Assign Contractor Training

EHS Owner Company Administrators will first create various training items that need to be completed by Contractors before coming on-site. They will organize the training materials into skillsets.

As a Contractor Administrator you will be assigning those skillset(s) out to Contractors so they can receive their training items to complete. 

How to assign training to Contractors 

1. Select Assign Training on your desktop
2. Select from the drop-down which company and division you will be assigning training to.
3. Select which skillset(s) you would like to assign out. 
   1. Select multiple from the drop-down list to assign skillsets in bulk.
4. Select which users you would like to assign the skillset(s) to.
   1. Select multiple from the drop-down list to assign users in bulk.
5. Select Assign Training

Follow the below steps if your Contractors pay for their own training (default):

1. Under payment details select the desired card. If none are available, select Add New Card.
   1. If you selected an existing card, you would see the order summary with the tax calculated.
   2. If you selected Add New Card, will be prompted to enter in your card details and billing address.
      1. Then select Save Details
      2. Then select your card.
      3. You would now see the order summary with the tax calculated.
2. With the card chosen, select Pay and Assign.

Follow the below steps if the EHS owner company pays for Contractor training:

1. From the order summary screen, you will see the Contractors, training items and document requirements
2. Select Confirm and Assign.