Exploring Health and Safety Contractor Management

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Exploring Health and Safety Contractor Management

    The Health and Safety Contractor Management application enables organizations to ensure that contractor workers possess the necessary certifications, skills, and completed trainings before arriving on site. This helps maintain a safe working environment by prequalifying contractors and managing their health and safety compliance efficiently.

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    Users and Their Roles

    • Safety contractor coordinator: Adds contractor companies and workers via the Health and Safety Workspace, manages health and safety compliance, tracks who is on site, assigns prerequisite training tasks, and grants site access.
    • Employee and Line manager: Initiate the health and safety pre-qualification process by adding contractor companies through the Employee Center.
    • Contractor worker: Completes assigned health and safety tasks and uploads required documents as notified via email.

    Workflow

    The safety contractor coordinator maintains detailed records of contractor companies and workers, including expertise and contact information. They assign prerequisite training and document upload tasks to contractor workers, who complete these tasks and notify the coordinator. Once all requirements are met, the coordinator grants site access to the contractor workers.

    Key Benefits

    • Prequalification: Facilitates tracking and verification of contractor companies and workers’ health and safety compliance.
    • Training and Documentation: Ensures prerequisite training and document uploads are confirmed before contractors arrive on site.
    • Document Management: Collects and stores necessary contractor documents to support compliance.
    • Site Access Control: Enables real-time tracking of contractor workers and controls site access based on compliance status.
    • Incident Management: Allows adding contractor workers involved in safety incidents or observations for accountability and follow-up.

    Next Steps

    To implement and optimize Health and Safety Contractor Management, explore configuration guides, contractor management best practices, and reference materials provided within the ServiceNow platform.

    Learn more about Health and Safety Contractor Management and review the benefits it can provide for different users in your organization.

    Health and Safety Contractor Management overview

    With this application, you can confirm that contractor workers have relevant certificates and skills and have completed the required trainings before they arrive at the site so that they can perform their job safely.

    Health and Safety Contractor Management users

    Table 1. Users
    User Description
    Safety contractor coordinator
    • Adds contractor companies and its workers from the Health and Safety Workspace.
    • Manages contractor workers for their health and safety and knows who is on site at all times. The contractor coordinator confirms that contractor workers have relevant certificates and skills and have completed the required trainings before granting them access to the site.
    Employee and Line manager Adds contractor companies from the Employee Center to initiate their health and safety pre-qualification process.
    Contractor worker Completes assigned tasks and upload documents as mentioned in the email notification.

    Health and Safety Contractor Management workflow

    1. Safety contractor coordinator adds and keeps track of all contractor companies' details in the Health and Safety Workspace. ​They also list all the contractor workers including their areas of expertise and contact details.
    2. Safety contractor coordinator assigns tasks to contractor workers to confirm that they’re up to date on prerequisite training and document uploads before they come on site.​
    3. Contractor workers receive an email for the assigned tasks and mark them complete​.
    4. When the prerequisite tasks have been completed by the contractor workers, the contractor coordinator grants them access for the site.

    Health and Safety Contractor Management benefits

    Table 2. Key features of Health and Safety Contractor Management and their benefits
    Benefit Feature Users
    Prequalify contractor companies and their workers to keep track of their health and safety. Add contractor company and worker
    • Safety contractor coordinator
    • Line manager
    Confirm prerequisite training and document uploads for contractor workers before they come on site. Task assignment for contractors Safety contractor coordinator
    Gather prerequisite documents form the contractor company and its workers. Contractor documents Safety contractor coordinator
    Track all contractor workers and know who is on site at all times. Site access Safety contractor coordinator
    Add contractor worker on incident and observation. People involved in a safety incident
    • Line manager
    • Safety agent