Subcontractor setup

Setting up an Operative as a Subcontractor

For a subcontractor to use the Portal they need to be set up with at least one operative on the Accuserv system.

One of the operatives needs to have the exact same id name and short name as the name of the user set up for the subcontractor.

The operative is created in the usual way but additional details must be taken in to consideration.

Employee Type – SUBCONTRACTOR Employee Group - SUBCONTRACTOR

Payment details need to be set up, to be able to receive Payment.

As a minimum, the operative needs the following set up to be able to receive payment:

• Postcode

• Payment Type

  • choose between 3. Sub-Contractor(Type1) or 8. Subcontractor (Type 2).

• Labour Code

• Travel Code

• SOR % Payment

Once the operative is created add them to the operatives list of the Subcontractor User on the Manage Users page, so the user will be able to see the works assigned to those operatives.