As an Employee, 9ID helps you coordinate projects, create jobs and visits, and keep track of ongoing activities. Your journey starts with accessing 9ID, followed by planning work, managing contractors and visitors, and monitoring their onboarding progress and readiness.
👥 Who does what?
Before getting started, it's helpful to understand the different responsibilities.
👩💻 Employee
As an Employee, you can:
View projects created by your administrator (if enabled).
Create and manage jobs.
Add contractor companies and invite their administrators.
Create visits and invite visitors.
Monitor contractor and worker onboarding progress.
👷 Contractor Administrator
The Contractor Administrator is responsible for:
Adding and managing contractor employees.
Managing subcontractors.
Completing the required onboarding steps.
Assigning workers to jobs when required.
💡 Good to know: As an Employee, you cannot add contractor employees yourself. This is managed by the Contractor Administrator.
📅 1. Create a job
Jobs help you organise and coordinate the work carried out by contractor companies.
How to create a job under a project
Step 1 — Open your project
Go to Projects in the left-hand menu and select the project you want to work with.
Step 2 — Add a job
Click Add job to start creating a new job.
Step 3 — Complete the job details
Fill in the required information:
Job name: Give your job a clear, recognisable name.
Company: Select the contractor company responsible for the work.
Organiser: Select the person responsible for organising the job.
Project: Confirm the project associated with the job.
Start and end dates: Define when the work will take place.
Additional information: Add any other relevant details.
Step 4 — Create your job
Review the information and click Create job.
Your job has now been created! 🎉
💡 Good to know:
Not every organisation uses Projects. If you don't see Projects in the left-hand menu, this feature isn't enabled for your company.
When creating a job under a project, the job's start and end dates must fall within the project's dates.
🏢 2. Add a contractor company
Can't find the contractor company you want to assign to your job? No problem! You can create a new company directly from the job form.
How to add a company
Step 1 — Search for the company
In the Company field, search by company name or VAT number to check whether the company already exists.
Step 2 — Create a new company
If the company isn't listed, click Create new company.
Step 3 — Enter the company details
Provide the following information:
VAT number
Company name
Contractor Administrator's email address
Step 4 — Save the company
Click Create company and continue completing your job.
✉️ What happens next?
The Contractor Administrator will automatically receive an invitation to 9ID.
Once invited, they can take care of managing their company, adding workers and subcontractors, and completing the required onboarding steps.
You don't need to add their employees yourself.
✅ 3. Monitor contractor onboarding
Once your job has been created, you can follow up on the contractor company and its workers.
How to check onboarding progress
Step 1 — Open Jobs
Go to Jobs in the left-hand menu.
Step 2 — Select your job
Open the job you want to review.
Step 3 — Check the contractor information
On the job details page, you can review the contractor and worker information linked to the job.
What if no workers have been assigned?
If no workers have been assigned yet, this will be visible on the job page.
Contact the Contractor Administrator and ask them to add or assign the relevant workers.
💡 Remember: Adding contractor employees and managing their onboarding is the responsibility of the Contractor Administrator.
📆 4. Create a visit
Expecting visitors at your site? Use the Employee Portal to plan their visit and invite them in advance.
How to create a visit
Step 1 — Open Visits
Go to Visits in the left-hand menu and click Create visit.
Step 2 — Enter the visit details
Complete the following fields:
Visit name: Give your visit a clear name.
Visit type: Select the appropriate type.
Zone: Choose the area where the visit will take place.
Step 3 — Set the date and time
Select the start and end date and time of the visit.
Step 4 — Add the responsible people
Select the:
Organiser(s): The people responsible for organising the visit.
Host(s): The people hosting the visitors.
Add any additional information if required.
Step 5 — Continue to visitors
Click Next to proceed to the visitor selection.
🙋 5. Add visitors to your visit
You can invite visitors while creating the visit or add them afterwards.
Option 1 — Add visitors when creating the visit
Step 1 — Find or invite a visitor
In the visitor selection step, you can:
Search for an existing visitor by name or email address.
Enter a new email address to invite someone who isn't registered yet.
Step 2 — Build your visitor list
Add one or more visitors to the visit.
Step 3 — Create the visit
Once everything is ready, click Create visit.
🎉 Your visit has now been created, and invitations will be sent to the visitors you've added.
Option 2 — Add visitors later
Don't have your final visitor list ready yet? That's absolutely fine!
You can create the visit without selecting any visitors.
Once the visit has been created:
Go to Visits and open the relevant visit.
Click Add visitor to add people individually.
Alternatively, use the Excel import option to add multiple visitors at once.
This is especially useful when organising visits with larger groups.
🔎 6. Follow up on your visits
After creating a visit, you can open its details page to review and manage the information.
From here, you can:
Review the visit date and time.
Check the assigned organiser(s) and host(s).
View the selected zone.
See the list of visitors.
Add additional visitors.
Follow up on pending visitor statuses.
This gives you a clear overview of who is expected at your site.