Add an Employer, Vendor, or Legal Party - Common Procedure

Add an employer, vendor, or legal party:

1. Click to the immediate right of the Vendor field.

   A window opens.

2. Click Add Employer.

   The Add Employer window opens.

3. Select Vendor from the Company Type field.

4. Select the contact type this vendor is from the Available under the Contact Type heading.

   Press and hold CTRL on your keyboard to select multiple values.

5. Click > > to move the contact type from the Available to the Selected field.

6. Select the maintenance categories this vendor belongs to from the Available under the Maintenance Categories heading.

   Press and hold CTRL on your keyboard to select multiple values.

7. Click > > to move the maintenance categories from the Available to the Selected field.

8. Complete the following fields in the General Information table:

   • Name

   • Address

   • City

   • State

   • Postal Code

   • Country

   • Phone

   • Fax

   • Department

   • Mobile #

   • Email

   • Website

   • AKA Name

9. Select the parent company from the Master Employer Group field.

   Create a new group or category.

   Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

10. Enter notes in the Notes field.

11. Complete the following fields in the Financial Details table:

    • Vendor Number

    • Federal Tax ID

    • Bank Routing #

    • Account #

    • Hourly Rate

    • Travel Rate

    • After-Hours Rate

12. Complete the following fields in the Company Information table:

    • Coverage: Select the level of coverage from this field.

      Create a new group or category.

    • Number of States: Enter the number of states the vendor services.

    • Number of Technicians: Enter the number of technicians this vendor has.

    • Number of Service Trucks: Enter the number of service trucks this vendor utilizes.

    • Business Hours: Enter the business hours of the vendor.

    • After-Hours Contact: Enter the contact information of the after-hours contact.

13. Select the Self-Perform? check box if this vendor performs the work themselves (rather than hiring third-party assistance).

14. Select the Has After Hours Support? check box if this vendor has after-hours support.

15. Select the vendor rating from the Vendor Rating in the Rating/Additional Information table.

    Create a new group or category.

16. Enter the effective date of your contract with the vendor in the Effective Date field.

    You can also click Calendar to open the Date Picker and select the appropriate date.

17. Select the check boxes for all that apply:

    • Is Preferred Vendor?

    • Is Primary Owner?

    • Is RE Contract Vendor?

    • Is Equip Contract Vendor?

    • Is Minority Owned?

    • Is LGBT Owned?

    • Is Female Owned?

    • Is SBA Program?

18. Click Add.

    The window closes. The employer, vendor, or legal party appears as selected in the field.

1. On the Manage Employers page, click Edit in the row of the Vendor Employer that you want to add vendor sites to.

2. Select Vendor in Company Type if not already selected.

3. Scroll to the Vendor Sites pane then click Add Vendor Site.

   Existing inactive vendor sites are not listed.

4. Complete the fields and click Add.

   The Vendor Site ID and Vendor Site Name you enter must be unique to the vendor to which this vendor site relates.

5. Click Update in the Edit Employer dialog.

   The vendor displays on the Manage Vendor Sites page.

6. To view the newly created vendor site, on the System Administrator Dashboard click Manage Vendors > Manage Vendor Sites.

Once you have created a vendor, you can add information about insurance policies they hold. This table is not visible when you first add a vendor.

Add Vendor Insurance

Edit Vendor Insurance

Delete Vendor Insurance