What is Contractors in SafetyCulture?

The Contractors feature in SafetyCulture helps organizations maintain an organized register of contractor companies they work with. Within the dashboard, company managers can view and manage company details, key contacts, workers and their credentials, and compliance documents such as certifications and licenses in one place. They can also categorize contractors by type, request documents and forms from key contacts for prequalification, and monitor workers' activity. This helps maintain consistent oversight of contractor compliance across the organization.

After a contractor company is prequalified, you can onboard its workers by assigning onboarding workflows that guide them through any required training and credential checks, ensuring they're ready and compliant before starting work.

The Contractors dashboard brings together contractor companies, their documents, and worker credentials in one place. It provides clear visibility into compliance across your companies, helping you manage company information, track required documents, and monitor qualifications through a more streamlined contractor management experience.

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Add contractor companies to your organization and organize them by type to keep your contractor list structured and easy to manage. This helps you quickly identify the right contractors for specific projects and maintain a clear overview of who you’re working with.

When adding a company, you can update its status to reflect whether it meets essential requirements, such as certifications or insurance. You can also monitor document statuses, including expired, expiring soon, or pending approval, so you can quickly identify which companies need attention and follow up to maintain compliance.

Within each company profile, you can view and update key details, including phone numbers and email addresses, to keep records accurate and up to date. You can also add workers and assign a key contact where needed, giving you clear visibility over everyone associated with that company.

You can also send document requests and monitor the status of submitted documents, as well as track each worker’s credentials and activity across the platform, including Inspections, Issues, and Actions.

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Easily store and manage important company documents, like insurance certificates, contracts, and budgets, securely in one place. Categorize them by type and track expiration dates to receive alerts and stay on top of expiring documents. You can also archive outdated documents and easily restore them when needed to keep your space organized.

Easily collect the documents you need to meet your organization's requirements before contractors start work. Request documents such as insurance, contracts, or employment agreements from nominated key contacts. You can send requests when adding a new company or from an existing one, helping you stay on top of compliance and keep your records accurate and up to date.

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Request forms to capture specific information directly from nominated key contacts. You can upload standardized compliance forms, such as safety inductions, prequalification questionnaires, or checklists, that key contacts can download and complete as required. This helps you gather consistent, accurate information from contractor companies and ensure compliance is maintained across your organization.

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Ensure every document added to a company is accurate and meets your standards by going through an approval process. Review documents submitted by key contacts or added directly to your organization before it is considered valid. This helps maintain high-quality records and provides confidence in the documents stored for each company.

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Within a contractor company, you can view the credentials of workers associated with that company, giving you more focused visibility into their qualifications. Tracking credentials by company makes it easier to monitor validity, keep track of expiration dates, and identify which workers need updates. This helps your team manage worker credentials more effectively and ensure each contractor you work with has valid, up-to-date qualifications.