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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