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Site induction template

Site induction template

Use this site induction template to instruct all workers, contractors, and employees before work begins.

Use this template
or download pdf
Site induction template

Use this site induction template to instruct all workers, contractors, and employees before work begins.

Use this template
or download pdf

About the Site induction template

There’s a list of tasks all employers must do when inducting contractors or employees to a new construction site. Keeping track of every safety and administrative concern is hard to do reliably without proper documentation. That’s where a site induction checklist comes in–it can ensure all your staff is properly trained in company policies so that you stay compliant with the Occupational Safety and Health (OSH) Act.

Key elements of the site induction template

A site induction template sets the stage for getting new team members up to speed on your construction site. Here are the main components of the template:

  1. Basic administration details: Start by gathering the essentials—names, contact info, and proof of training or certifications. This helps you track who’s on-site and ensures everyone meets your baseline safety criteria.
  2. Work documentation verification: Include a section for confirming licenses and qualifications. This isn’t just a formality–it’s how you make sure your team is equipped to handle the tasks safely and legally.
  3. Safety procedure acknowledgment: Map out key site-specific safety points, like emergency exits, first aid stations, and assembly zones. Getting this signed off ensures everyone knows the plan if something goes wrong.
  4. Equipment and tool inspections: Include checks for up-to-date tags on tools and machinery. This is your line of defense against preventable accidents so everything is safe and compliant before anyone uses it.
  5. Incident reporting steps: There should be a clear outline for reporting injuries or near-misses. This way, your team knows exactly what to do to keep issues from escalating.

Why you should use the site induction template

This site induction template makes onboarding new team members smoother and more reliable. With the template, you can go through all necessary safety and administrative points without missing anything critical. This process not only keeps your workforce informed but also protects your company from compliance issues, showing you’ve taken due diligence seriously.

Another major benefit would be saving time. Instead of reinventing the wheel each time, the template allows you to go through each step quickly while remaining consistent. You can track which workers have been inducted, confirming that everyone understands the site’s specific hazards, rules, and emergency procedures.

It also gives you clear documentation that can serve as proof of compliance during audits or inspections. This means fewer headaches if questions arise about safety practices or training.

Download Lumiform’s site induction template today

Simplify the whole process of site induction with this template. It covers key areas, from safety checks to license verifications, so that your site can run smoothly and maintain compliance. It’s designed for straightforward use, including mobile access, so you can check off every crucial step as you conduct inspections. Start using the template now to keep your documentation organized and easy to follow!

Related categories

  • Health and safety management templates
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Preview of the template
Audit
Select date
ADMINISTRATION
Is the employer safety book available and completed with all employees red/white card information?
Have Safe Work Method Statements (SWMS) been viewed, completed, signed off and match the work that's to be carried out onsite?
Do contractors or employees have appropriate certificates or licenses to carry out work onsite?
Do mobile plant or equipment operators have all relevant documentation, such as service history, operating manual, risk assessment & SWMS, daily checklist, and certificate or license. If yes, the plant & equipment checklist must be completed.
Are material safety data sheets available where required?
Are all electrical tools and equipment been tested and have current tags?
AMENITIES
Has vehicle parking locations been identified or explained?
Has first aid kit locations and personnel trained in first aid been identified?
Have toilet locations been identified?
Has water supply locations been identified?
Has power supply locations been identified?
Has garbage bin locations been identified and general housekeeping explained to the contractors or employees?
Has proper use of lead stands or lead hangers been identified and explained?
Has the process of loading/unloading delivery trucks or vehicles been explained, outlining overhead power lines where necessary?
SITE OH&S COORDINATION PLAN SIGN
Has the nearest hospital and medical center location been identified?
Has emergency assembly point locations been identified?
Have site-specific hazards been identified to the contractors or employees? If yes, they must review their SWMS.
Has site safety rules been explained to the contractors or employees?
Has site contact information been identified to the contractors or employees?
INCIDENT NOTIFICATION
Has the process of reporting any incident, accident, injury, or near-miss been explained to the contractors or employees?
SIGN OFF
Have you been given the opportunity to ask questions about anything on this form, and have your questions been answered so you have a full understanding of everything mentioned above?
I have completed an induction to this Lowe Construction job site?
I agree to induct all my contractors and employees to the site Employer Safety Pack prior to commencing work onsite?
I agree to communicate and report any site-specific hazards or incidents to the site supervisor and other personnel?
I will review my SWMS whenever they go outside the scope of work that is not outlined in my SWMS?
Inductee
Person conducting Site Induction
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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.

The ultimate guide to effective safety inductionsA beginner's guide to construction safetyElectrical safety: Expert strategies for your workplaceOccupational health and safety: A comprehensive guide
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Template collections

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

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Use cases

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

Safety induction softwareSafety Incident Reporting SoftwareRisk management software for anticipating and adressing safety risksBest Field Service Management App
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4 ways that workplace safety increases worker productivityBenefits of a forklift checklist appHow to perform safety inspections4 benefits of safety management and how to communicate them

Frequently asked questions

What is the purpose of a site induction?

A site induction introduces new workers to the specific rules, safety protocols, and hazards of a job site. Its purpose is to prepare them for safe and efficient work by covering essential information like emergency procedures and site contact points. This allows everyone to have a clear understanding of what is expected and keeps them aware of potential risks.

How does the site induction process work?

The site induction process usually starts with a safety briefing that covers important site rules, emergency exits, and first aid locations. You’ll then take workers through hazards and protocols unique to the job site. This often involves going over any necessary documents, signing acknowledgments, and having a Q&A session before work begins.

What’s the best way to introduce site-specific hazards during an induction?

To present hazards effectively, walk workers through a visual tour or use diagrams to show high-risk areas. Highlight real examples of past incidents or potential issues to make the information more relatable. Workers can review relevant parts of their Safe Work Method Statements (SWMS) and connect these with hazards in the site.

How can I make site induction more engaging?

On top of explanations, you can make your induction more interactive with quizzes or brief group discussions. Use real-world scenarios so workers can think through safety steps and better understand why these are important. Don’t forget to invite questions and encourage feedback so you can clarify anything that they’re unsure about.


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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