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The Contractor Onboarding Process

What are the three key elements of contractor onboarding?

When working with contractors, onboarding is an essential part of ensuring the success of the project. Investing time in the onboarding process can help build relationships between clients and contractors, set expectations and save time in the long run. Read on to find out what elements you really need to consider when onboarding a contractor. 

1.    inclusion 

Onboarding a contractor should be about more than just paperwork; it’s about creating an environment where contractors feel included from the outset. Setting up a virtual orientation for the contractor can help to foster team spirit and make them aware of the culture at your organisation. Introducing them to key personnel via video conference or chat tools will help them to build relationships with their peers and begin to understand their role within the project. This will help to  ensure they feel like a valued service provider, rather than just another additional resource who’s been hired to do a job.  

2.    time 

As well as researching what tools and resources are available to contractors, you should also share information about how they can access those resources quickly and easily during onboarding. Sharing this information upfront will save your HR/Line Management team time later if any issues arise regarding access rights or lack of knowledge regarding the systems you use. It also helps new contractors better understand the workflow processes that are already in place which saves time when it comes to delivering results efficiently. 

3.    expectations 

When onboarding a contractor, setting expectations of deliverables, responsibilities and timelines for completion upfront can prevent any discrepancies further down the line. Having clear expectations in place from day one means there won’t be any surprises if something needs revising or amending later on in the project lifecycle as everyone involved knows exactly what’s expected from them from day one. Additionally, if you’re using a delivery/project  management process you can use this information to track progress against goals throughout each project stage ensuring consistent communication between all parties involved throughout its duration. 


When it comes to working with contractors, investing time into onboarding is essential for successful projects as it helps create an inclusive environment where contractors feel they are adding value right away, saves time by giving them access to all necessary resources upfront and sets clear expectations so that deadlines are met every step of the way. Taking advantage of technology ensures that there’s always consistency throughout each project stage when it comes to communication and tracking progress against objectives so both clients and contractors alike benefit from successful outcomes every single time!

Get in touch if you want further information on what an ideal contractor onboarding process looks like or if you have any questions regarding working with contractors.

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