SUBCONTRACTOR ONBOARDING AND MANAGEMENT PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Initialize Subcontractor Profile: Create a new entry in the 'Subcontractors' data model to begin the onboarding record.
[ ] Collect Compliance Documents: Assign a task to the Onboarding Coordinator to verify insurance, licenses, and tax documentation.
[ ] Update Compliance Status: Update the 'Compliance Status' field in the Subcontractor entry to 'Verified' once documents are checked.
[ ] Fetch Vendor Tax ID: Retrieve the Tax ID and company details from the submitted onboarding form.
[ ] Send Welcome Email: Send a standardized welcome email to the Subcontractor containing the portal login instructions.
[ ] Background & Reference Check: Create a task for the Risk Management team to perform necessary background and reference checks.
[ ] Calculate Risk Score: Execute a formula based on compliance gaps, years in business, and reference ratings to generate a Risk Score.
[ ] Set Risk Rating: Update the 'Risk Rating' field in the Subcontractor data model based on the calculated score.
[ ] Retrieve Contract Templates: Fetch the relevant Master Service Agreement (MSA) template from the Data Model based on the service type.
[ ] Create Contract Record: Create a new entry in the 'Contracts' data model linked to the Subcontractor entry.
[ ] Final Contract Signature: Assign a task to the Subcontractor to sign the digital contract.
[ ] Activate Subcontractor: Update the 'Status' field to 'Active' once the signed contract is received.
[ ] Calculate Total Onboarded Cost: Sum the 'Onboarding Fees' or 'Setup Costs' from all active Subcontractor entries for budget tracking.
[ ] Notify Field Manager: Send an SMS to the Field Manager notifying them that a new subcontractor is ready for assignment.
[ ] Generate Onboarding Monthly Report: Create a report summarizing the number of new subcontractors onboarded and their average risk scores.

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