Contractor Approval Process

Objective

This SOP outlines the steps for approving contractors through the onboarding module, ensuring all necessary documentation is reviewed and approved efficiently.

Key Steps

Step 1: Invite Contractors to the System 0:00

• Use the contractor onboarding module to invite all contractors you engage for work.

• Ensure that each contractor receives an invitation to complete their onboarding.

Step 2: Receive Notification of Completion 0:12

• Wait for an email notification indicating that a contractor has completed their onboarding process.

Step 3: Access Contractor Profile 0:20

• Click on the link in the email notification to access the contractor's profile directly.

Step 4: Review Uploaded Documents 0:33

• Check the documents uploaded by the contractor, including:

  • Public liability insurance

  • Workers' compensation documentation

  • Reference to their safe work method statement.

Step 5: Approve or Add Notes 0:48

• If all documents are in order, mark the contractor as approved.

• If any documents are missing or require clarification, add a note to the contractor's profile.

Step 6: Save Notes and Notify Contractor 1:02

• Ensure that any notes added are saved in the contractor's profile.

• The contractor will receive an email notification regarding the notes and what they need to address.

Step 7: Review Resubmitted Documents 1:42

• Once the contractor addresses the noted issues, review the updated documents.

• Confirm that all required details are correct.

Step 8: Final Approval 1:52

• Mark the contractor as approved once all documentation is verified.

Cautionary Notes

• Ensure that all required documents are reviewed thoroughly to avoid compliance issues.

• Keep track of any notes added to ensure clear communication with contractors.

Tips for Efficiency

• Set reminders to check for email notifications regarding contractor onboarding completion.

• Use a checklist to ensure all required documents are reviewed before approval.