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A subcontractor orientation checklist for day one on site.

Walk the sub through the site rules, the plan and the paperwork before they start. Print the sheet or save it as a PDF.

Also calledContractor orientation checklist, Subcontractor safety orientation, Contractor onboarding checklist, Site orientation for subs

How to use it

Three habits that make it worth filling out.

  1. Step 1

    Do it before they start

    Orient the sub on the way in, before anyone picks up a tool. A sub who's already working is a sub who's already exposed.

  2. Step 2

    Ask for proof, don't assume

    Check licenses, training and equipment inspections. If something's missing, the work waits.

  3. Step 3

    Cover each new worker

    A sub's foreman can brief new people, but the site decides who's cleared. Check that every person on the sub's crew has been through it.

Do this on a phone instead of paper.

Give each sub's worker the orientation on a phone, with a sign-off at the end. It works with no signal, and the record is kept for you.

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Common questions

Does a sub need a separate orientation from our own employees?
Usually the site orientation is the same, plus what's specific to their scope. Your company and your contract decide the rest. A sub's own program doesn't cover your site.
Who is responsible for the sub's workers?
That depends on your contract and the rules that apply to you, so check them with your own counsel. In practice, the site lead and the sub's foreman both need to know the plan and the rules.
How long should we keep these?
Your company decides, based on its policy and the rules that apply to you. Keep a signed copy for every sub who worked on site, where you can find it later.