32 results found
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Automatic Contractor Status Updates Based on 12-Month Inactivity
Meridian Energy Limited | 328
Requested Enhancement:
Introduce a configurable automation feature that allows contractor Status to be automatically updated when they have not signed into a site over a 12-month period.Suggested Functionality:
Automatic status change to Inactive3 votesThanks Jonna,
We will discuss this internally and open the request up for votes in the mean-time.
Regards
Karl
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Contractor Profile Status vs. Access Rules
Problem:
Contractor profiles remain marked as Active (green) even when requirements such as permitted dates, inductions, or other compliance checks have expired. While the system correctly denies sign‑in, the mismatch between the “Active” label and denied access causes confusion at the front desk.Replication:
Create a contractor profile with permitted dates and induction requirements.
Allow permitted dates or induction to expire.
Attempt kiosk sign‑in → denied, but profile still shows Active.
Current Design Logic:
“Active” reflects that the contractor’s profile is still valid with their organization.
Access is controlled separately by permitted dates, induction completion, and other profile rules.
This…
2 votes -
Drop Down for Names
Description:
Request to have a drop-down selection for employees and contractors. Users would start typing their name and see matching options appear. For contractors, the company they work for could be displayed; for employees, job title or home location could help differentiate between similar names.Current behavior is limited due to name visibility restrictions and privacy settings, similar to how visitor or contractor lists work when selecting a host.
Suggested enhancements include:
Reference: Navigate via the kiosk to View the list after entering 1–3 characters.
In Advanced Settings, leverage employee/contractor list privacy controls to allow filtered dropdowns.
Optionally, show a…
4 votes -
Portal Administration > Data Access Permissions: add an "Edit" permission
Currently the Insurance and Contracts tabs of the Data Access Permissions allow Portal Users to Add policies, Delete Policies, or Read Only.
This means that if we want portal users to keep their insurances up to date, there is no restriction on them creating new policy entries rather than adding another attachment to the existing policy entry.
They can also add policies which are irrelevant to their works with our organisation, leading to later administrative issues when responding to triggers for an expired policy we never required.
Implementing an "Edit" permission would allow portal users to update their existing policies…
1 vote -
Change Insurance Status Filter to Multi Select
On the Contractor Organization > Insurances screen, the Status filter is single select. It would be helpful to be able to select multiples. eg, show all Approved and Pending insurances, but hide Expired.
This is not possible with the current setup.
1 vote -
Add default certifications to induction invitations
It would be valuable to be able to request default certifications be added directly to inductions. Eg, At a school where all contractors and volunteers require a Working with Children check.
4 votesHi Matthew,
Thanks for your suggestion. We will open this up to votes and are planning a block of work on pre-authorizing contractors later this year.
In the mean-time, did you know you can create a custom questionnaire that allows contractors to upload certification details when they sign in at a kiosk? Here is the helpdesk article: https://helpdesk.whosonlocation.com/hc/en-us/articles/7015216918297-Ask-employees-to-provide-certification-details-during-sign-in
Regards
Karl
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watchlist for Contractors to stop contractors signing in as visitors
Currently the only way to build a watchlist is manually, if you have thousands of contractors this is not possible. Can we have one of the following?
1/ OnLocation creates the ability for automatically adding contractors to a watch list once the contractor is created.
2/ OnLocation makes available Watchlists through the API - This would allow customers to build a simple automation to add contractors to the watchlist as they are added as a member.
18 votes -
Additional email addresses within Contractors/LiabilityNotification Recipients Field
It would be so helpful to add additional email addresses to "Send to this non-employee" for 'Notify the following people within our organization when insurance policies are due to expire' e.g. we have the email address of the direct contact at the Contractor company, however we would like to add the Contractors office/admin account to this field also, e.g employee.name@theirbusiness.com and office@theirbusiness.com to both be within this field.
Same thing for the field on the same page, underneath within 'Nominate an internal email address where people must send the updates Insurance Policy Details to'. As our location in Sydney is…
3 votesThanks for your suggestion,
Adding more flexibility around external notifications is on our radar. We will investigate further and in the mean-time open this up for votes form the community.
Regards
Karl
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Add drag and drop when uploading files
Add drag & drop function to all modules that allow attachments
1 voteThanks for your suggestion, we will review standardizing the way files are uploaded throughout to app and open this up for responses form the community.
Karl
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Contractor self-registration
It would be useful if new contractors could self-register on the kiosk when they arrive at our location for the first time. This will speed up the onboarding process and cut down on admin.
33 votes -
Ability to Pre-Register Contractors
The ability to pre-register contractors, we have the ability for pre-registering visitors, but it doesn't include contractors. This functionality would be a valuable improvement - it will give
Improved security: We would be able to track who is expected to attend the site, which would help to improve security.
The ability to confirm all requirements Insurances, Inductions etc are up to date BEFORE they attend site & are denied entry causing reactionary work25 votes -
Contractor Forms / Permits
Would like to ability to create custom forms under Contractor Management so work permits could be sent and completed digitally and automatically saved under a contractors profile.
4 votes -
When Editing Organization Members, Stay in Organization Tab
When you currently edit members in a specific organization and go back to the organization, it jumps back to members. It would be nice for the system to stay in the organization you selected to save time instead of having to go back to the organization tab, scroll back to the organization, go back to the members, then find the next member.
7 votes -
Token assignment from Contractor Manager
Add an option to assign contractor tokens from the contractor manager view. i.e. add a button in "run an action" to assign Tokens to more than one contractor without using excel batch.
2 votesThank you Anaisis, batch assignment of token types would be possible however; assigning actual unique tokens to each holder would only work of you are assigning 'system generated' ID tokens. Is this your intent.
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Add more columns to the contracts report
We use the value field within the Contracts for an organization. This field is not available within the report. This is the only field that is not available. It would be great if this could be added. Our finance team would find this very beneficial.
2 votesHi Graeme,
Thanks for your suggestion. We will open this up for votes from the wider community.
Regards
Karl
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Adding the induction link to the ‘Matcher Person’ Placeholder on a Trigger
During the Contractor sign-in process, we use triggers to deny access due to the Induction not being completed, expired, or failed.
Could we please have the same trigger also send the correct induction link to the contractor via email or text?
I suggest adding the induction link to the ‘Matcher Person’ Placeholder on the Trigger.8 votes -
Trigger - No Certification on file
Have a trigger where if there is no contractor certification on file it flags
3 votes -
Contractor Documentation
We use “insurance” under Service Providers to store not only the insurances the providers should have contracted in order to work with us, but also to register other legal documents required by law when doing business with us. This information are company (not individual) certifications. Some examples: A legal certification of a company to do high rise window cleaning or a lega certification of a heat generators maintenance company to perform works on this kind of equipment, etc. My suggestion, is to extend/modify the concept of Insurance not only to insurances policy but also to other “company qualifications”, or more…
10 votes -
View Contractor profile direct from member profile
When in a contractor profile, you can view the members with one click, and then click on a desired member to view their profile. It would be great if you could do this moving the opposite way as well. So that when you are in a member's profile, you click to see the organisation and then click on that to view the profile, instead of having to go back to the organisations list and searching for it.
9 votes -
Automated contractor inductions from company website
We currently spend a lot of time manually processing contractor induction requests - contractor members will email us to request an induction, we clarify and then enter their info, and send them the relevant induction.
A time-saving measure would be to add a form to our company website where contractor members can add and submit their own information, this links to and adds their info to On Location, and their induction is automatically sent.
I realise that there are some intricacies to this around data management e.g. any new contractor organisation not already in On Location will still require manual…
5 votes
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