Solutions/Subcontractors/Subcontractor onboarding software

Subcontractor Onboarding Software (UK)

Problem: Onboarding becomes endless email chasing when every subcontractor sends paperwork in a different way. Outcome: Send one onboarding link, collect everything consistently, approve quickly, and keep compliance up to date with reminders.

Self-serve onboarding portalStandardised document checklistsExpiry alerts and remindersAudit trails

See It In Action

Subcontractors submit details and documents once. Your team reviews, approves, and keeps everything current.

Onboarding Portal & Approvals
Supply Chain
Onboarding Portal & Approvals

One onboarding link per subcontractor

Document uploads and checklists

Approval workflow for compliance

Automated chasing for missing items

Expiry tracking for insurances and qualifications

Next deadline
In 3 days
Audit trail
Timestamped
Workflow
Create → Review → Approve → Export
PDF / Mobile / Portal

Example UI preview. Book a demo to see your exact workflow.

How It Works

Make onboarding predictable: collect the same information every time and remove the chasing from your team.

  1. 1

    Send an onboarding link

    Invite subcontractors to a portal so they can enter details and upload documents securely.

  2. 2

    Collect the right paperwork

    Use a checklist approach for CIS, insurances, qualifications and any site requirements.

  3. 3

    Review and approve

    Your team can confirm compliance, request changes, and approve subcontractors for live projects.

  4. 4

    Keep it current

    Track expiry dates and chase renewals before they become a site or audit issue.

  5. 5

    Mobilise faster

    Once onboarded, allocate subcontractors to new jobs without restarting the paperwork.

Features That Move The Needle

Built for high-stakes construction workflows: deadlines, compliance, and audit trails.

Self-service onboarding portal

Stop manual chasing — subcontractors submit everything in one place.

Standardised document checklist

Collect consistent data across projects so compliance isn’t ad-hoc.

Approval workflow

Know who is approved for site and who still has missing items.

Automated reminders

Reduce back-and-forth by chasing missing documents automatically.

Expiry tracking

Avoid expired insurance or qualifications becoming a risk on site.

Central document storage

Make audits and client checks painless with one searchable record.

Reuse across projects

Mobilise quickly by allocating already-onboarded subcontractors to new jobs.

Audit trails

Prove what was submitted, reviewed and approved — and when.

Proof & Confidence

Onboarding used to take days of chasing. Now we send one link and we can see exactly what’s missing and who’s approved.

Contracts Administrator, UK contractor
Faster mobilisation
Unlimited
Users
Self-serve
Onboarding

Who It’s For

  • Commercial and contracts administrators
  • Payroll / accounts teams
  • Site managers coordinating labour
  • Procurement / supply chain managers
  • Directors who need compliance visibility

Already using Site Samurai? Jump to the module features and workflows your team needs.

FAQ

Common questions teams ask before they book a demo.

What does subcontractor onboarding software do?
It standardises how you invite subcontractors, collect compliance documents and approvals, and maintain an audit-ready record — without relying on email chains.
What documents can I collect during onboarding?
Common items include CIS details (e.g. UTR), insurance certificates, qualifications/cards, and any company-specific requirements.
Do subcontractors need a Site Samurai account?
You can onboard subcontractors via a portal link so they can submit what you need without your team doing manual data entry.
Can I chase missing items automatically?
Yes. Use reminders and clear “missing” status to reduce time spent manually following up.
Do you track expiry dates for documents?
Yes. Track expiry dates so you can chase renewals before they become a compliance issue.
Does this integrate with CIS verification?
Yes. Onboarding and CIS verification workflows work together so your supply chain record stays complete.

Ready To See It On Your Jobs?

Start a trial for hands-on access, or book a demo to map your workflow to the platform.