Introduce a streamlined, standardised procedure within one consolidated system. Every document, credential and approval in one place - requested, chased and stored automatically, so nothing depends on someone remembering to check a spreadsheet.
Your organisation defines which documents are required.
Heresafe requests the documents; the contractor uploads via the Self-Service Portal.
An authorised reviewer accepts, rejects or refers each submission.
Approved documents join the live compliance record, with dashboards tracking status and expiry.
Automatic reminders prompt a replacement before expiry, and the cycle repeats.
Once contractor and supplier records move into Heresafe, a compliance manager gets one searchable record instead of chasing five different spreadsheets, contractors update their own documents through the self-service portal instead of emailing them in, and renewal reminders catch an expiring credential automatically rather than someone finding out too late. That’s the foundation the rest of the contractor management lifecycle builds on.
A customisable prequalification questionnaire – covering insurance, accreditations and health & safety management – sits behind every new contractor or supplier, backed by a centralised contractor playbook so the bar stays the same whoever’s reviewing the submission and whichever site they’re headed to.
Instead of separate spreadsheets, shared drives and paper files per site or per team, Heresafe holds every contractor and supplier’s documents, credentials and approval history in one Supplier Database – searchable, permissioned, and the same record whoever on your team is looking at it. Each supplier company’s record also holds individual profiles for every worker they send to site, so a check on a company’s status doesn’t hide whether a specific person’s own credentials are actually valid. A Contractor Compliance Administrator can pull up a contractor’s full history in seconds instead of asking around for whichever spreadsheet was last updated.
Your organisation sets the required documents, Heresafe requests them, and contractors submit and update their own insurance, accreditations and RAMS through the Self-Service Portal rather than your team chasing them by email. Each submission goes through Accept/Reject/Refer before joining the live compliance record, separating contractor attestation from verification so nothing is treated as valid until it has actually been reviewed. Insurance verification can also be handled as a distinct check rather than disappearing into a generic “documents” bucket.
A Staff Database covers your own employees and in-house contractors the same way the Supplier Database covers external companies – one governed system for who’s compliant to be on site, not a tool that only tracks the people from outside your organisation.
Automated renewal reminders flag documents approaching expiry before they lapse – so a Site & Premises Manager finds out a contractor’s insurance is about to expire with time to act, not the day someone happens to open that contractor’s file.
Every record carries a full data trail – what changed, when, and by whom – so it’s always retrievable and always owned by you, not sitting in a report that a mistyped spreadsheet formula could silently break.
Derek Holes, Facilities Manager, Ornua Foods Read full case study“We were very dependent on paper processes to manage our contractors on site; understanding the concept of continuous compliance through the Heresafe infographic opened my eyes to how we could move in the right direction to remove ourselves from paper and use a forward-thinking system.”
Unsure if Heresafe is the right fit? We understand that choosing a new system can be challenging. That’s why we’ve developed our Onboarding Kit to simplify the decision-making process.
No matter which package you choose, you’ll receive the best features tailored for you and your team, to achieve your automation and management goals. Find more details on the available packages.
You’ll get to see and choose your customisation options, and check out the available add-ons and extras so the system is exactly what you want and need.
Keeping this guide with you, and working closely with us, we can walk you through onboarding so you can be completely up and running with your own Heresafe system.
Book a demo of Heresafe with the team.
We’ll chat through your requirements and see if Heresafe is right for you.
We’ll send you demo access and our onboarding kit to help you decide what you need.
You decide if we’re right for you. No pushy sales calls.
Like what you see and hear? Let’s get you onboarded with Heresafe!