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Published September 29th, 2020
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.
This article will briefly discuss
- the benefits of an induction checklist;
- tips on how to create an induction checklist;
- what is site induction;
- 4 major site induction requirements you should not overlook;
- how to effectively perform contractor site induction;
- the technology used to streamline induction processes; and
- free downloadable induction checklist templates you can customize and use.
An induction checklist is a well-detailed guide used to outline the training and activities for new staff or contractors. It helps ensure the following:
- all activities are covered in a timely manner;
- smooth transition of tasks; and
- prevent overlooked or duplicate training.
Induction checklists vary depending on the complexity, size, and policies of the company. It can be customizable according to the training activities and starter needs of an employee. The following are basic tips on creating an induction checklist.
- Give an overview of the business including policies, type of work, and organizational structure.
- Introduce the key personnel and their corresponding roles.
- Familiarize new employees with the site layout including operating hours, location, site rules, and floor plan.
- Explain job requirements such as working schedules, conditions, processes, and procedures.
- Clarify worker rights and responsibilities as granted by legislation. This includes pay arrangements such as rates, allowances, overtime pay, and hazard pay.
- Orient new employees on company safety rules and policies including hazards, risks, and emergency and evacuation plans.
- Introduce and review the PPE program if the employee will be required to wear protective equipment.
- Discuss the site housekeeping SOP and proper handling of toxic products.
- Include a site tour and show the working areas and other facilities.
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.
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 plans, 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 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.
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.
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:
- 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.
- 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.
- 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.
- 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.
- 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.
Staff inductions can be time-consuming and easy to forget, however using a mobile-ready checklist such as iAuditor by SafetyCulture by SafetyCulture will help you massively streamline your induction workflow and reporting processes. Further, iAuditor as a 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; and
- have 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.
Featured Induction Checklist Templates
Site Induction Checklist
Perform a site induction with this checklist to let workers know the risks and limitations of the workplace. Begin inspection with the nature of work, document the names and number of participants to be inducted. Confirm topics like site layout, hazards, and emergency evacuation plans were discussed to all participants to prevent accidents on site. Orient the staff on job requirements, government safety regulations, and company rules and policies to help them understand the culture of safety in the workplace. End the inspection with observations and recommendations on additional topics needed.
Induction Form Template
Use this induction form to verify safety rules, policies, responsibilities, rights, and benefits that are thoroughly explained during induction. Employees’ awareness of safety regulations is as important as keeping your workplace safe. Use iAuditor to record data of each employee that have undergone safety induction.
Contractor OHS Induction Checklist
Contractor OHS induction checklist converted to iAuditor – use to evaluate if general induction was performed and all necessary information from the contractor was provided before commencing work. Check items like Safe Work Method Statements (SWMS) and Personal Protective Equipment (PPE) have been properly disseminated to all employees.
General Contractor Induction Checklist
Safety induction should be performed even for contract-based projects. Use this general contractor induction template to confirm safe work methods, procedures, and instructions were reviewed by the contractors. Authenticate if site emergency evacuation procedures, incident reporting process, and sub-contractor management processes were discussed to all employees working on the project.
OSHA Hazard Assessment Checklist
Use this OSHA hazard assessment checklist to evaluate hazards in your workplace. This would help identify additional topics needed for staff induction. Use iAuditor to record data and generate reports on the spot. Capture and annotate photo evidence for comprehensive assessments. Browse other hazard assessment checklists.