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Contractor Onboarding Checklist

Below is a sample checklist to use when onboarding a new contractor. Feel free to copy this doc to add notes and edit it to your liking.
Onboarding Checklist
To Do
Notes
✅
1
Introduction: Start by introducing the contractor to the team and outlining their role.
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2
Communication: Set expectations for communication channels, availability, and response times.
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3
Project Brief: Provide a clear project brief, outlining the scope of work, goals, and deadlines.
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4
Access to Tools and Resources: Ensure the contractor has access to all the tools and resources they need to complete the project.
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5
Payment Terms: Clarify payment terms, including invoicing and payment schedule
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6
Feedback and Progress Tracking: Establish a system for providing feedback and tracking progress.
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Contractor Name:

Contractor Email:

Contractor timezone: Date onboarding starts: Goal to complete onboarding by:


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