2. This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational purposes.
The information is not version controlled and as such is subject to change without notice.
Vault does not accept any responsibility or obligation to inform users of this presentation of such changes.
This includes any copies of this presentation taken and modified outside of the Vault domain.
[DISCLAIMER]

3. [Add a Company] Company Register
Before Contracted Workers can be added to Vault, the Company that they belong to must be added to the Company Register. This is found under People in the Menu bar
The Company Register stores and displays records of all Companies that your Organisation may contract to
‘Company Register’

4. [Add a Company] Add Company
To add a new Company to the Company Register
Click Add and this will load the Short Form
‘Short Form’

5. [Add a Company] The Short Form
The Short Form collects the minimum, mandatory information required to add a new Company to the Company Register

6. [Add a Company] The Short Form cont.
Populate the form, completing all fields as you go.
Enter the Company Name
Choose the Site that would typically work with this Company. Select the Site from your Company Structure, either by scrolling the structure or searching via site name
If a Company is used across the whole Organisation, the Company can be loaded at the global level.

7. [Add a Company] The Short Form cont.
Enter the name of the Contact Person at the Company that your Organisation liaises with
Type their Address
Select the Contract Manager at your Organisation responsible for managing the relationship with this Company. Smart Search will help locate this person as you begin to type
Once all information has been entered, click Save

8. [Add a Company] Additional Fields and Tabs
The Company has now been successfully added to the Company Register, exposing additional fields of information across a number of new tabs
Many of these new tabs relate to information we may want to record about the Company in the future, but in this guide we’ll go through recording initial, key information on the Company Details tab

9. [Add a Company] Company Information
The Company Information section records key, fundamental information about the Company itself
Supply the Company Number and/or Business Number, noting that the fields and terminology for these will vary depending on the Country selected for your Organisation in Vault Settings.

10. [Add a Company] Company Information cont.
Enter the Vendor Number for the Company if your Organisation uses one
Provide the Company’s address details
Optionally add any notes that might be relevant in the Notes free-text field

11. [Add a Company] Company Information cont.
If the Company has completed your Organisation’s induction program, tick the Company / OHS Induction check-box
Optionally, if the Induction is only valid for a period of time, specify a date that the induction is valid to by typing a date in the Valid Until field, or by clicking the calendar icon and selecting the date from the date picker

12. [Add a Company] Company Contact
The Company Contact section stores the details of who at the Company your Organisation interfaces with, and how
Supply all mandatory and relevant information

13. [Add a Company] Company Insurance
The Company Insurance section records details about insurance policies that the Company holds
Supply all mandatory and relevant information
Note: The policy types shown here will depend on the settings your Organisation has selected

14. [Add a Company] Company Categories
The Company Categories section allows us to select which industry or other category this company belongs to. This selection will make it easy to find this Company when searching for Companies of a particular category
Note: The categories shown here will depend on the settings your Organisation has selected
Once all information has been entered, click Save to return to the Company Register

15. [Add a Company] Company Saved
The Company is now stored in Vault and Contracted Workers from this company may now be added via the Approved Contracted Worker Register