👷 For Contractors: Adding & Managing Employees

As a contractor, managing your employees effectively in Take5™ Connect is essential for ensuring safety and compliance. This guide will walk you through the steps to add and manage employees in your account. 👇

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Step 1: 🔑 Log In to the Take5™ Connect Web App

1. Open your web browser and navigate to the Take5™ Connect web app: https://app.take5connect.io.
2. Enter your username and password, then click the login button.

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Step 2: 👥 Access the Employees Section

1. From the dashboard, navigate to the Employees tab in the left-hand menu under the Contractors section.
2. This will open the Employee Management page, where you can view, add, and manage employees associated with your account.

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Step 3: ➕ Adding a New Employee

1. Click on the Add Employee button located at the top right of the Employees page.
2. Fill in the required details, including:
   • Full Name 🧑‍💼
   • Email Address 📧
   • Phone Number 📱
   • Role (e.g., Worker, Supervisor)
3. Assign the employee to a site or project, if applicable, using the dropdown menu.
4. Click Save to add the employee to your account.

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Step 4: 🔄 Managing Existing Employees

1. In the Employees list, you can see all employees associated with your account.
2. Use the search bar to locate specific employees by name or role.
3. To edit an employee’s details:
   • Click on the Edit icon next to their name.
   • Make the necessary updates and click Save to apply changes.
4. To deactivate or remove an employee:
   • Click on the Delete button next to their name.
   • Confirm your choice in the pop-up message.

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Step 5: 📑 Tracking Employee Information

1. Each employee has a profile that contains:
   • Personal details (name, email, phone number).
   • Training/Competencies
   • Assigned Forms
   • Sites Visited
   • Sites Worked On
2. Click on an employee’s name to access their profile and view their details.

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❓ Troubleshooting

• If you cannot add an employee, ensure your account permissions allow for employee management.
• For issues with assigning employees to sites or projects, verify that the sites or projects are active and correctly set up in your account.

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📞 Need Help?

If you need further assistance, please contact our support team at:

📧 Email: support@take5connect.com

📞 Phone (NZ): 0800 582 535