Template

Shop Contractor and Temp Labor Orientation

by Gary Bonnett, from the Community

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.

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With SafetyCulture you can

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

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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 I Checklist
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.
by Gary Bonnett, from the Community
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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
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Template
HSE Contractor Performance Report
Use this HSE Contractor Performance Report template to monitor contractor and subcontractor compliance on site. Capture orientation and training completion, signed safety declarations, awareness of emergency procedures, reporting of unsafe conditions, adequacy of first aid, risk assessments, PPE, permits, and critical controls such as fall protection and electrical safety. Record non conformance actions, stop work where required, and obtain auditor and contractor sign off.
by Ben Kelmere, from the Community
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Template
HSE Contractor Performance Report Template
Use this HSE Contractor Performance Monitoring Report to assess contractor and subcontractor safety performance on site. Review orientation and training completion, safety declarations, emergency procedures, risk assessments, safe work methods, permits, and PPE. Verify first aid readiness, life safety critical controls such as fall protection and electrical safety, and adequate public protection around works. Record observations, assign corrective actions, stop work where required, and capture sign off by the auditor and contractor representative. Keep all reports as evidence for compliance and continuous improvement.
by rajeev sharma, from the Community
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Shop Contractor and Temp Labor Orientation

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Contractor Orientation Phase I Checklist

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