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Adding subcontractors and their employees to construction sites

Before you start
The Subcontractor administrator permission in the user's company is required to see the Subcontractors navigation; people can only be assigned to sites already assigned to their company.
Where to find it
Subcontractors → company → Construction sites; then Employees → person → Construction sites
How to check the result
The company and selected people are assigned to the sites; the subcontractor can view the project.
On this page

Quick answer

Under Subcontractors, select the company and assign the required sites on its Construction sites tab. Then assign individual people under Employees; only sites already assigned to the company are available there.


Video Tutorial


Text

  1. Step 1: Sign in to Bausicht

    Open app.bausicht.com in your browser and sign in. After signing in, you see the overview of your construction sites. In this tutorial you will learn the steps needed to assign subcontractors and their employees to construction sites.

    Sign in to Bausicht
  2. Step 2: Go to the Subcontractors section

    In the left-hand navigation, go to the Subcontractors section below your company name. Note: This section is only visible if your role in the company is allowed to manage subcontractors, for example “Administrator for company and subcontractors”.

    Go to the Subcontractors section
  3. Step 3: Select the subcontractor

    Select a subcontractor that you want to assign to a new construction site.

    Select the subcontractor
  4. Step 4: Open the Construction sites section

    In the subcontractor’s dialog, click Construction sites to display the construction sites the subcontractor is assigned to.

    Open the Construction sites section
  5. Step 5: Click Add to construction site

    Click “Add to construction site” to assign new construction sites to the subcontractor.

    Click Add to construction site
  6. Step 6: Select the construction sites

    Select the construction sites you want to assign the subcontractor to. The list shows your company’s construction sites that the subcontractor is not yet assigned to.

    Select the construction sites
  7. Step 7: Assign the construction sites

    Click Assign to assign the selected construction sites to the subcontractor. In the following “Assign employees as well?” dialog you can assign the subcontractor’s employees right away.

    Assign the construction sites
  8. Step 8: Go to the Employees section

    You can also assign the subcontractor’s employees to construction sites individually later. To do this, click Employees in the subcontractor’s dialog.

    Go to the Employees section
  9. Step 9: Select the employee

    Select the person you want to assign to new construction sites.

    Select the employee
  10. Step 10: Display the person's construction sites

    In the person’s dialog, click Construction sites to display the construction sites the person is assigned to.

    Display the person's construction sites
  11. Step 11: Click Add to construction site

    Click “Add to construction site” to assign new construction sites to the employee.

    Click Add to construction site
  12. Step 12: Select the construction sites for the person

    Select the construction sites you want to add the employee to. Note: Only construction sites where the company already has an assignment are shown here. If you can't find your construction site here, please check whether the company is assigned to the construction site.

    Select the construction sites for the person
  13. Step 13: Assign the person to the construction sites

    Click Assign to assign the employee to the selected construction sites.

    Assign the person to the construction sites

No construction site available?

When you assign employees of a subcontractor, only construction sites are offered where

  • the subcontractor is already assigned to the site (the subcontractor’s Construction sites tab), and
  • you have “Can view employee data of all subcontractors.” or “Can view data of all employees.” on that site and employees may be assigned there (“Can independently add employees to the construction site.”).

Sites to which the selected people are already assigned are not offered again. If you are missing one of these permissions, the site administrator can extend your role on the site.


Need further help?

If you need further assistance with assigning employees to construction sites, our support team is happy to help.

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