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

Done

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

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