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Overview
Contractor ManagementContractor Onboarding Packages vs Manually Creating UsersPresence, Muster & EvacuationsFor Learners & Contractors
Overview
Contractor ManagementContractor Onboarding Packages vs Manually Creating UsersPresence, Muster & EvacuationsFor Learners & Contractors
HelpSite ManagementContractor Onboarding Packages vs Manually Creating Users

Contractor Onboarding Packages vs Manually Creating Users

When to use onboarding packages and QR links instead of creating contractor users manually

The decision

Site contractors need the right training, certificates, and risk assessments before gate staff scan their passport QR. You can create each person in Manage Users, or share an onboarding package (URL / QR) so they enrol themselves as temp-staff against a fixed set of requirements.

Packages scale when many people arrive on short notice. Manual create suits a handful of known individuals or permanent staff.

Choose A when / Choose B when

ChooseWhen
Onboarding package + QR / linkMany contractors or agency workers; shared site requirements; self-enrolment at induction; contractors and temporary workers using the contractor onboarding licence model
Manage Users / SSO / SCIMPermanent employees, long-term staff, or a tiny number of named people you already know
Package + apply updates laterRequirements change mid-season — update the package and push changes to existing contractors from Contractor management

Tip

Build requirements once (courses, certificates, risk assessments) in the package wizard — Basics → Build requirements → Review — then reuse the same QR across arrivals.

Common mistakes

  • Creating dozens of contractors manually in Manage Users when a package would allow self-service enrolment
  • Sharing a package QR without setting max uses or link expiry on high-turnover sites
  • Skipping the contractor-facing journey docs — share For Learners & Contractors with agencies

Recommended setup

  1. Confirm sites and compliance rules exist (Site Management Overview)
  2. Create the package in Contractor Management
  3. Share URL or QR; test one enrolment end-to-end
  4. Train gate staff on Compliance Scanner and passport outcomes

Related guides

  • Contractor Management — packages, QR, temp-staff
  • For Learners & Contractors — public onboarding and passport QR
  • Creating Users (Individual) — when manual create is better
  • Billing & Licences — how temp-staff may be billed
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