Contractor onboarding checklist form template
A practical onboarding checklist to ensure contractors are set up correctly, safely, and efficiently before starting work and beyond.
5 minute read • 25 July 2025
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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What is this for?
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.
