [snc_external] role and have the Health and Safety profile created for them appear in the list and can be added as contract workers.
    • In the Documents tab, add any documents collected from the contractor company or its workers.
      • Select Add to link an existing document stored in the Health and Safety document library list.
      • Select New to upload a new document.

      For information on storing safety-related documents in Health and Safety Workspace, see Add a new Health and Safety related document.

    • In the Site access tab, select New to grant site access to workers from this contractor company so that they can perform required tasks at your location.

      If any workers associated with this company already have the site access, they appear in this list. For information on adding site access for a worker, see Grant site access to a contractor worker.

    • If necessary, add attachments related to the company using the add attachments icon (Add attachment icon.).