Contractor onboarding checklist form template

Contractor onboarding checklist form template cover image
Contractor onboarding checklist
Template
Contractor onboarding checklist form template cover image
£19

A practical onboarding checklist to ensure contractors are set up correctly, safely, and efficiently before starting work and beyond.

2 pages / 436 words

Suitable for use in
Great Britain & Northern Ireland (United Kingdom)
Global (but always check your local legislation)

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Contractor onboarding checklist form

Name:  
Role/Service:  
Department/Team:  
Contract Manager/Point of Contact:  
Contract Start Date:  

Pre-start – Admin tasks

Task Date Completed
Issue contract or agreement  
Verify right to work/status checks  
Confirm insurance documentation (if applicable)  
Organise PPE or equipment (if applicable)  
Provide site access information and induction date  
Inform internal teams of start (IT, Facilities, etc.)  

Pre-start – Line Manager/Point of Contact tasks

Task Date Completed
Confirm workspace/location and access

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This Contractor Onboarding Checklist helps organisations prepare for a contractor’s arrival with clear, structured steps.

It includes compliance, IT access, policies, and key introductions.