Contractor onboarding checklist template
For managers bringing in an external contractor. The contract and NDA are signed, an end date is recorded, accounts are created with an expiry date matching the contract, and access is limited to the projects in scope.
- App: Checklist Flow for Jira
- Category: Employee onboarding and offboarding
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 7 items, 4 required
- Suggested for: Task, Service Request
Items
#| Item | Required |
|---|---|
| Contract and NDA signed | Required |
| End date recorded | Required |
| Accounts created with an expiry date matching the contract | Required |
| Access limited to the projects in scope | Required |
| Security and privacy briefing given | Optional |
| Point of contact named | Optional |
| Invoicing details and approver set up | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates