Health, Safety & Quality

Manage contractor safety

Prequalify contractors, check their insurance and inductions, and see at a glance who is site-ready.

CoreSafety moduleContractorsFor safety & procurement coordinators~7 min

What it is

The contractor register tracks who is engaged on your sites, whether they are prequalified with current insurance, and which inductions their workers hold. A contractor is site-ready only with an approved, in-date prequalification and current insurance — and the register makes that judgement for you, surfacing the gaps and the renewals coming due so you can act before someone unqualified walks on site.

Contractors are an extension of your operation, and their safety record becomes your exposure the moment they are on your site. Prequalifying them, confirming their cover and recording their inductions is how you keep the duty of care intact across everyone working under your banner — and how you answer, instantly, the question a client or auditor will ask: is everyone on this site cleared to be here.

When to use it

  • A new contractor is being engaged and needs prequalifying
  • You need to confirm a contractor’s insurance is current before work
  • A contractor’s workers need site inductions recorded
  • You want to see who is site-ready and whose prequalification is lapsing

How it works

Step by step.

Health, Safety & Quality in Hexis — Everyone home safe — every site, every shift.
Health, Safety & Quality in Hexis — Everyone home safe — every site, every shift.
  1. 1

    Register the contractor

    Add the contractor and the sites they are engaged on, so they are tracked from day one.

  2. 2

    Prequalify them

    Record the prequalification and approve it once their documents check out. This is the first gate to site-readiness.

  3. 3

    Check insurance currency

    Record their insurance and its expiry. Cover that has lapsed drops them out of site-ready.

  4. 4

    Record worker inductions

    Log the site inductions each of their workers holds, so only inducted people are on site.

  5. 5

    Read site-readiness

    The register marks who is site-ready — approved prequalification plus current insurance — and flags who is not.

  6. 6

    Work the renewals

    Use the renewals worklist to chase prequalifications and insurance before they expire, not after.

Worked example

Follow it through.

The scenario

A cleaning contractor is engaged for the Riverside Plaza Meridian Retail site and needs clearing before they start.

  1. 1 Register "Brightline Cleaning Services" engaged at Riverside Plaza.
  2. 2 Record their prequalification, review the documents, and approve it.
  3. 3 Record their public-liability insurance with an expiry of Fri 31 Oct.
  4. 4 Log site inductions for their two workers, Aisha Rahman and Liam Brennan.
  5. 5 Read the register: the contractor shows site-ready with both workers inducted.
  6. 6 Note the renewals worklist flags another contractor’s insurance expiring next week and chase it.

The result

The cleaning contractor shows site-ready at Riverside Plaza with current insurance and two inducted workers, and a lapsing insurance elsewhere is queued for renewal.

Tips & notes

Good to know.

  • Treat site-readiness as a hard gate — an amber flag means do not let them start until the gap closes.
  • Work the renewals list ahead of expiry; chasing insurance after it lapses means downtime while you wait for the certificate.
  • Record inductions per worker, not per contractor — it is the individual on site who needs to be cleared.
  • A contractor with a recurring safety issue is a candidate for a hazard or a corrective action, not just a note.

When you’re done

Every engaged contractor is prequalified, insured and inducted, with site-readiness and upcoming renewals clear at a glance.

Ready to try it?

Every task here is a guided flow inside Hexis — the assistant walks you through it on your real data, with a person always on the call that matters.