Get a contractor's compliance documents collected and verified before they can be assigned to any project.

Trigger

A new contractor is proposed for onboarding.

Owner

People / Contractor Coordinator

Inputs

• Contractor intake, W-9, COI, Agreement, Rate Agreement.

Steps

1. Collect W-9, Agreement, COI, and Rate Agreement.
2. Verify documents are complete and current.
3. Set contractor.status = APPROVED.

Decision points

• Are all required documents present and current? → If not, status stays pending; the contractor cannot be assigned.

Outputs

• Approved contractor record.

Handoff

Project Manager

Failure / exception path

Missing or expired document — contractor.status stays below APPROVED; per the Standard's future rule, the contractor cannot be assigned regardless of project urgency.

Related system objects

Future automation opportunity

Auto-expire contractor.status when a COI's expiration date passes, without waiting for the weekly review to catch it.

Required data

• Document type
• Submitted date
• Expiration date
• contractor.status
• Approved date