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.
  • Last updated 20/09/2025.
  • Designed for United Kingdom use.
  • Suitable for use in other territories; check local laws first.
  • Instantly download as Word / PDF / plain text, or send by email.
  • Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
SAVE 1 hour 30 mins drafting and research time, and reduce your risk.

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.

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Frequently Asked Questions

  1. Can I use this template in my small business?

    Yes. The Contractor onboarding checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.

  2. Is this template compliant with 2025 UK employment law?

    Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.

  3. Can I customise it for my organisation?

    Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.

  4. Do I get instant access?

    Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.

  5. What if I need more help, not just this template?

    If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.