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Induction Checklists

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What is an Induction Checklist?

An induction checklist is a tool used by HR teams when onboarding new staff or conducting site inductions for contractors. An effective induction process can help ensure all your workers achieve a base understanding of their job, safety requirements, and company culture and values.

What is Site Induction?

Site induction (or site safety induction) is the process of introducing the organization, operation on site, and protocols in hazard-prone areas. It helps ensure and promote the safety of people who are not familiar with the site including new hires or project-based employees, visitors, and contractors. Failure to perform site induction may put people at risk of having injuries or commit unexpected property damage.

This article will briefly discuss (1) 4 major site induction requirements you should not overlook; (2) technology used to streamline induction processes; (3) how to effectively perform contractor site induction; and (4) free downloadable induction checklist templates you can customize and use.

4 Major Site Induction Requirements You Should Not Overlook

Conducting proper site induction is necessary for businesses to avoid tendencies of negligence or non-adherence to health and safety regulations. The following site induction requirements can provide adequate information to employees to deal with hazards properly:

Hazards and risks associated in your workplace

It is valuable for employees to know the hazards inherent to their job before commencing work. Essential information such as workplace plan, working methods, operating hours and standard regulations should be communicated to prevent any unnecessary incidents and accidental injuries.

Safe work practices

Site employees should be aware of the safe work practices implied in your organization to establish a healthy and safe environment. An introduction to proper equipment handling serves as an overview of what to expect at the site and how employees have to execute machinery and equipment properly. Below are general safe work practices that you can discuss:

  • Understanding the functionality of safety devices;
  • Wearing appropriate Personal Protective Equipment (PPE);
  • Awareness of manufacturers specifications;
  • Compliance with regulatory standards; and
  • Work etiquette including handling, storing and disposing of materials, cleanliness and equipment maintenance.

Emergency procedures

Emergency procedures are vital for the safety of the organization during inevitable events. It helps secure employee and business safety in case of a power interruption, calamities, accidents, or near misses. The following are general topics about emergency procedures every employee must be aware of:

  • Employee awareness on emergency exits, evacuation instructions, emergency marshals and assembly points as part of emergency evacuation and contingency plan;
  • Location of first aid kits and its contents;
  • Proper execution of first aid; and
  • Reporting of incidents.

Attendance Confirmation

Employee conformance and attendance are the most important part of site inductions. All employees should be heavily involved to understand the purpose of induction and make sure they sign-off an induction form. An induction form is used as an official register of a new employee or contractor has received an introduction on business safety systems, protocols and procedures.

How to Effectively Perform Contractor Site Induction

Most contractors are project-based employees and oftentimes carry out much of the work on-site. Familiarity in the workplace is important to avoid employee exposure to injuries or fatalities and put your business into risk. Perform contractor site induction by following these simple steps below:

  1. Allot time for induction
    Time is important when conducting inductions to fully understand the function and responsibilities of each employee before they commence to work.
  2. Set employee expectations
    Provide the agenda and the topics that need to be discussed so that new employees’ expectations are set on what to see and learn during the induction.
  3. Engage with them
    Ensure all items discussed were understood by the employees. Highlight the crucial information they need to learn such as hazards, safety, and emergency protocols.
  4. Open for Q and A
    Open the floor for questions and answers. Provide valuable answers to clarify their questions and encourage them to share their thoughts about the topics that have been discussed.
  5. Document the site induction
    It is important to record and document the completion of site induction. It will serve as evidence in case of incident and insurance claims.

Streamline Induction Processes with a Mobile-ready Site Induction App

Staff inductions can be time-consuming and easy to forget, however using a mobile-ready checklist such as iAuditor will help you massively streamline your induction workflow and reporting processes. Further, iAuditor as site induction app empowers to:

  • Enable electronic signatures for signing-off employee attendance
  • Have a convenient way of tracking employee induction conformance
  • Attach detailed notes for additional guide
  • Access, share, and edit reports anytime, anywhere
  • Have a secure cloud storage for induction reports

We have prepared a list of sample staff and site induction checklists which you can download using iAuditor for free. Topics covered in any induction will vary but these checklists provide a starting position that you can tailor for your workplace needs.


Sare Hawes

SafetyCulture staff writer