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Use the checklist before work starts

Contractor compliance is easier to manage when each record has an owner, evidence file, expiry date and current status. Use this checklist to identify what should be visible before a contractor is sent to work.

Core checklist items

  • Business and worker licences relevant to the work
  • Public liability and workers compensation insurance
  • SWMS, risk documents, permits and site requirements
  • Inductions, tickets, training records and certificates

1. Confirm required documents

List what the contractor must provide for the work type, role, site requirement or client requirement.

2. Capture expiry dates

Record expiry dates for licences, insurances, permits, certificates and training evidence.

3. Review status regularly

Check missing, expiring and expired records before audits, site access or renewal deadlines.

Do not let the checklist live in a static document

A checklist is useful at onboarding, but contractor records keep changing after onboarding. CertSync turns the checklist into an ongoing register with expiry reminders and reporting.

What to keep reviewable

  • Who reviewed the document
  • When the record expires or needs follow-up
  • Where the evidence file is stored
  • Which records are missing, expired or expiring soon

Contractor compliance checklist FAQs

What should be on a contractor compliance checklist?

A contractor compliance checklist often includes licences, insurance certificates, SWMS, permits, inductions, training records, evidence files, expiry dates and review status.

How often should contractor documents be reviewed?

Contractor documents should be reviewed before work starts, when expiry reminders are triggered, after renewals, and before audits or client compliance reviews.

Turn your contractor checklist into a live register

Book a CertSync demo to see how contractor documents, expiry reminders and evidence exports work together.