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6 free employee safety checklists for your team

6 free employee safety checklists for your team

Hero author imageBy Ima Ocon
•
May 16th, 2025
•
6 min read
Hero image

Table of contents

  • Top employee safety checklists
    • 1. New employee safety orientation checklist
    • 2. Employee safety officer appointment letter template
    • 3. Employee safety training checklist template
    • 4. Employee safety handbook template
    • 5. Employee safety evaluation form
    • 6. Employee safety violation form
  • How to create an employee safety checklist template in Lumiform

Most workplace accidents are caused by human error and are preventable. This is why having a clear, repeatable process for safety checks is necessary. Employee safety checklists help you stay ahead of risks by documenting hazards, ensuring PPE compliance, and standardizing safety protocols across shifts and teams. 

By being consistent in your safety routines, you’ll save time and reduce incidents. The pre-made checklists below make it easier for you to track tasks, flag issues early, and keep your documentation audit-ready.

Top employee safety checklists

Try out the templates below to improve your team’s processes:

  1. New employee safety orientation checklist

    New employee safety orientation checklist
    Use this templateSee details
    Welcoming a new team member involves making sure they step onto the job fully aware of how to stay safe. This orientation checklist walks you through key safety topics like emergency exits, PPE usage, equipment protocols, and hazard reporting. It helps you structure a consistent onboarding experience so you don’t miss vital details during those crucial first days. With pre-built sections for general site rules, role-specific safety measures, and acknowledgment signatures, it’s designed for clarity and thoroughness. You can easily adapt the checklist to different roles or job sites by adding location-specific hazards or team-based procedures. 
    Use this templateSee details
  2. Employee safety officer appointment letter template

    Employee safety officer appointment letter template
    Use this templateSee details
    When you assign a safety officer, clear communication is key. This appointment letter formalizes the role, outlining responsibilities, expectations, and legal obligations in a professional format. It includes ready-to-fill fields for the employee’s name, role duration, and scope of duties, as well as clauses on training requirements and incident response protocols. The format makes it easy to ensure compliance with internal policies and regulatory standards. You can personalize it by inserting job-specific duties or adding digital signature fields for fast approvals. 
    Use this templateSee details
  3. Employee safety training checklist template

    Employee safety training checklist template
    Use this templateSee details
    Training is an ongoing process, especially when it comes to safety. This checklist allows you to track and document the essential training sessions your team needs to complete. From fire drills and first aid basics to heavy machinery protocols, you can use this template to lay out each session with corresponding checkboxes, due dates, and trainer assignments. It also includes space to record completion dates and attach proof of attendance. You can tailor the checklist based on job functions or risk categories. This keeps all of the information transparent and easy to audit later on.
    Use this templateSee details
  4. Employee safety handbook template

    Employee safety handbook template
    Use this templateSee details
    A clear, well-organized handbook sets the tone for your safety culture. This template offers a structured way to communicate all your safety policies, emergency procedures, reporting channels, and employee responsibilities in one place. With customizable sections and intuitive formatting, you can break down dense topics into easy-to-navigate chapters, from chemical handling to workplace ergonomics. Built-in placeholders guide you on what to include, while formatting options let you insert charts, diagrams, or acknowledgment forms. You can then swap in your company’s internal guidelines and tailor the tone depending on your industry.
    Use this templateSee details
  5. Employee safety evaluation form

    Employee safety evaluation form
    Use this templateSee details
    Through ongoing evaluations, you can better understand how safety policies are being applied in the real world. This form supports regular assessments of employee safety behavior, awareness, and compliance. It includes rating scales, open comments, and a summary section for recommended actions or training refreshers. Whether you’re observing someone on the factory floor or reviewing field technicians, this form helps you stay objective and consistent. You can modify evaluation criteria based on job roles or operational risks and even link to past incidents or prior evaluations to track improvement over time. Make it more dynamic by setting follow-up tasks automatically if someone scores below a threshold.
    Use this templateSee details
  6. Employee safety violation form

    Employee safety violation form
    Use this templateSee details
    Mistakes happen, but documenting them properly is what keeps people accountable and systems improving. This violation form offers a clear structure for recording incidents, from minor PPE lapses to serious breaches. It includes sections for describing the violation, identifying witnesses, outlining disciplinary actions, and suggesting corrective measures. With options for dropdowns, checkboxes, and signature fields, it speeds up reporting and helps maintain a reliable paper trail. You can customize the categories and severity levels to align with your company’s safety code.
    Use this templateSee details

How to create an employee safety checklist template in Lumiform

Building your own employee safety checklist in Lumiform gives you oversight on what matters most to your team. Start by using the AI form builder to draft your checklist in seconds, or tweak one of the templates above to fit your specific site conditions or safety protocols.

You can include multiple input types like checkboxes, text fields, and even photo uploads to document hazards visually or verify compliance on the spot. Keep it mobile-friendly so your team can complete checklists directly on-site with their phones. This reduces delays and ensures real-time documentation.

If your checklist flags a safety issue, like a missing guardrail or blocked fire exit, you can immediately assign a follow-up task to the responsible person and track its resolution.

Once checklists are completed, use built-in data tools to analyze recurring risks or gaps across teams or locations. Generate instant reports to share with leadership or regulatory bodies and turn your everyday safety checks into a source of insight, not just compliance.


Frequently asked questions

What are common mistakes companies make with employee safety?

One big mistake is treating safety as a one-time training event instead of an ongoing culture. Another is failing to update procedures after incidents or near misses. Outdated signage, inconsistent communication, and assuming “common sense” is enough can also lead to preventable risks. Regular walk-throughs and team debriefs help keep things up-to-date.

How can you encourage employees to report safety issues?

Employees are more likely to report problems if they know they won’t be blamed or ignored. Make reporting simple, ideally accessible via mobile, and allow anonymous submissions if needed. Recognize staff who speak up and close the feedback loop by showing how reports lead to real changes. This builds trust and keeps reporting active.

How can you prevent safety protocols from being ignored?

Build them into daily routines instead of making them extra steps. For example, tie PPE checks to clock-in procedures or assign pre-shift walkthroughs to team leads. Visual reminders in high-risk zones, paired with peer accountability, work better than generic posters. Rules should make sense, so explain why, not just what.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Health and safety
  • General
  • Professional services
  • Human resource management
  • Workplace safety

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10 reasons why workplace safety is important4 steps of a job safety analysis (JSA)4 ways that workplace safety increases worker productivityHow to perform safety inspections

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