Template

Contractor Orientation Phase I Checklist

by Gary Bonnett, from the Community

10+

Use this Phase I contractor orientation checklist to onboard contractors safely before deployment. Capture names, client and rig details, verify certifications such as PST, H2S, Confined Space, First Aid, and set up system access. Validate PPE readiness, driving documentation, and insurance. Confirm heavy equipment competency, drug and alcohol testing, and any customer site-specific HSE orientation. Guide contractors through permits to work, LOTO, hazard ID, emergency response, reporting, and record final acknowledgments and signatures.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Contractor Orientation Phase 2
Use this Phase 2 contractor orientation checklist to standardize first-shift onboarding on industrial sites. Capture site and personnel orientation, verify required PPE such as hard hat, coveralls, fall protection, gloves, boots, eye protection, and H2S monitor, complete a pre-job risk assessment, review the HSE site plan, and confirm access to SOPs. Include orientation to BOS and supporting equipment, heavy equipment inspection with competency checks, and LOTO competency. Document commissioning and servicing audit requirements, review customer specifications and deliverables including reporting and DFR, add comments and photos, and collect signatures from the orientator and contractor.
by Gary Bonnett, from the Community
Downloads: 10+
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Template
Shop Contractor and Temp Labor Orientation
Use this shop contractor and temporary labor orientation checklist to standardize onboarding for contractors working in industrial shop environments. Cover HSE expectations, PPE requirements, stop work authority, incident reporting, permits to work, and lockout/tagout, with awareness of confined space and hot work. Verify certifications, heavy equipment competency, alcohol and drug testing, and required training such as HazComm/WHMIS, fall protection, respiratory, hearing, electrical safety, fatigue management, and driving standards. Include daily risk assessments, hazard IDs, LOTO permits, tool condition checks, and sign-offs for accountability.
by Gary Bonnett, from the Community
Downloads: 0
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Template
Job Site Orientation for Subcontractors
This job site orientation template helps contractors and site leads ensure subcontractors meet health and safety requirements before starting work. It covers orientation to the H and S policy and program, roles and responsibilities, pre qualification, third party safety inspections, PPE, maintenance, alcohol and drug policies, smoking rules, accident and incident reporting, employer compliance, emergency response, site access and egress control, and required training and certifications such as WHMIS. The checklist also captures site details, dates, and signatures from the subcontracted supervisor, site supervisor, and H and S manager. Use it to standardize onboarding, verify compliance, and document readiness for safe work on construction sites.
by Laurel Woodhouse, from the Community
Downloads: 20+
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Template
Sub-Contractor Safety Orientation Checklist
This Sub-Contractor Safety Orientation checklist helps general contractors and project teams brief subcontractors on job-site safety expectations and OSHA compliance. Cover PPE requirements, housekeeping, permits for hot work, scaffolding and confined spaces, hazard communication and MSDS access, weekly safety meetings, and daily inspections. Reinforce fall protection, scaffolds, ladders, electrical safety, forklifts, and boom lift rules. Capture acknowledgement and signatures to document compliance.
by Ric Cumming, from the Community
Downloads: 20+
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Contractor Orientation Phase 2

Use this Phase 2 contractor orientation checklist to standardize first-shift onboarding on industrial sites. Capture site and personnel orientation, verify required PPE such as hard hat, coveralls, fall protection, gloves, boots, eye protection, and H2S monitor, complete a pre-job risk assessment, review the HSE site plan, and confirm access to SOPs. Include orientation to BOS and supporting equipment, heavy equipment inspection with competency checks, and LOTO competency. Document commissioning and servicing audit requirements, review customer specifications and deliverables including reporting and DFR, add comments and photos, and collect signatures from the orientator and contractor.

by Gary Bonnett, from the Community

10+

Get

Template

Shop Contractor and Temp Labor Orientation

Use this shop contractor and temporary labor orientation checklist to standardize onboarding for contractors working in industrial shop environments. Cover HSE expectations, PPE requirements, stop work authority, incident reporting, permits to work, and lockout/tagout, with awareness of confined space and hot work. Verify certifications, heavy equipment competency, alcohol and drug testing, and required training such as HazComm/WHMIS, fall protection, respiratory, hearing, electrical safety, fatigue management, and driving standards. Include daily risk assessments, hazard IDs, LOTO permits, tool condition checks, and sign-offs for accountability.

by Gary Bonnett, from the Community

Get

Template

Job Site Orientation for Subcontractors

This job site orientation template helps contractors and site leads ensure subcontractors meet health and safety requirements before starting work. It covers orientation to the H and S policy and program, roles and responsibilities, pre qualification, third party safety inspections, PPE, maintenance, alcohol and drug policies, smoking rules, accident and incident reporting, employer compliance, emergency response, site access and egress control, and required training and certifications such as WHMIS. The checklist also captures site details, dates, and signatures from the subcontracted supervisor, site supervisor, and H and S manager. Use it to standardize onboarding, verify compliance, and document readiness for safe work on construction sites.

by Laurel Woodhouse, from the Community

20+

Get

Template

Sub-Contractor Safety Orientation Checklist

This Sub-Contractor Safety Orientation checklist helps general contractors and project teams brief subcontractors on job-site safety expectations and OSHA compliance. Cover PPE requirements, housekeeping, permits for hot work, scaffolding and confined spaces, hazard communication and MSDS access, weekly safety meetings, and daily inspections. Reinforce fall protection, scaffolds, ladders, electrical safety, forklifts, and boom lift rules. Capture acknowledgement and signatures to document compliance.

by Ric Cumming, from the Community

20+

Get

Contractor Orientation Phase I Checklist

About author

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Contractor Orientation Phase 2

Shop Contractor and Temp Labor Orientation

Job Site Orientation for Subcontractors

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You might also like

Contractor Orientation Phase 2

Shop Contractor and Temp Labor Orientation

Job Site Orientation for Subcontractors

Sub-Contractor Safety Orientation Checklist