Service Provider Onboarding Template

It's important to establish a good process and translate your organization's full needs and process into an easy-to-read onboarding document. A good onboarding guide answers common questions, such as how to respond to jobs, who to talk to when they arrive onsite, expected speed of response, dress code, and alternative contacts.

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A clear onboarding document eliminates repetitive conversations with providers and sets clear expectations from the beginning. It also makes it easier for new providers to complete compliance requirements, so they can get to work for you more quickly.

Download the Service Provider Onboarding Template here.
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For additional strategies and best practices for onboarding new providers to ensure business continuity, be sure to check out the Framework for a Strong Provider Network.