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Managing Contractor onboarding
Who is this article for?Administrators who want to learn to manage Contractor onboarding.
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Effective Contractor onboarding is crucial for ensuring workplace safety, compliance, and productivity in any organisation. This guide will walk you through best practices for contractor onboarding, provide key recommendations for streamlining the process, and highlight additional training opportunities to enhance your contractor management program.
1. Contractor onboarding
- PDF: Contractor Onboarding Process QRG, Contractor Onboarding QRG - PDF, Contractor Onboarding Diagram - PDF, Contractor Onboarding with OnSite QRG - PDF
- PowerPoint: Contractor Onboarding QRG - PPT, Contractor Onboarding Diagram - PPT, Contractor Onboarding with OnSite QRG - PPT
|
Role |
Description |
|---|---|
|
Contractor Representative |
A representative from the external contracting company who will be responsible for the completion of all assigned tasks within the Lucidity system. |
|
Contractor Manager |
A representative from the internal organisation who is responsible for the management of the contracting company, often both within and outside of the Lucidity system. |
Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be given access to the system to manage their own documents and subcontractors, lightning the administrative burden for the organisation.
Some examples of tasks contractor representatives may be asked to do within the Lucidity system are:
- Ensure their staff complete company inductions in Lucidity Induction.
- Stay abreast of their requirements via Lucidity Intranet.
- Manage the HR details of their staff in Lucidity HR, including the archiving of sub-contractors.
- Manage the needs and records of their staff in Lucidity Competency, including role allocation and uploading of records and ensuring all remain up-to-date and valid.
- Manage company documents in Lucidity Contractor and ensuring all remain up-to-date and valid.
- Manage company assets in Lucidity Asset.
- Report incidents affecting or involving the organisation in Lucidity Incident.
- Complete form records in Lucidity InForm.
- View permits and isolations in Lucidity Permit to Work.
2. Recommendations
This guide aims to provide suggestions and recommendations but is not a definitive list. Organisations may chose to have contractors manage only 1 or any combination of the above options. This needs to be an internal business decision.
It is, however, recommended that contractor representatives are not asked to manage too many different items in the system. A common approach is inductions, subcontractor records and contractor documents only. This is outlined in more detail in the Contractor Onboarding Workflow section below.
3. Additional Training
- Watch our Lucidity Contractor Onboarding Training video (25 minutes) for a full overview.
- Access in-depth eLearning modules via the Lucidity Learning Portal:
- Choose the Contractor Onboarding option.
- Available for both Contractor Representatives and Contractor Managers.
- Find complete training for all Lucidity modules involved in the Contractor Onboarding process on the Learning Portal.