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New employee safety orientation checklist

New employee safety orientation checklist

Standardize onboarding with this checklist template. It’s a practical tool for tracking key training steps and staying compliant from day one.

Use this template
or download pdf
New employee safety orientation checklist

Standardize onboarding with this checklist template. It’s a practical tool for tracking key training steps and staying compliant from day one.

Use this template
or download pdf

About the New employee safety orientation checklist

Standardize your onboarding process with a new employee safety orientation checklist, ensuring every new hire receives and confirms key safety information. From evacuation routes to PPE protocols, this template gives you a structured format for documenting orientation steps, improving accountability and regulatory compliance. It helps you stay compliant and onboard faster, while making sure you don’t miss important details.

Key elements of the new employee safety orientation checklist

Here are the checklist’s main components:

  1. Company safety policies: Use this section to walk new hires through your internal safety protocols. This is your chance to highlight your safety culture and the expectations that come with it.
  2. Emergency procedures: Clearly lay out evacuation routes, emergency contacts, and what to do in case of fire, medical emergencies, or severe weather. This reduces confusion in real scenarios, especially for workers unfamiliar with the facility layout.
  3. PPE training and equipment use: This covers the proper use of personal protective equipment and any specific tools they’ll need on the job. You can use this to minimize on-the-job injuries and reinforce safe equipment handling.
  4. Hazard communication: Explain how to identify and report hazards, where to find Safety Data Sheets (SDS), and how to handle dangerous materials. This encourages a proactive approach to workplace safety.
  5. Incident reporting procedures: This helps your team understand the steps for reporting injuries, near-misses, or unsafe conditions. You’re then better able to respond quickly and track trends across worksites or departments.

Best practices for using the new employee safety orientation checklist

Many workplace incidents happen within an employee’s first few weeks often because of skipped steps or unclear communication during onboarding. A new employee safety orientation checklist helps prevent that, but only if you use it the right way. Here are some tips for making the most out of it.

Start by tailoring the checklist to each role or department. Safety risks vary across job functions, and your checklist should reflect those specifics. A warehouse worker needs very different training than a front office employee, so divide your template into modular sections when needed.

Document completion in real time, not long after. Supervisors should review each item with the employee during the walkthrough. This encourages interaction, questions, and better retention of critical information.

Finally, regularly review and update your checklist. Regulations change, and new equipment shows up, so treat this template as a dynamic document. Outdated forms are one of the easiest ways to miss safety compliance.

Build safer workflows from the start

Set clear expectations from day one with this template, which enables you to document every key step. You can then walk each new team member through site-specific safety steps with precision and confidence. Download this template today and set up a stronger safety foundation, no matter who’s leading the orientation.

Related categories

  • Health and safety management templates
  • General templates
  • Workforce management and HR templates
  • Workplace safety templates
Preview of the template
entity_item!!!
Page 1
General Safety Orientation
Reviewed company safety policies and procedures
Familiarized with emergency action plan and evacuation routes
Informed of location of first aid kits and fire extinguishers
Instructed on proper use of personal protective equipment (PPE)
Workplace Hazards
Identified potential physical hazards in work area
Understood procedures for reporting hazards or unsafe conditions
Informed of location of safety data sheets (SDS)
Received training on handling and storage of hazardous materials
Equipment and Tools
Received training on proper use of equipment and tools
Understood lockout/tagout procedures for equipment maintenance
Informed of safety features and guards on equipment
Instructed on safe lifting techniques and material handling
Incident Reporting
Informed of process for reporting work-related injuries or illnesses
Understood procedures for reporting near-misses or unsafe acts
Provided contact information for designated safety personnel
Acknowledged location of incident reporting forms

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Effective risk assessment: Key steps and best practicesJob safety analysis (JSA): A comprehensive guideSafety audit: A comprehensive guide to proactive risk management
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Template collections

See comprehensive collections of best practice templates related to this topic.

6 free employee safety checklists for your team34 free safety inspection checklists for every industry45 free risk assessment templates for every industry 
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Employee safety appJob safety analysis softwareHealth and safety management system softwareMachinery safety software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

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

Frequently asked questions

Who should lead a new employee safety orientation?

It’s best delivered by someone who understands both safety protocols and the specifics of the role. This is typically a site manager, supervisor, or safety officer. Avoid outsourcing it entirely to HR unless they work closely with operations. Having the trainer available for follow-up questions after the session is also key.

How do you track if the orientation was actually effective?

Follow up within the first month using short check-ins or on-the-floor evaluations. Ask new hires to identify safety equipment, explain emergency steps, or walk through PPE use. If they struggle, your orientation needs adjustment. Gathering feedback anonymously also gives insight into what’s missing or unclear.

How can you make safety orientation more engaging for new hires?

Break up the session with hands-on demos, walkarounds, or short quizzes. People retain more when they actively participate, not just sit through presentations. You can also involve seasoned employees in mentoring roles. This not only reinforces best practices but builds a stronger safety culture through peer learning.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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