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− | == Introduction ==
| + | = Introduction = |
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− | Zeeland Refinery N.V. (from now on: ZR) has developed, in close cooperation with IQ-Pass International B.V. a “Contractor Portal.” | + | == For who are these pages? == |
| + | The information on these pages is intended to be read and understood by the CONTACT PERSON of an organisation. This CONTACT PERSON will have the ability to maintain its own organisation data, register persons working for your company on Zeeland Refinery site or register Subcontractor organisation requring access to the site of Zeeland Refinery. |
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− | Aim of this portal is to:
| + | Organisations that need to be registered are: |
| + | * Organisations receiving purchase orders from ZR (Contractor or similar having a direct relation with Zeeland Refinery) |
| + | * Organisations hired by a ZR approved organisation to execute works on the site of ZR (Subcontractor, indirect relation with Zeeland Refinery) |
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− | :: - Give better insights to contractors about their employees or hired personnel and subcontractors about their acceptance status to be able to work on the site of ZR | + | '''Please note: |
| + | * A Contractor can also be a staffing agency or an advisory bureau or any other type of company performing work at ZR premises (including office work) |
| + | * A company that requires to be registered can also be a material supplier or external revsion company when working directly for ZR (but there is no need for them to register personnel or subcontractors)''' |
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− | :: - Improve the efficiency on both contractor and ZR side in the administrative processes with relation to company acceptance (prequalification) and admission of personnel on the site
| + | == ZR Contractorportal becomes mandatory in time == |
| + | The portal will be treated by ZR as a mandatory requirement to get access to the site. We advise you to familiarize yourself with it and to check (and update when needed) your company, personnel and personal data. Delays upon site entrance for the first time can be avoided if you follow the given instructions. |
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− | :: - Reduce costs, both for contractors and for ZR, due to these efficiency improvements | + | == Contacts in case of questions == |
| + | You can contact: |
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− | :: - Give automatic triggers by e-mail about expiration of certain documents like a company safety certificate or a personal safety certificate. | + | In other cases, or strange error messages: |
| + | * First check the instructions on this WIKI! |
| + | * IQ-Pass support: [mailto:support@iq-pass.com support@iq-pass.com], telnr: +31 346 796 008 (reachable during office hours) |
| + | ::Please mention you work in the portal of Zeeland Refinery. |
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− | <br>
| + | == Other topics == |
− | By implementing this portal, ZR is:
| + | === Browser Compatibility === |
| + | The Contractor Portal website works in all modern browsers, although we personally recommend Google Chrome or the latest Microsoft Edge/Edge Chromium. Currently, the website is not (yet) optimized for smartphones/small screens. |
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− | :: - Transparant on the data we keep about companies and personnel
| + | === Language === |
| + | The language used on these pages is English, as Zeeland Refinery works with a multitude of languages spoken used by our business relations. English is considered as the common language we all speak/read/write (at least ZR personnel and all contractor personnel, level foremen and higher). |
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− | :: - Compliant with requirements by law, particulary GDPDR (privacy law)
| + | Where “he” is mentioned in this manual, also “she” is meant. (analogue for himself, herself and similar references)'' |
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− | :: - Automating administrative steps as much as reasonably possible
| + | === Sharing of this information === |
| + | You can freely distribute the link to this these pages to your subcontractors or agencies you hire for activities to be executed on the site of ZR. |
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− | <br>
| + | == Important links == |
− | As a contact person for a company, you can find in this manual the ways:
| + | === Link to the portal === |
| + | * Link to the portal: [https://zeelandrefinery.go-workforce.com https://zeelandrefinery.go-workforce.com/] |
| + | * Link to the Helix site: [https://zr.helixworks.eu https://zr.helixworks.eu] |
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− | :: - How to register your company for approval to ZR site
| + | === Link to detailed instructions === |
− | | + | * [[Contact_person:Registering_your_own_organisation|Registering your own organisation]] |
− | :: - How to register your own personnel for approval to ZR site
| + | * [[Contact_person:Registering_your_subcontractors|Registering your subcontractors]] |
− | | + | * [[Contact_person:Registering_persons_of_your_organisation|Registering persons of your organisation]] |
− | :: - How to register subcontractor organisations for approval to ZR site
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− | <br>
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− | Via the portal, you will always have access to the most recent acceptance status and you will be notified by e-mail on important changes to your access status.
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− | == 1.1 Sharing of this document == | |
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− | You can freely distribute the link to this procedure to your subcontractors or agencies you hire for activities to be executed on the site of ZR.
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− | <br>
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− | == 1.2 For who is this manual? ==
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− | This manual is intended to be ready and understood by the contact person of either:
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− | :: - A company directly receiving purchase orders from ZR (Contractor)
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− | :: - A company hired by a Contractor to execute works on the site of ZR (Subcontractor)
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− | <br>
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− | Please note: <br>
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− | :: - A Contractor can also be a staffing agency or an advisory bureau or anything else but which has been given a purchase order of ZR to work with.
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− | :: - Material Suppliers (no activities on ZR site) will also be registered in this contractor portal, but there is no need for them to register their personnel and also no need for them to register a transport company.
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− | == 1.3 Related Manuals ==
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− | <TO BE ANNOUNCED link naar Manual Guards>
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− | <br>
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− | == 1.4 Link to the portal and Browser compatibility ==
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− | Link to the portal: https://zeelandrefinery.iqsoft.nl
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− | The website works in all modern browsers, although we personally recommend Google Chrome. Currently, the website is not optimized for smartphones.
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− | <br>
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− | == 1.5 Not registered, No Access ==
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− | The portal will be treated by ZR as a mandatory requirement to get access to the site. We advise you to familiarize yourself with it and to check (and update when needed) your company, personnel and personal data.
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− | <br>
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− | == 1.6 Start Situation ==
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− | ZR has migrated company data and personnel data from their own systems, so we don’t start with an empty system to ease the transition for both ZR and its (sub)contractors.
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− | <br>
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− | == 1.7 Contacts ==
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− | <br>
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− | In case of questions on how to use this portal, you can contact:
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− | :: - IQ-Pass Support: [email protected], telnr: +31 346 796 008 (reachable during office hours) | |
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− | :::Please mention you work in the portal of Zeeland Refinery.
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− | '''Your first point of contact is the above mentioned Support address.'''
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− | <small>Only in very specific cases, you can contact:
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− | </small>
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− | <br>
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− | == 2 Registering your own organisation for the first time ==
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− | ''(note: existing companies are migrated into this new system, in case of doubts please contact ZR Purchasing or ZR Guards, who can check this for you.)''
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− | == 2.1 Contact Zeeland Refinery ==
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− | :: 1. Please contact the purchasing department of ZR and ask for the registration of your company or contact one of the ZR purchasers you are in contact with.
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− | <br>
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− | :: You have to provide, preferably by e-mail:
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− | ::: a. Name of the company (fully spelled & correctly according the official registration)
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− | ::: b. Country of your company
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− | ::: c. VAT-nr (to uniquely identify your organisation)
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− | ::: d. Initials, prefix (optional) & lastname of the contact person for your company (ex: E. the Flyer)
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− | ::: e. E-mail address that willl be used for all communication from the portal to your company, preferrably not linked to a person (eg: [email protected]) | |
− | ::: f. Short textual description of the type of work you will do on ZR site.
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− | <br>
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− | :: 2. ZR Purchasing will, based on the provided information, perform a ‘basic registration’ of your company in the system, alongside the registration of a you as a contact person for this company.
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 002.png|thumb|left|Figure 1: E-mail as confirmation of the registration of you as a contactperson for your organisation]]<br clear=all>
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− | :: 3. A second mail will be send containing your credentials (username and a generated password).
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− | <br>
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− | == 2.2 First logon in the system ==
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− | <br>
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− | :: 4. Upon your first logon to the portal, you will have to change your generated password and accept the terms & conditions. As both Zeeland Refinery and our software provider IQPass International B.V. both will process your data, you have to accepts both terms.
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 003.png|thumb|500px|left|Figure 2: After first logon - change password and accept terms ]]<br clear=all>
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− | ::: After you changed your password and accepted the terms & conditions, you will automatically be logged off for security reasons).
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− | <br>
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− | == 2.3 Fill in your Organisation Data == | |
− | :: 5. Please logon again and now, you’ll see your organisation. As the contact person for your organisation you have to fill in the organisation details, upload the requested documents and fill in the questionnaire as requested by Zeeland Refinery.
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− | <br>
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− | '''2.3.1 General Data'''
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 004.png|thumb|500px|left|Figure 3: Requested Company Information –tab General Information ]]<br clear=all>
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− | ::: Note: At any time you can save your progress by pressing the SAVE button.
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− | <br>
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− | '''2.3.2 Uploading documents'''
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 005.png|thumb|500px|left|Figure 4: Requested Company Information – tab Documents ]]<br clear=all>
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− | ::: Note: in this figure you’ll see that the first two documents have been uploaded already. Further symbols are on the left side of the documents:
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− | ::: {| class="wikitable"
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− | | * || Mandatory Document. When you do not have this, please upload a document explaining this.
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− | |-
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 006.png|center|Download a document]]
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− | || Download a document
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 007.png|center|Delete a document ]]
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− | || Delete a document
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 008.png|center|Hover your mouse above this for further information on this field ]]
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− | || Hover your mouse above this for further information on this field
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− | |}
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− | <br>
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− | ::: On the right side of the documents:
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− | ::: {| class="wikitable"
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− | |-
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 009.png|center|Document not provided yet ]]
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− | || Document not provided yet
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 010.png|center|Document awaiting ZR approval ]]
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− | || Document awaiting ZR approval
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 011.png|center|Document approved]]
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− | || Document approved.<br>Note ZR does not approve/disapprove individual documents, but all information as a whole -> this leads to all documents being approved/disapproved.
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− | |}
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− | <br>
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− | ::: <span style="color: red"> Strong Advice: When available, upload the optional documents as well, as they can help to ease the judgement of ZR of your organisation approval. </span>
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− | <br>
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− | '''2.3.3 Fill in the questionnaire'''
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 012.png|thumb|500px|left|Figure 5: Requested Company Information – tab Questionnaire ]]<br clear=all>
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− | ::: ZR has defined a questionnaire for your organisationtype, which requires answering. Please provide all requested answers before
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− | <br>
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− | == 2.4 Submitting all provided data for ZR approval ==
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− | ::: When everything is filled in correctly you can issue all data for ZR approval by pushing the button SUBMIT FOR APPROVAL
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− | ::: You’ll get a popup asking for your confirmation as you cannot edit your data anymore (and before ZR has taken a decision to approve or not).
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 013.png|frameless|left|Submit organisation information for approval]]<br clear=all>
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− | ::: After the confirmation, all information is no longer editable and a banner on the head of your organisation details page indicates this.
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 014.png|frameless|left|information is no longer editable]]<br clear=all>
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− | <br>
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− | == 2.5 Approval/Disapproval by ZR ==
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− | ::: The ZR Purchasing department will have a look at the data you provided and will either APPROVE or NOT APPROVE your company based on the provided information.
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− | <br>
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− | '''2.5.1. ZR Approves your organisation'''
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− | ::: If ZR approves your organisation, you will receive a mail indicating the approval.
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 015.png|frameless|left|Mail indicating the approval of your organisation]]<br clear=all>
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− | ::: Only AFTER the approval of your company, you can register persons belonging to your company who need to work on ZR site (either in offices, or in the field). In case no people work on ZR site (if you only work remotely, or only deliver material) you do not have to register persons and the process is finished.
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− | <br>
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− | ::: When you click on Organisations in the menu, you’ll see your organisation with an APPROVED indicator to the right.
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 016.png|frameless|left|Your organisation with an APPROVED indicator to the right]]<br clear=all>
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− | '''2.5.2 ZR Disapproves your organisation'''
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− | In case ZR does not (yet) approve your organis
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− | ation, you will be notified by a mail indicating this including the reason. In the example hereafter, the reasons given by ZR are:
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− | ::: - incorrect chamber of commerce registration
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− | ::: - expired safety certificate
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 017.png|frameless|left|Your organisation data has been refused]]<br clear=all>
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− | ::: <br> You will also see this as a banner in your organisation’s data:
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− | ::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 018.png|frameless|left|Incorrect registation]]<br clear=all>
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− | == 2.6 Duration of approved organisation ==
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− | After approval by ZR, your organisation is approved for 5 years. However, during this period you may receive several mails indicating some data will expire. The ZR Contractor Portal helps you keeping the data up-to-date by indicating twice (you will not be spammed), several weeks before the expiration that you need to upload updated information.
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− | '''2.6.1 Expired documents'''
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− | For some of the provided documents, a validity period, needs to be given. Example is for a company safety certificate (VCA), where both a start and end-date need to provided. You can upload new documents either when you have them or after you receive a notification by the portal about the expiration.
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− | '''2.6.2 Expired RFI/Questionnaire'''
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− | Before the validity period expires (after 5 years), you need to completely review and renew your organisation’s data (changes to made, new documents to be uploaded, new questionnaire to be filled in). If you do this timely, and ZR approves it, you are again approved for 5 years.
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− | :: <span style="color: red"> If you do not renew your RFI, or don’t do this timely, you’re organisation becomes not approved and persons do not have access to the site anymore. It is important you act on these messages! </span>
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− | == 2.7 Viewing Organisation Statuses ==
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− | A symbol on the organisation view indicates the status of the organisation. The following symbols exists:
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− | <br>
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− | {| class="wikitable"
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 019.png|frameless|center|registered]]
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− | || Registered || Organisation is being registered and not submitted for approval
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− | |-
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 020.png|frameless|center|Waiting for approval]]
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− | || Waiting for Approval || Organisation has been submitted for approval, ZR to have a look at it
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− | |-
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 021.png|frameless|center|Approved ]]
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− | || Approved || Organisation is approved by ZR
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− | |-
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 022.png|frameless|center|Declined]] | |
− | || Declined || Organisation is declined by ZR. Data can be changed by the contact person of the organisation and resubmitted for approval.
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− | |}
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− | <br>
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− | : <span style="color: red">Please note that access of persons to the site is depending on the status of your organisation. Only with organisation status Approved, your people will have access to the site.</span>
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− | == 3. Registering a subcontractor belonging to your organisation ==
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− | When your organisation is in the APPROVED state, you can register companies working for you as Subcontractor or f.i. as organisation providing temporary labor (Staffing Agency)
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− | <br>
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− | == 3.1 Using an already approved company as subcontractor for your company ==
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− | If you know the name of a company already working for ZR, you can simply add him as your subcontractor. Note: This only works for organisations who are in the APPROVED status.
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− | <br>
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− | Click on Projects in the menu on the left, the following screen appears:
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 023.png|thumb|500px|left|Add a company as a subcontractor]]<br clear=all>
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− | Click on the Relation button, next your current ‘Tree’ shown:
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 024.png|thumb|500px|left|'Relation' button]]<br clear=all>
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− | : - In the Search Box, type the name of the company (minimum of three letters, the system displays the companies whose name starts with the input in the search field.
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− | : - Search for the organisation, and drag it below your own organisation
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− | : - Press the SUBMMIT button on the bottom right to save it.
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 025-0.jpg|thumb|left|Search and pair organisation]]
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 025.png|thumb|center|Drag an item to change the order of the tree structure]]<br clear=all> | |
− | '''Rules'''
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− | :: - You can only add an organisation below your own organisation
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− | :: - You cannot REMOVE an organisation from the ‘tree’, contact ZR Purchasing for this.
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− | <br>
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− | '''Effects'''
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− | :: - If you add an organisation like this, the organisation and its status becomes visible to you in the organisation view (read only)
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− | :: - Secondly, the persons belonging to the added organisation also become visible to you in the persons view (read only)
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− | :: - Advantage: Direct view on acceptance status of both persons and organisations.
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− | == 3.2 Registering a new subcontractor ==
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− | A completely new contractor can be added by the contact person of an organisation which is registered via ZR. The approval/not approval decision will be done by ZR after all information has been provided via the portal.
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− | <br>
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− | '''3.2.1 Step 0: Start to Add an Organisation'''
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− | <br>
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− | In order to do so, you have to click from the Organisation menu on “Add Organisation”. A “stepper” starts which helps you to create a new organisation.
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 026.png|thumb|500px|left|Adding an organisation]]<br clear=all>
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− | '''3.2.2. Step 1: Choose the organisation type'''
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 027.png|thumb|500px|left|Select the organisation type]]<br clear=all>
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− | Please note: leave the switch 'Global Organisation' switched on (green).
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− | Choose the organisation type from the following options. If you have questions, you can contact the ZR Purchasing department.
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− | {| class="wikitable"
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− | |-
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− | | Non-Industrial/Administrative Services On Site || For low risk activities (office cleaning, administrative support, plumbing or similar or companies providing advisories after visiting the plant (together with your organisation)
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− | |-
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− | | Subcontractors >= 100.000 hrs || For subcontractors who have more spend more than 100.000 hours annually in the field., typically (very) big subcontractors working in the ZR plant.
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− | |-
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− | | Subcontractors < 100.000 hrs || For smaller subcontractors working in the ZR plant
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− | |-
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− | | Staffing Agency || For agencies delivering temporary personnel
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− | |}
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− | '''3.2.3 Step 2: VAT number'''
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− | <br>
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− | First, select the country. Second type the VAT-nr (without the country) and click on the 'verify' button.
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− | <br>
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− | <span style="color: red">Make sure you have the VAT-number of the organisation, as this uniquely identifies the organisation in the system. The VAT-nr cannot be changed anymore after this step! </span>
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 028.png|thumb|500px|left|Enter a VAT number]]<br clear=all>
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− | '''3.2.4 Step 3: Organisation Name'''
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− | <br>
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− | After pushing the 'verify' button in Step 2, the system will perform a check with the European Union VIES database. When the VAT number is found, the portal displays some company data. Although some elements might not be correct (VIES database does not always contain the correct data), you do not have to correct the information at this stage (the contact person of your subcontractor should do that for you). Only make sure the company name reflects the actual name as close as possible.
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− | <br>
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− | Press the Next button to move on to the next Step, leave 'Subcontracting allowed?' set to NOT SELECTED.
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 029.png|thumb|500px|left|Step 3: organisation name]]<br clear=all> | |
− | '''3.2.5 Step 4: Permission Groups'''
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− | <br>
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− | Click on Add Permission Groups and make sure “Contactpersoon Organisatie (Sub)” is selected. When selected it will be visible like shown hereafter. Press NEXT when done.
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 030.png|thumb|500px|left|Add Permission Groups]]<br clear=all>
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− | '''3.2.6 Step 5: Assigning a contact person for the organisation'''
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− | <br>
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− | Fill in the Initials, prefix, surname, e-mail and communication language of the contact person of the organisation you would like to add.
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− | <br>
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− | Click on Select a role and Add the role “Contactpersoon Organisatie”.
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− | <br>
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− | Click on Select a Project and Add “ZR Organisatieketen” (only option). Press ADD when finished.
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 031.png|thumb|500px|left|Assigning a contact person for the organisation ]]<br clear=all>
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− | The organisation will appear in the overview of your organisations, in the Registered status.
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− | <br>
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− | In parallel, the contact person of the subcontractor will receive mails from the system:
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− | <br>
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− | :: - That he is registered in the system as a contact person for the organisation
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− | :: - mail with username and temporary password
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− | [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 032.png|thumb|500px|left|Overview of your organisations]]<br clear=all>
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− | == 3.3 Completing subcontractor data ==
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− | The process from this point on is completely similar to the process of registering your own organisation, except that the contact person of the subcontractor should do everything, in short:
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− | <br>
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− | ::: - Complete all organisation data, documents and questionnaire
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− | ::: - Approval process by ZR
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− | ::: - Registering persons belonging to his organisation, who will work on ZR site.
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− | You can see the status of the organisation by looking at the status symbol (see 2.7)
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− | | |
− | == 4. Special Procedures ==
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− | | |
− | == 4.1 Changing the contact person of your organisation ==
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− | '''4.1.1 Step 1: Add the new contact person'''
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− | <br>
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− | The old contact person should add the new contact person (person) to the portal, if he does not already exist in the portal. (see manual guards on how to do this).
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− | <br>
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− | When the old contact person no longer exists and can’t perform this anymore, please contact ZR Purchasing with the information described in the next step and ask to create a new contact person for the organisation.
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− | <br>
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− | '''4.1.2 Step 2: Send a mail to ZR Purchasing containing:'''
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− | <br>
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− | ::: - The organisation name
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− | ::: - The old contact person (name and e-mail address)
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− | ::: - The new contact person (name and e-mail address)
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− | ::: - Is the new contact person already in the portal (Yes/No)
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− | | |
− | '''4.1.3 Step 3: Receive mail about your account creation'''
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− | <br>
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− | On the provided mail address of the new contactperson, a mail will be delivered that your account has been created with a temporary password.
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− | <br>
| |
− | '''4.1.4 Step 4: Logon for the first time'''
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− | <br>
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− | Change your password and accept the terms and conditions and check if you can see your organisation’s data.
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− | <br>
| |
− | <br>
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− | '''''Document revision history'''''
| |
− | <br>
| |
− | {| class="wikitable"
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− | |-
| |
− | | '''Revision''' || '''Date''' || '''Description'''
| |
− | |-
| |
− | | 0.1 || February 2020 || Initial version
| |
− | |}
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− | <br>
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− | ''The language used in this document is English, as Zeeland Refinery works with a multitude of languages spoken used by our business relations. English is considered as the common language we all speak/read/write (at least ZR personnel and all contractor personnel, level foremen and higher). Where “he” is mentioned in this manual, also “she” is meant. (analogue for himself, herself and similar references)''
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− | <br>
| |