OtisContractor Management System

User Guide for Registering Your Employees and Booking Inductions

page 2

R E G I S T E R I N G YO U R E M P LOY E E S

Otis Contractor Management System

Please follow this step-by-step guide to register your employees and book inductions in the Otis Contractor Management System.

Step 1

Please go to http://www.otiscontractor.com.au and click on “Register Now/Login” in the top menu bar.

Once on the home page for the Otis Contractor Management System, click “Login.”

Step 2

Use the login details you received upon registration to login to the Contractor Management System.

page 3

R E G I S T E R I N G YO U R E M P LOY E E S

Step 3

On the home page, select “Manage Employee Data.”

Step 4

To add an employee, enter a fragment of the employee’s name, then select “Search.” If the system returns with no matches, select “Add Employee.” To show a list of all registered employees, leave the search field blank, then select “Search.”

page 4

R E G I S T E R I N G YO U R E M P LOY E E S

Step 5

If your employee appears in the returned list, tick them and select “Submit.”

If the employee does not appear in the returned list, select “Add Employee.”

page 5

R E G I S T E R I N G YO U R E M P LOY E E S

Step 6

Enter all of the information required, agree to the declaration, then select “Save.”

page 6

R E G I S T E R I N G YO U R E M P LOY E E S

Step 7

Select “Submit.”

Step 8

Select “Process.”

Step 9

Click “Select Roles.”

page 7

R E G I S T E R I N G YO U R E M P LOY E E S

Step 10

Select the relevant site from the dropdown, then select the relevant role/s from the list. Once all roles have been ticked, scroll to the bottom of the window and select “Apply.”

Once you have applied the role/s exit the pop-up window by clicking the exit cross.

page 8

R E G I S T E R I N G YO U R E M P LOY E E S

Step 11

Tick the declaration, enter card shipment details and click “Save.”

Step 12

Upload all required files by selecting “Upload.”

page 9

R E G I S T E R I N G YO U R E M P LOY E E S

Step 13

Select “Choose file” to upload your employee’s photograph.

Step 14

Select “Save.”

page 10

R E G I S T E R I N G YO U R E M P LOY E E S

Step 15

Enter an email address for online training login details to be sent to, or select “Copy from employee.”

Step 16

Agree to the training declartion, then select “Save.”

Step 17

Select to book any required training.

page 11

R E G I S T E R I N G YO U R E M P LOY E E S

Step 18

Scroll to the top of the page, and select “Add to Cart.”

Step 19

In the shopping cart window, select “Review.”

page 12

R E G I S T E R I N G YO U R E M P LOY E E S

Step 20

Review your shopping car contents, ensuring all training bookings and card purchases are listed. Next select “Proceed to Checkout.”

Step 21

Enter your payment details and select “Continue.”

page 13

R E G I S T E R I N G YO U R E M P LOY E E S

Step 22

Select “Download” to download a copy of your tax receipt. A copy will also be emailed to the company contact’s email address.

Your documents will now be assessed and authorised. If they do not meet requirements, you will be notified by email and they will be returned to be actioned.

Once the upload requirements have been verified, online training will be approved and your employees will be emailed login details.

page 14

R E G I S T E R I N G YO U R E M P LOY E E S

For questions or assistance please call Australia: 1300 175 307 or New Zealand +61 2 4047 8890 or email otissafetycompliance@pegasus.net.au