Contractor Onboarding and Tracking
Onboard many contractors and keep certifications current.
Bringing on contractors by hand is slow, and out of date certifications create real risk. We automate contractor onboarding and give them a portal to track their own status, so you stay in control across every project.
Why is contractor onboarding such a drain?
When you run many projects with many contractors, onboarding becomes a flood of forms, inductions and certificates. Doing it by hand does not scale, and it is easy to lose track of who is cleared to work.
Onboard contractors without the paperwork
Contractors onboarded quickly, without the manual paperwork.
Keep certifications and inductions current
Certificates and inductions tracked and kept current.
Give contractors a clear status portal
Contractors see their own status and what is outstanding.
What manual contractor onboarding costs you
Slow, manual onboarding holds projects back and adds risk. Work is delayed while contractors wait to be cleared. Someone with an expired certificate slips through. Your team spends days chasing documents. And you cannot show, at a glance, that everyone on site is cleared to be there.
Projects delayed while contractors wait
Work stalls while contractors wait to be cleared.
Expired certificates slipping through
Lapsed certificates reach site because tracking is manual.
Days lost chasing documents
Staff spend days chasing the same documents.
We automate onboarding and keep it current
We build one process to onboard contractors, collect what you need once, and track every induction and certificate. Contractors get a portal to see their own status, and you get a clear view across every project.
Collect it once
A simple form collects contractor details, inductions and certificates one time, with nothing keyed twice.
Check and clear
We automate the checks and approvals, so a contractor is cleared to work as soon as the requirements are met.
Track to expiry
We track every certificate and induction to its expiry, with reminders before anything lapses.
Show the status
A portal lets contractors see their own status, and a dashboard shows you who is cleared across every site.
The result: contractors onboarded faster, certifications kept current, and a clear view of who can work.
Customer Spotlight
How this works in practice
A builder managing hundreds of contractors across many sites onboarded each one by hand and tracked certificates in spreadsheets. We built one automated process to collect details once, clear contractors when requirements were met, and track every certificate to expiry, with a portal so contractors could see their own status.
The outcome
Contractors onboarded without the paperwork
Certificates tracked to expiry
A portal contractors can check themselves
One view of who is cleared across sites
Safe by design
AI is only useful if you can trust it. We build automation and agents you can stand behind in an internal review or in front of a regulator. We design for Australian data and privacy expectations, which matters most in government, health, education and financial services. Your data is never used to train public models.
Controls we build in
- Identity controls
- Least-privilege access
- Clear data-handling rules
- Audit logs
- Human handoffs
Other examples of our work
What good looks like
City Council
Nintex + SharePoint
The property acquisition process was slow and complex, with delays and inaccuracies at each hand-off.
We mapped the process end to end, then automated it with Promapp, Nintex and SharePoint Online.
Outcomes
- Acquisitions move faster
- Fewer errors
- Progress visible in real time
State Education Department
Identity + Automation
Assigning Microsoft licences at this state education department was a slow, manual job that struggled to keep up with growing staff numbers.
We automated licence assignment from HR data using Azure AD groups and PowerShell, starting with a proof of concept.
Outcomes
- Licences assigned automatically
- Lower admin overhead and cost
- Auditable, compliant process
Cement Manufacturer
SharePoint
The client needed a modern, secure place to work and share documents.
We set up a SharePoint environment with an intranet, people directory and document libraries.
Outcomes
- 8 team sites set up
- 2 TB moved across
- A modern, secure intranet
Regional Council
Power Platform
Power Platform and Microsoft 365 had grown across seven environments with little governance.
We reviewed the whole setup and supported the changes to tighten security and control.
Outcomes
- Governance across 7 environments
- 1,400 monthly runs under control
- 200+ app launches a month
Ports Operator: AI Scheduling Agent
Microsoft Copilot
Staff extracted shipment scheduling data from email attachments and websites manually, so reporting ran late and sources never quite lined up.
We built an AI agent that reads the attachments and websites itself, files the data and flags changes to stakeholders.
Outcomes
- Schedules gathered automatically
- One source of truth
- Changes flagged as they happen
Outside School Hours Care Provider: Voice AI Agent
Copilot Studio
Directors spent much of each day answering policy calls from centre managers, covering everything from incident reporting to child safety rules. Answers varied between people, and many frontline staff speak English as a second language.
We built a voice-enabled AI agent, grounded only in the client’s policies, that answers first so Directors do not have to.
Outcomes
- Directors freed from routine calls
- Consistent answers every time
- Inclusive for bilingual staff
Early Learning Peak Body
Power Pages
A new funding model required two-way data exchanges between every kindergarten, the governing body and Queensland Treasury, and there was no portal to handle it.
We built a portal in Power Pages as the one-stop shop for submissions, documents and live funding data.
Outcomes
- One portal for 38 kindergartens
- Funding visible in real time
- Secure, accurate exchanges
Insurance Provider
SharePoint + Power Platform
An unsupported SharePoint 2010 setup was a security risk and held back HR and Payroll.
We moved this insurance provider to SharePoint Online and rebuilt the key forms and approvals in Power Platform.
Outcomes
- Payback in six months, not two years
- Sensitive HR data better protected
- One setup for staff worldwide
Outside School Hours Care Provider
Power Automate
A government wage rise meant issuing more than 2,500 staff contracts at once, and the manual process was too slow.
We automated the run with Power Automate, a Power App form and DocuSign.
Outcomes
- 2,500+ contracts issued
- Signed copies filed to SharePoint
- Fewer manual steps and errors
Industry Ombudsman
Records365 + SharePoint
The client had no electronic records system, and the existing document platform could not co-author, control versions or search well across 93,000 documents.
We implemented Records365 over SharePoint Online and built a modern intranet alongside it.
Outcomes
- 93,000 documents under control
- Co-authoring at last
- A modern intranet
Common questions about contractor management
What does contractor onboarding automation do?
It replaces manual forms and spreadsheets with one process that collects contractor details once, runs the checks, and clears them to work when the requirements are met. It then tracks inductions and certificates so they stay current.
Can contractors see their own status?
Yes. We build a portal where each contractor can see where their onboarding is up to, what is still needed and when certificates are due, so your team is not fielding calls.
How does it handle certificate expiry?
The system tracks each certificate and induction to its expiry date and sends reminders before anything lapses, so no one ends up on site with an out of date clearance.
Does it work across many projects at once?
Yes. It is built for businesses running many projects and many contractors. A dashboard shows who is cleared across every site, so you stay in control.
What is it built on?
We build on the Microsoft Power Platform, so the data stays in your environment with access controls and audit logs, and it connects to the systems you already use.
What happens when a certificate is about to expire?
The contractor is reminded before it lapses, and your team is told if it does. Chasing certificates by hand is where this normally falls over.
Can a contractor be blocked from site if they are not compliant?
The system shows their status clearly and flags it. Whether that becomes a hard block is your policy decision, and we build to whatever you decide.
How much of this do contractors do themselves?
As much as possible. The portal lets them upload and update their own documents, which is faster for them and takes the admin off your team.
Ready when you are
Tell us the problem. We will bring the plan.
Start with a discovery session. You leave with clear, prioritised next steps, not a sales pitch.
What to expect
- A consultant replies within 4 business hours
- Session booked to understand your requirements
- We will provide you with a fixed price quote