Contractor onboarding
Records contractor business details, compliance evidence, verification checks, declarations and approval for work at a customer site. A live form your crew fills on their phones, not a Word template you retype on every site.
- Contractor business details
- Compliance evidence
- Verification checks
- Declarations
- Approval for work at a customer site
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Rendered from the live form itself. Your logo replaces the placeholder the day you subscribe.
When you need this form
No contractor should touch a client site before their paperwork is checked. Licences, insurances, ABN, safety documentation, worker competencies and inductions all need verifying against expiry dates, not just collected. Site owners increasingly push that obligation down the chain, so whoever engages the contractor carries it. Onboarding is the gate where an uninsured or unlicensed trade gets stopped.
Email attachments in a shared inbox are not a compliance system. A structured record captures who verified each certificate, on what date, and holds the document itself against the contractor. Come an incident or a client audit, you can show the approval was made on evidence, and that the evidence was current at the time of engagement.
What good looks like
- Business details captured once: legal name, ABN, trading name, key contacts.
- Public liability and workers compensation attached with insurer and expiry date.
- Licences and tickets recorded per worker, not per company.
- Verification check ticked by a named person with the date sighted.
- Signed declarations plus an approval decision before any site access.
Contractor onboarding, answered
Is this a PDF or Word template?
Neither. It is a live form: your crew opens it on their phones, ticks it through, attaches photos and signs on the glass. Every submission is timestamped, GPS-pinned and stored as proof.
What documents should a contractor provide during onboarding?
Business and ABN details, public liability and workers compensation certificates with expiry dates, relevant licences and worker tickets, safety documentation, and signed declarations. Each should be sighted and verified by a named person.
Why does contractor onboarding need to be documented?
Because the organisation engaging the contractor carries the risk if they are unlicensed or uninsured. A dated verification record shows the check happened before site access, which is what clients and insurers ask for.
Can I buy just this one form?
It comes with the plan: this form, the other 276 in the library and Eaco AI for $29 a month, GST included. Cancel anytime.
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