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Eros 2023.4 provides a new way , to bring suppliers into Onsite Safety, called Onboarding.
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Onsite Safety - Onboarding Management. Users with this role have access to the new Onboarding menu.
Onsite Safety - Onboarding Request Approver. Users with this role have access to the new Onboarding menu to approve requests.
Inviting
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W
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When Onboarding is enabled, the Register button on the login screen is removed. To add a contact to Onsite Safety they have to be invited.
When you press the Invite button, you are asked to enter an email address for the company. You will then see a dialog similar
to the one below;
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When you click on the invite link, you enter the details for the organisation that you are inviting.
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The organisation will then be shown in the Onboarding screen with a registration stage of Invited.
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Registering
When an organisation has been invited, they will receive an email asking with a link for them to register.
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When the supplier clicks on the Register button, they will be taken to the Account Registration screen where they select the type of supplier that they are then they click on the Next button.
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Invite Contacts
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Induction
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Approval
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They will then enter details on several screens;
Register
Details of the person registering the business
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Business Profile
Details of the business
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Invite Contacts
Details of staff of the organisation.
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Onboarding
This section has the inductions assigned to the primary role that they have selected.
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Required Documentation
This section is where they enter the compliance items that have been assigned to the role that the user selected;
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When all items have been entered, the user will see a screen similar to the one below.
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