Existing Client Onboarding Audit

This existing client onboarding audit template helps teams confirm that all current clients have completed required safety assurance questions and submitted core WHS documentation. It includes sections to record brand (e.g., VNS, NNA, Edmen, Carestaff, Swingshift, First Choice), audit date, and preparer. Auditors verify how many clients have completed safety assurance, sample five clients per brand, and check that six documents are received and stored: safety management system or plan, WHS policy, site-specific induction or training, internal audits, consultation processes, and incident and injury reporting. Use this to standardize reviews, close gaps, and ensure compliant client onboarding.