Adding Contractor Reminders

Overview

The Contractor Reminder section in Gearbox provides a platform for keeping up to date with essential administrative tasks. Users can add reminders for driver's license renewals, motor vehicle insurance updates, public liability insurance renewals, workers' compensation requirements, and any other tasks needed for compliance.

 

 

The Compliance module must be active on your subscription to utilise the Contractor Reminders

Ensure Contractor Reminder Types are setup first.

 

How to add a Contract Reminder

1. Click on Compliance (1) and select Reminders (2).

2. Click the ‘Add New’ button (3) to create a new reminder.

3. Choose an existing 'Contractor' (4), select the 'Type' (5), and enter the 'Expiry Date' (6). The remaining fields are optional. Finally, click 'Save and Close' (7).

The 'Dismiss expiry warning' option functions similarly to closing the reminder. You have the choice to dismiss the warning and create a new one or extend the expiry date when the reminder is due.