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Free template Safety and WHS

Free site induction checklist and induction form

Everything a site-specific induction should cover, from site rules and emergency procedures to the SWMS for each trade, with licence checks and a signed record.

The short version

Every worker needs general construction induction training (the white card) before doing construction work, and a site-specific induction before starting on your site. The site induction covers the site rules, hazards, emergency procedures, amenities, the WHS management plan and the SWMS for their work. Record it: who was inducted, by whom, what was covered and which cards and licences were sighted.

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  • Updated 14 Sep 2026

Reviewed by Daniel Betros, Licensed Building Practitioner

Animated walkthrough · 7 steps

How to run a site induction

Seven steps. Do it on site, face to face, before the worker starts, and walk the site where you can.

1 / 7
  1. Name, company, trade, emergency contact and start date. One form per person keeps the record clean if you ever need to produce it.

  2. Check the general construction induction card and any high risk work licences for the plant they will use. Record the numbers. No card, no start.

  3. Who is in charge, working hours, sign-in, parking, deliveries, smoking, drugs and alcohol, mobile phones, housekeeping. Point out the site sign with the principal contractor's details.

  4. Show the specific hazards: edges, excavations, overhead power, plant zones, asbestos or hazardous materials, public interfaces. Explain the controls and exclusion zones.

  5. Show the assembly point, first aid kit, fire extinguishers and emergency contacts, and explain how to raise the alarm and report an incident or hazard.

  6. Check the SWMS for their high-risk work has been received and reviewed, and confirm the PPE they need. Explain how to raise a safety concern and the stop-work rule.

  7. Ask a few questions rather than just asking if they understood. Both sign. Keep the record for the life of the project and in your WHS records.

A site induction is the first real safety conversation a worker has on your job, and the one you will be asked to prove happened if anything goes wrong. This template turns it into a checklist the supervisor can run in the same order every time, with the card and licence checks and a signed record at the end.

White card and site induction are two different things

Every person who does construction work must first complete general construction induction training, recognised nationally by the card most builders still call the white card. It is a one-off course about construction safety in general. It says nothing about your site.

A site-specific induction covers what is different about this job: who is in charge, the site rules, the hazards on this block, the emergency arrangements, the amenities, and the SWMS for the person’s work. It is done before the person starts on site, every time they start on a new one.

The template checks both. Section 2 records the white card and any licences, such as a high risk work licence for the plant they will operate. The rest is the site-specific induction.

What the law expects

WHS laws require every business to provide the information, training, instruction and supervision people need to work safely. On a construction project, meaning construction work costing $250,000 or more, the principal contractor has extra duties: to prepare a WHS management plan, to make sure people working on the project are aware of it, and to put up signage identifying the principal contractor and how to contact them.

No regulation prescribes an induction form. What matters is being able to show that each person was told what they needed to know before they started, by someone who knew the site. A signed checklist is the simplest evidence there is.

What to cover, and why each part is there

SectionWhy it matters
Cards and licencesA worker without the white card must not do construction work. A licence check is the only way to know an operator is qualified for the plant.
Site rulesSign-in, drugs and alcohol, phones, housekeeping and deliveries are where disputes start. Explaining them up front makes them enforceable.
Site hazardsGeneric training cannot tell a worker where the unprotected edge or the buried service is on this site.
EmergenciesPeople need to know the alarm, the assembly point and the first aid kit before an emergency, not during one.
SWMS and PPEThe principal contractor must obtain SWMS for high-risk work before it starts. Induction is the natural checkpoint.

Walk the site, do not just talk

An induction delivered from a clipboard in the site shed is better than none. An induction delivered while walking the site is far better. Point at the scaffold tag and explain the system. Stand at the edge of the excavation and show the exclusion zone. Show where the assembly point actually is. People remember what they have seen.

Check understanding, do not ask if they understood

“Any questions?” produces a shake of the head. Instead ask two or three direct questions at the end: where is the assembly point, who do you tell if you see a hazard, what do you do if your SWMS cannot be followed? If the answers are right, sign off. If not, go over it again. For workers with limited English, use pictures, a translated sheet, or a colleague who can interpret, because the duty is to make sure they understand.

Subcontractors, labour hire and visitors

Everyone who does work on the site is inducted, regardless of who employs them. Subcontractors often assume their own company induction covers them; it does not cover your site. Labour hire workers are owed the same induction as your own staff. Visitors who are escorted at all times can have a shorter visitor induction, but still need the emergency procedure and the hazards they will pass.

When to re-induct

  • When the site changes significantly: a new stage, a crane arriving, scaffold going up, a change in access.
  • When someone returns after a long break from the site.
  • When the induction content itself changes, for example after an incident.

Smaller changes can go into a toolbox talk, recorded on the attendance sheet.

Keeping the records

Keep induction records with the project WHS records. Together with the training and competency register, they show who was on site, what they were told, and what they were qualified to do. If a regulator, insurer or court asks how a worker was prepared for the job, this is the first document they will want.

Visitors, delivery drivers and the client

Not everyone who enters a site needs the full induction, but everyone needs enough to stay safe while they are there.

PersonPractical approach
Delivery driversBrief set-down rules at the gate: where to park, where to unload, no entry beyond the set-down area, spotter for reversing. Record them in the sign-in register.
Client and familyVisits by appointment, always escorted, PPE provided, children kept out of active work areas. A short visitor induction and the emergency procedure.
Consultants and certifiersA visitor induction covering current hazards and PPE. Most will be familiar with sites but not with yours.
Short-duration tradesA full site induction, even for a half-day task. The hazard does not know how long they are staying.

Keep the visitor induction to one page: hazards they will pass, the PPE rule, the assembly point and the escort requirement. Record it in the same way as a full induction.

Inductions for workers with limited English

A large share of the construction workforce speaks English as a second language, and the duty is to make sure people understand the information, not just to deliver it. Practical options include a translated one-page summary of the site rules, pictures and signs rather than text, a walk-around where hazards are pointed at rather than described, and a bilingual worker from the same crew helping to explain. Check understanding with simple questions and by watching the first few hours of work. Record how the induction was delivered, for example “inducted with interpreting by crew leader”, so the record shows the effort made.

Online pre-inductions, where workers watch a short video and answer questions before arriving, can save time on larger jobs. They should add to the on-site induction rather than replace it, because the walk-around is where people see this site’s hazards.

Preview the full Site induction checklist and record template

Every section, field and check in the download, exactly as it prints. Edit the Word version to add your logo, delete what does not apply and add your own site-specific items.

pointCPD

Site induction checklist and record

Site-specific induction for workers, subcontractors and visitors

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Complete one record per person before they start work on this site. This induction is in addition to the general construction induction training (white card) every construction worker must already hold.

1. Person being inducted

Full nameCompany
Trade / roleMobile
Emergency contact (name and phone)
Relevant medical informationOptional, voluntary: e.g. allergies, if they want it known
Site / projectDate of induction
Inducted byExpected start and finish

2. Cards, licences and competencies sighted

Card / licence / ticketNumberIssued byExpiry (if any)Sighted (initials)
ExampleGeneral construction induction card (white card)n/a

3. Site rules and arrangements explained

#CheckCoveredNotes
People and communication
1Principal contractor, site supervisor and how to contact them
2Health and safety representative (if any) and how to raise a concern
3Site sign showing principal contractor details and site office location
4Sign-in and sign-out procedure
5Working hours and noisy-work restrictions
Site rules
6Drugs and alcohol, and fitness for work
7Smoking and vaping areas
8Mobile phone use near plant and at height
9Housekeeping and waste separation
10Parking, deliveries and loading zones
11Security, visitors and public interface
12Amenities: toilets, drinking water, meal area

4. Site hazards and controls shown

#CheckCoveredN/ALocation / control
1Edges, openings, penetrations and edge protection
2Scaffolds and access: who may alter them, tag system
3Excavations and trenches
4Overhead powerlines and underground services
5Mobile plant operating zones and traffic management
6Crane or lifting operations and exclusion zones
7Hazardous materials: asbestos register, silica, chemicals and safety data sheets
8Electrical: temporary supply, leads, test and tag
9Hot work and fire risk
10Manual handling and material storage
11Heat, sun and weather arrangements

5. Emergency, first aid and reporting

#CheckCovered
1Emergency plan, alarm and evacuation procedure
2Assembly point location
3First aid kit location and first aiders
4Fire extinguishers location
5Emergency contact numbers
6How to report an incident, injury or near miss
7How to report a hazard

6. Their work: SWMS, PPE and permits

#CheckYesNoN/A
1SWMS for their high-risk construction work received and reviewed
2They have been briefed on the SWMS and signed on
3PPE required on this site confirmed (hard hat, hi-vis, boots, eye and hearing protection, other)
4Permits needed for their work explained (hot work, excavation, isolation)
5Plant and equipment they bring has been checked
6Stop-work rule explained: stop and report if work cannot be done safely

7. Declaration and sign-off

Inductee declarationI have been inducted, I understand the site rules and hazards, and I will follow them
Inductee signatureDate
Inducted by (name)Signature
Template by PointCPD · pointcpd.com.au/resources/templates/site-induction-checklist/Free to use, copy and adapt, including commercially (CC BY 4.0). Keep this credit line.v1.0

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Questions builders ask

What is the difference between a white card and a site induction?

The white card is general construction induction training: a one-off course every construction worker must complete before doing construction work. A site induction is specific to your site, done before a person starts there, covering its rules, hazards and emergency arrangements.

Is a site induction a legal requirement?

WHS laws require businesses to give workers the information, training and instruction they need to work safely, and on construction projects the principal contractor must make sure people are made aware of the WHS management plan and site rules. A site-specific induction is how that is done in practice.

Who needs to be inducted?

Everyone who works on the site: employees, subcontractors and their workers, labour hire, and anyone else doing construction work. Visitors who are escorted may get a shorter visitor induction, but still need to know the emergency procedures and hazards.

How long should a site induction take?

Long enough to cover the site properly, which on a residential site is usually well under an hour, including a walk around. The test is not the time; it is whether the person can tell you the hazards and what to do in an emergency.

Do I need to re-induct people?

Yes, when the site changes significantly (a new stage, new hazards, a different access arrangement), when someone returns after a long break, or when the induction content is updated. Short toolbox talks can cover smaller changes.

How long should induction records be kept?

Keep them with the project WHS records for the life of the project and afterwards in line with your record-keeping policy. They are evidence that people were informed and trained if anything goes wrong.

Free to use, adapt and share, including commercially

This template is licensed under Creative Commons Attribution 4.0. Copy it, rebrand it, edit it for your jobs, hand it to clients and subcontractors, or republish it. The one condition: keep the small PointCPD credit line on the document. If you publish it online, credit it like this:

<a href="https://pointcpd.com.au/resources/templates/site-induction-checklist/">Site induction checklist and record template</a> by PointCPD, CC BY 4.0

Last reviewed 14 September 2026. A template is a starting point: it becomes a compliant document only once it is completed for the actual job by people who understand the work, and kept current as the work changes. General information, not legal advice. Check the requirements of your state regulator and your contract.

Sources: Model Work Health and Safety Regulations (general construction induction training, and principal contractor duties for construction projects). Safe Work Australia, Code of Practice: Construction work. Check your state regulator for local variations.