Contractor Onboarding Checklist for Insurance
A checklist for onboarding contractors and external service providers, covering compliance verification, safety induction, and access management.
Aligns with ASIC regulatory requirements, General Insurance Code of Practice, and AFSL obligations. Includes audit trail provisions.
Complete Checklist
- 1Verify the contractor's ABN and confirm their business registrationCritical
- 2Collect and verify proof of required licences and qualificationsCritical
- 3Confirm the contractor holds adequate public liability and professional indemnity insuranceCritical
- 4Obtain proof of workers compensation insurance if the contractor has employees
- 5Execute a contractor agreement or purchase application with clear scope and terms
- 6Conduct a site-specific WHS induction covering hazards and emergency proceduresCritical
- 7Issue a visitor or contractor identification pass
- 8Explain site access restrictions and working hours
- 9Review the site safety rules and confirm the contractor will comply
- 10Provide details of the site contact person and supervision arrangements
- 11Confirm the scope of work and any permits or approvals required
- 12Check that the contractor has the appropriate tools, equipment, and PPE
- 13Record the contractor's emergency contact details
- 14Brief the contractor on waste disposal and clean-up expectations
- 15Have the contractor sign the site induction and agreement to comply with site rulesCritical
Frequently Asked Questions
Are we responsible for the safety of contractors working on our site?
Yes. Under Australian WHS legislation, you have a duty of care to all workers on your premises, including contractors and their employees. This means providing a safe work environment, conducting site-specific inductions, and ensuring contractors are aware of and manage hazards. Both you and the contractor share WHS obligations, so clear communication and documentation are essential.
How should we manage contractors who work on site regularly?
Regular contractors should complete a full induction initially and receive a refresher annually or when conditions change. Maintain a contractor register that tracks induction dates, insurance expiry dates, and approved work areas. Treat regular contractors similarly to employees in terms of safety communication and include them in relevant toolbox talks and emergency drills.
What insurance should contractors have before working on our premises?
At minimum, contractors should hold public liability insurance, typically with a minimum cover of ten to twenty million dollars. If they provide professional advice, professional indemnity insurance is also necessary. If the contractor employs workers, they must have workers compensation insurance. Verify coverage amounts and expiry dates before work commences and keep copies on file.
Need help implementing these checks into your daily operations?
Our team can build custom checklists integrated into your daily operations workflow.