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Free site induction (contractor) checklist

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Free site induction checklist for contractors aligned to WHS Reg 2017 Reg 39. Covers emergency procedures, PPE, permits, hazards and sign-off. Download now.

Jarrod Milford

Jarrod Milford

Commercial Director

Updated 3 May 2026

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See the first part of the site induction (contractor) checklist below. Download the full version above.

What is a site induction (contractor) checklist?

A site induction (contractor) checklist is a structured document used to deliver and record a site-specific safety induction for contractors, subcontractors and visitors before they begin work. Under WHS Regulations 2017 Regulation 39, a person conducting a business or undertaking (PCBU) at a construction workplace must prepare and maintain a WHS management plan that includes site-specific induction requirements. The induction ensures every person entering the site understands the hazards present, emergency procedures, PPE requirements, permit-to-work processes and their individual WHS obligations. Site inductions are a cornerstone of contractor management because they bridge the gap between the host site and visiting workers who may be unfamiliar with the layout, risks and rules. A properly completed checklist provides documented evidence that each induction item was covered and understood, creating an audit trail for regulators, insurers and principal contractors. Without a formal induction record, it is extremely difficult to demonstrate that a duty of care was met if an incident occurs. This template is designed for Australian workplaces and follows the structure recommended by Safe Work Australia guidance material. WHS Act 2011, Section 46, imposes specific duties on PCBUs who engage contractors, including ensuring that contractors are provided with information about workplace hazards and site rules.

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Benefits of using this site induction (contractor) checklist

  • Regulatory compliance: satisfy WHS Regulation 39 requirements for site-specific induction records on construction workplaces.
  • Consistent delivery: ensure every contractor receives the same induction content regardless of who delivers it.
  • Risk awareness: confirm that contractors understand site-specific hazards, restricted areas and high-risk work zones before starting.
  • Emergency preparedness: verify that evacuation routes, muster points, first aid locations and emergency contacts have been communicated.
  • Audit-ready documentation: completed checklists provide evidence of induction for regulator inspections, insurance claims and principal contractor audits.
  • Accountability and sign-off: the inductee and inductor both sign the record, confirming the induction was delivered and understood.

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When you move your checklists from paper to MapTrack, you get:

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  • Maintain an auditable safety register that satisfies WHS regulator requests.
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What to include in a site induction (contractor) checklist

This site induction (contractor) checklist covers 9 key areas:

  • Induction details: site or project name, inductee name, company, trade or role, inductor name, date and time.
  • Site access and rules: sign-in and sign-out procedures, working hours, vehicle access, restricted areas, drug and alcohol policy.
  • Emergency procedures: evacuation alarm type, evacuation route walked, muster point location, fire extinguisher and first aid locations, emergency contact numbers, incident and near-miss reporting.
  • Site-specific hazards: overhead power lines, underground services, mobile plant zones, excavations and fall hazards, confined spaces, hazardous substances and SDS locations, asbestos register.
  • PPE requirements: mandatory PPE (hard hat, hi-vis, safety boots, safety glasses), hearing protection zones, task-specific PPE (harness, respiratory, face shield).
  • Permits and procedures: permit-to-work requirements (hot work, confined space, heights, excavation), SWMS sign-on for high-risk construction work, toolbox talk attendance, lockout and tagout procedures.
  • Environmental and communication: waste management and segregation, spill response and spill kit locations, noise and dust controls, site radio channel, reporting contacts, notice board locations.
  • Inductee declaration: statement confirming the induction was received and understood, agreement to comply with site rules.
  • Sign-off section: inductee signature, print name and date; inductor signature, print name and date.

How to use this site induction (contractor) checklist

  1. Complete the induction details section with the site, contractor and inductor information.: Record the site or project name, inductee full name, their company and trade or role, the inductor name and position, and the date and time. This information links the induction record to a specific person and visit.
  2. Walk through each induction item with the contractor, demonstrating key locations on site.: Do not simply read the checklist aloud. Physically walk the contractor to the muster point, show them fire extinguisher and first aid locations, point out restricted areas and overhead hazards. This practical approach significantly improves retention compared to a desk-based briefing.
  3. Mark each item as P (covered and understood), F (not covered or not understood) or N/A, recording notes for any failures.: If any item is marked F, it must be addressed before the contractor starts work. Record what remedial action was taken and by whom. The N/A column should only be used where an item genuinely does not apply to the site.
  4. Have the inductee read and sign the declaration confirming they understood the induction.: The declaration should state that the inductee received the induction, understands the site rules, emergency procedures, hazards and their WHS obligations, and agrees to comply. Both the inductee and the inductor must sign with the date and time.
  5. File the completed checklist and record the induction in the site register.: Store the signed checklist with the project WHS management plan or contractor management file. Record the induction in the site visitor or contractor register so it can be verified at any time. Retain records for at least five years as required by WHS Regulations.

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How often should you complete this checklist?

A site induction must be delivered before a contractor, subcontractor or visitor begins any work on site. It should be repeated whenever the contractor returns after a significant absence (typically 12 months or as defined by the site management plan), when there are material changes to site hazards, layout or emergency procedures, and whenever a new high-risk activity is introduced. Short-duration visitors who will not perform work may receive an abbreviated induction covering emergency procedures and escort requirements only.

Safe Work Australia's model Code of Practice for Construction Work recommends that induction content be reviewed whenever site conditions, emergency procedures or key contacts change. Organisations managing multiple sites should standardise the induction format while allowing site-specific hazard sections to be updated independently, ensuring consistency without losing relevance to local conditions.

Frequently asked questions

Is a site-specific induction legally required for contractors in Australia?
Yes. WHS Regulations 2017 Regulation 39 requires a WHS management plan for construction workplaces, which must include arrangements for site-specific induction. Beyond construction, the primary duty of care under the WHS Act 2011 Section 19 requires PCBUs to ensure, so far as reasonably practicable, the health and safety of workers and visitors. A site induction is a fundamental control to discharge this duty.
What is the difference between a general WHS induction and a site-specific induction?
A general WHS induction (sometimes called a White Card or general construction induction) covers broad workplace health and safety principles and is a one-off requirement. A site-specific induction covers the particular hazards, emergency procedures, rules and layout of the individual site. Both are required; they serve different purposes and one does not replace the other.
How long should site induction records be retained?
WHS Regulations require that health and safety records be kept for at least five years. Many organisations retain induction records for the life of the project plus five years. If the induction relates to a notifiable incident, records must be preserved until the regulator advises they are no longer required.
Can a site induction be delivered digitally instead of face to face?
A digital or online component can supplement a face-to-face induction, but it should not replace the physical site walk-through. Regulators expect that contractors are shown emergency exits, muster points, first aid stations and site-specific hazards in person. A combined approach using a digital pre-induction followed by an on-site verification is considered best practice.
Who is responsible for delivering the site induction?
The principal contractor or the PCBU managing the workplace is responsible for ensuring the induction is delivered. The actual delivery may be delegated to a site supervisor, safety officer or project manager, but the legal obligation remains with the PCBU. The inductor must be competent and familiar with the site.

Applicable regulatory standards

This template aligns with the following regulations and standards:

  • WHS Regulations 2017 Reg 39 - Duty to prepare, maintain and implement a WHS management plan
  • WHS Act 2011 s 19 - Primary duty of care
  • WHS Regulations 2017 Reg 291 - WHS induction and training (construction)
  • AS/NZS ISO 45001:2018 - Occupational health and safety management systems

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