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Adding an On-site Contract Employee

This section explains how to add an employee record for an on-site contract employee.
An on-site contractor is a worker who is employed by a supplier and is on-site at your organization for the length of the contract. The on-site contractor works full-time at your site for an extended period of time (for example, six months, a year, or longer). On-site contractors are planned using trade resources. An APM employee is created for each on-site contractor.
Creating an employee record for an on-site contractor is similar to creating a record for an internal employee, except that you will identify the employee as a contractor, and enter the supplier that employs the contractor on the employee record.

To Add an On-site Contract Employee Record

1.
Select the site’s Personnel view and the Employees tab, and then the Listing tab. This tab shows a table with all employee records for the site.
2.
Click New. The Employee window appears.
3.
Complete the employee record, as usual (see Adding an Employee).
4.
Select the Options tab, and then the Contractor tab.
5.
Select the is a contractor option.
6.
In the Supplier box, enter the supplier number or in the Name box, select the supplier’s name.
Note: The supplier’s currency must the same as the site’s currency in order for the supplier to be available for selection.
7.
Select the Roles tab, and then the Work Management tab.
8.
Select the primary trade for the contractor.
Note: Only trades that are set to have either Maintenance only or Both maintenance and purchasing as an Available source will be available for selection.
9.
If the contractor performs more than one trade, select the appropriate trades in the Alternate trades performed by this employee table.
10.
Enter the remaining employee settings, as required. For more information, see:
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Selecting Roles and Permissions for an Employee
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Setting Email Options for an Employee
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Setting up My Desk Views
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Setting up an Employee as an Approver
11.
When you are finished, save and close the Employee window.