Onboarding should prove readiness before mobilisation
Subcontractor onboarding is more than collecting a few documents. The project team needs confidence that the subcontractor is approved, insured, competent, briefed and ready for the specific work they are about to complete.
Use the checklist before mobilisation so missing evidence does not become a site-day problem.
Evidence to request
- Company details, contacts and scope of work.
- Insurance, accreditations and relevant policy evidence.
- Training, competency and role-specific certificates.
- Project RAMS, COSHH assessments and method statements.
- Plant, equipment, inspection or service records where needed.
- Site induction completion and briefing acknowledgements.
- Approval status, reviewer comments and outstanding actions.
Check expiry and project fit
Valid evidence still needs to match the project. Check expiry dates, work scope, named people, locations, plant and site-specific hazards. If a document is generic, ask what has been reviewed for this job.
Make approval status visible
Project managers, supervisors and administrators should be able to see whether the subcontractor is approved, conditionally approved or blocked. Hidden approval notes create confusion close to the start date.
How Zektrx helps
Zektrx helps contractors manage subcontractor onboarding, document checks, expiry dates, approvals, actions and site readiness records in one connected workflow.