Construction services · Health and safety
Construction site induction
Make sure every new worker on site, yours or a subcontractor's, is qualified and has had the site induction before they start work. The worker shares their details and certifications through a shared link, and nobody is inducted until the safety manager has checked their certifications.
- Duration: 1 to 2 weeks
- How often: For every new worker on site
- Steps: 8 steps
- AI agents: 1 AI agent
- Approvals: 1 approval
Free plan, no credit card needed.
What changes with this template
Without it
New workers turn up on day one, and certifications are checked after they have started, if at all.
The induction depends on who gives it and how busy the site is that morning.
A signed sheet in the site office is the only proof the induction happened.
Someone checks every worker's certifications against their trade by hand.
With it
Certifications are shared before day one, and nobody is inducted until the safety manager has checked them.
Every induction follows the same checklist, from hazards to permits to work.
The induction and the worker's confirmation are on one record, with names and dates.
An AI agent flags missing or expiring certifications, and the safety manager checks them.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
A new worker, your own or a subcontractor's, is due on site. The superintendent starts a run with the worker's name, employer and first day.
- 1
Register the worker and send the induction link
Before day 1Superintendent · Team
Record who is coming and send the worker the shared run link, so they can share their details and certifications before their first day.
Checklist
- Shared link sent to the worker
- Foreman told the start date
Fields to fill in
- Worker name (required)
- Employer (required)
- Trade (required)
- First day on site (required)
- 2
Share your details and certifications
Before day 1New worker · Shared link
Through the shared link, the worker fills in an emergency contact, lists their certifications with expiry dates, shares a link to copies of the certificates and reads the site rules linked in the step.
Checklist
- Site rules read
- PPE ready for day 1
Fields to fill in
- Emergency contact name (required)
- Emergency contact phone (required)
- Certifications held, with expiry dates (required)
- Link to the certificates (required)
- 3
Compare certifications with the trade's requirements
Before day 1Certification checker · AI agent
The certification checker compares the listed certifications with those required for the worker's trade in its instructions, and flags anything missing or expiring during the job.
Fields to fill in
- Missing or expiring certifications (required)
Checked by: The safety manager checks the certificates themselves and decides which tasks the worker is cleared for in step 4.
- 4
Verify certifications and clear the worker's tasks
Before day 1Safety manager · Team
Open the certificates behind the link, check them against the checker's findings and decide which tasks the worker is cleared for. If a required certification is missing, mark the run as blocked and note what.
Checklist
- Certificates match the list
- Nothing required expires during the job
- Every finding from step 3 checked
Fields to fill in
- Tasks the worker is cleared for (required)
Approval: The induction and site access stay locked until the safety manager confirms the worker's certifications.
- 5
Give the site induction
Day 1Superintendent · Team
Walk the worker through the site before they start work, and cover every item on the checklist for the area they will work in.
Checklist
- Site hazards and no-go areas
- Emergency route and assembly point
- First aid and how to report a hazard
- Permit to work rules
- PPE checked
Fields to fill in
- Induction date (required)
- 6
Confirm the induction
Day 1New worker · Shared link
Through the shared link, the worker confirms they took part in the induction and understood the site rules, and notes any question they still have.
Checklist
- Emergency route known
- Hazard reporting understood
- Site rules understood
Fields to fill in
- I took part in the site induction (required)
- Questions about the site rules
- 7
Issue site access
Day 1Superintendent · Team
Add the worker to the site register, issue the access card and pair them with an experienced worker for the first week. Answer any question from step 6 first.
Checklist
- Added to the site register
- Access card issued
- Paired with an experienced worker
Fields to fill in
- Access card number
- 8
Check in after the first week
Hidden from the shared linkWeek 1Superintendent · Team
Ask the foreman and the worker how the first week went, on safety and on the work, and record what needs follow-up.
Checklist
- Foreman asked
- Worker asked
Fields to fill in
- First-week check (required)
- Follow-up actions
Done when
The worker's certifications are checked, the induction is given and confirmed by the worker, site access is issued, and the first-week check is recorded.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Certification checker
Compares the certifications a worker listed with the ones their trade requires.
What it does
- Reads the trade and the certifications the worker listed on the run
- Compares them with the required certifications per trade in its step instructions
- Flags missing certifications and expiry dates that fall during the job
- Completes its step for the safety manager to check
Checked by: The safety manager checks the certificates themselves and decides which tasks the worker is cleared for in step 4.
Questions this template answers
Cover the site's hazards and no-go areas, the emergency route and assembly point, first aid, how to report a hazard, permits to work and PPE. Step 5 gives the superintendent that checklist for every induction, so no topic depends on who gives it.
Ask for the certifications and expiry dates before day one, and have a competent person check them against the work they will do. In step 2 the worker lists them and shares a link to the certificates, and step 4 is an approval gate where the safety manager decides which tasks the worker is cleared for.
Run the same induction for every worker on site, whoever employs them. Step 1 records the worker's employer, and the worker completes steps 2 and 6 through a shared link without needing an account.
Record the induction date and the worker's own confirmation on the same record. Step 5 records when the superintendent gave the induction, and in step 6 the worker confirms through the shared link that they took part and understood the site rules.
Let AI compare certifications with what each trade needs, and keep the decision with your safety lead. In step 3 the certification checker flags missing or expiring certifications, and in step 4 the safety manager checks the certificates and decides.
Pair them with an experienced worker and check in when the first week is over. Step 7 pairs the worker when site access is issued, and step 8 records how the first week went and what needs follow-up.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.