Subcontractor Onboarding Checklist
Track onboarding prerequisites together while assigning the insurance decision to a named reviewer. Collect sensitive tax and payment information through your approved secure process.
Download the original TXT template
How to use it
- Assign owners for contract, licensing, tax, payment and insurance tasks.
- Set the insurance deadline earlier than the planned mobilization so corrections can be reviewed.
- Keep the work authorization decision separate from the receipt of documents.
Customize the template
Your entries stay in this browser tab. Leave a field blank to keep its placeholder in the download.
SUBCONTRACTOR ONBOARDING Subcontractor: [Legal business name] Trade / project: [Work scope and project] Planned start: [Start date] Onboarding owner: [Name] [ ] Legal entity and primary contact confirmed. [ ] Signed agreement and approved scope retained. [ ] Required licenses checked with the issuing authority. [ ] Tax documentation received through the approved secure channel. [ ] Insurance schedule provided to the subcontractor and agent. [ ] Current policy evidence and required endorsements received. [ ] Insurance reviewer has recorded a decision and open items. [ ] Safety and site-access prerequisites completed. [ ] Lower-tier subcontracting responsibilities confirmed. [ ] Renewal dates assigned to a follow-up owner. Outstanding prerequisite: [Task, owner and deadline] Authorized start decision: [Decision, approver and date] Secure file references: [Approved record locations]
Example in practice
A plumbing contractor has signed the agreement and supplied its tax form, but the insurance review is pending. Those completed tasks do not automatically authorize site access.
Certy tracks insurance certificates. It does not currently replace your tax-document system, safety platform or contractor licensing database.