Contractor onboarding

Template

Assign a new contractor to work with you on a new project. But first, you’ll need to assign all facilities, security clearance and documentation required prior to starting the work. Now, you’ll be able to organize all of that in a single streamlined workflow!

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

1. Hiring manager
2. Contractor name
3. Desired start date
4. Contract end date
5. Area
- Concrete
- Electrical
- Welding
6. Is the contractor currently working on any other company's site?
- Yes
- No

Inbox

1. Process assignee
2. Assignee's email
3. Location
4. Project name
5. Start date

Requisitions

1. Security manager's email
2. IT manager's email
3. Facilities manager's email
4. Is a facilities setup needed?
- Yes (please send an email to facilities using the email templates button)
- No
5. Leave the facilities by
6. Facilities status
- Email sent
- Confirmation received
7. Send also a request to IT for equipment, profile and access.
- Email sent
- Confirmation received
8. Request a badge from the Security.
- Email sent
- Confirmation received
9. Badge number

Onboarding package

1. Contract and other documents
2. Onboarding package delivery to hiring manager
- Yes
3. Assign the hiring manager and move the card to the next phase.

First day

1. Attach the signed contract here.

Done

Welcome aboard

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