Subcontractor Onboarding Training Checklist

Quick answer

Issue a one-page checklist with named worker list, employer name, assigned tickets for the package, file standards (full card face, dates visible), and a deadline aligned to gate checks. Reject incomplete packs early rather than sorting them on day one.

Checklist contents

• Company and contact for training queries
• Named individuals attending (passport-style name match)
• Role for each person on your project
• Required cards and courses for that role/package
• Expiry dates covering the planned attendance window
• Readable evidence files per requirement
• First-aid or other cover claims if they supply them
• Declaration of who verified the originals

Onboarding sequence

1. Send the checklist with the subcontract award or labour order.
2. Receive and score the pack against the checklist before induction slots.
3. Load accepted rows into the matrix with employer tags.
4. Return a short gap list for anything missing.
5. Re-check on personnel substitutions.

Standards that save time

Specify file naming, maximum age of scans, and that composite gang PDFs must be split. State that verbal assurances are not accepted. Align your checklist language with what principal contractors ask you for, so subcontractors are not surprised later.

Honest limits

FieldClear helps you store and filter subcontractor training once received. It does not replace due diligence or contract terms. Subcontractor visibility use cases are operational only. This guide is not legal advice.