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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.

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The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
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  • Assign and track corrective actions
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Site induction template

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

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Your site induction template ensures every worker understands critical safety protocols before setting foot on your construction site. This comprehensive checklist covers essential elements from emergency procedures to site-specific hazards, helping you maintain compliance with health and safety regulations.

When you need to onboard multiple contractors quickly for a time-sensitive project, this template creates consistency and prevents critical safety information from being absent. According to the Health and Safety Executive, every site worker must receive a suitable site-specific induction highlighting particular risks and control measures, making proper documentation essential for both safety and legal protection.

Related categories

  • Health and safety management templates
  • Risk management and compliance templates
  • Construction templates
  • Safety templates
  • Workplace safety templates
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.

6 free site induction templates for safety compliance17 free essential construction site safety checklists you should use6 free health and safety risk assessment templates3 free safety observation report examples
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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 risksField 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

How can I make my site induction process more effective using this template?

Customize the template with site-specific hazards and emergency protocols rather than using generic information. Conduct inductions in a quiet area where workers can focus, use visual aids when possible, and always verify understanding through questions or demonstrations. Remember that effective inductions are interactive, not just paperwork exercises.

What documentation should I maintain after completing a site induction?

Keep records of who attended the induction, when it occurred, what topics were covered, and signed acknowledgments from participants. This template helps structure this documentation process, creating an audit trail that demonstrates compliance with health and safety regulations should incidents occur or inspections take place.

How often should site inductions be conducted for returning workers?

Even returning workers should receive refresher inductions when they’ve been away from the site for an extended period (typically 3-6 months) or when significant changes have occurred. Use the template to highlight new hazards, updated procedures, or modified site layouts while briefly reviewing the fundamentals to reinforce safety awareness.

How should I handle language barriers when conducting site inductions?

Identify language needs beforehand and adapt your induction process accordingly. Consider translating key sections of the template, using visual demonstrations, providing translated handouts, or arranging for interpreters. Always verify understanding through practical demonstrations rather than assuming information.


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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