Health and Safety System Builder Checklist and Master Document List
Who it is for: Employers, owners, safety coordinators and managers building a health and safety management system or overhauling an old one.
What it helps with: The three-page checklist has clickable checkboxes and covers your legal requirements, the ten elements, the four levels of documents, a six-month plan and a test of whether the system is really working. The Excel master document list is a ready-made register for your system's documents, with owners, versions and review dates. It flags reviews that are due soon or overdue, includes a starter list of 35 typical documents and a legal requirements register, and summarizes everything on one tab for your management review.
Why it matters: A health and safety system only works if it's complete, current and actually used. Keeping your documents under control shows auditors and inspectors that the system is maintained, not just written. Our free guide on how to build a health and safety system walks through each step.
How to get it: Both files download directly, with no request form.
OHS Legislation Quick Reference and Legal Register Template
Who it is for: Employers, safety coordinators, managers and anyone setting up or reviewing a health and safety program in Canada.
What it helps with: The two-page quick reference shows how to find the law that applies to your workplace, with the Act, main regulations and regulator for all 14 jurisdictions as clickable links. The legal register template is a simple way to list the legal requirements that apply to your work, how you meet each one, who owns it and when it was last reviewed.
Why it matters: A safety program has to be built on the right law. Knowing which Act and regulations apply, and keeping track of how the organization addresses them, supports due diligence and may provide part of the objective evidence reviewed in a COR or SECOR audit. Audit requirements depend on the certifying partner, industry, certification level and current protocol. Our free guide to OHS legislation in Canada explains how the law is organized.
How to get it: Both PDFs download directly, with no request form.
Hazard Assessment Checklist
Who it is for: Employers, supervisors, safety coordinators, contractors, field crews and operations managers.
What it helps with: This three-page checklist has clickable checkboxes and fillable fields. It takes you through preparing for the assessment, a checklist of hazard categories from physical and chemical to psychosocial hazards and working alone, a table for rating each hazard and choosing controls using the hierarchy of controls, including the residual risk, and a review and sign-off page. Use it for a task, a piece of equipment or a work area.
Why it matters: Hazard assessments are one of the most important parts of a safety program. When hazards aren't identified clearly, training, inspections, PPE, procedures and supervision may not address the real risks. Our free guides to job hazard analysis and the hierarchy of controls explain the method.
How to get it: The fillable PDF downloads directly, with no request form.
Job Hazard Analysis (JHA) Template and Quick Guide
Who it is for: Employers, supervisors, safety coordinators, joint health and safety committee members, and anyone who completes or reviews hazard assessments for a job or position.
What it helps with: The two-page template covers job details, pre-job planning, a 5 x 5 risk matrix, and a worksheet for job steps, hazards, initial risk, controls using the hierarchy of controls, residual risk and follow-up. The two-page quick guide and checklist takes you through each stage, from the job inventory to approval and review.
Why it matters: A formal JHA is the foundation for safe work procedures, field-level hazard assessments and training. When every job is analyzed the same way, your controls are easier to defend, and audits and inspections go more smoothly. Our free job hazard analysis guide explains how to complete each section.
How to get it: Both PDFs download directly, with no request form.
Field-Level Hazard Assessment (FLHA) Template and Quick Guide
Who it is for: Crew leads, supervisors, workers and contractors who check the work area before a shift or task, in any industry, from construction and utilities to warehousing, municipal work, facilities and home care.
What it helps with: The two-page, landscape template has clickable checkboxes. It covers job and crew details, a pre-job hazard checklist, permits, PPE and emergency readiness, a critical controls check with a stop-work line, a 5 x 5 risk matrix and a task-specific assessment that rates initial risk before controls are chosen. Page 2 adds a reassessment section for changing conditions, crew sign-on with time in and time out, and supervisor close-out. The two-page quick guide has clickable checklists for completing the FLHA, keeping it current through the shift and checking its quality.
Why it matters: An FLHA confirms today's conditions before work starts. It's good for one shift or one day at most, and it must be updated when conditions change. It doesn't repeat the JHA. It references the JHA and records what's different today. Our free field-level hazard assessment guide explains how to complete each section and when to update it.
How to get it: Both PDFs download directly, with no request form.
Hierarchy of Controls Quick Guide and Control Selection Worksheet
Who it is for: Supervisors, safety coordinators, health and safety committee members and anyone who chooses controls for workplace hazards, in any industry.
What it helps with: The two-page, landscape worksheet has clickable checkboxes. It works one hazard through the hierarchy: job details, the hazard and its energy source, the initial risk before any controls are chosen, the options considered at each level, the controls selected, new hazards the controls create, the residual risk, review triggers, verification and sign-off, with a 5 x 5 risk matrix. Use the term reasonably practicable only where it is the governing legal test; otherwise use the terminology required by the applicable jurisdiction, client, contract or standard. The two-page quick guide summarizes the five levels with examples and has clickable checklists for defining and rating the hazard, working down from the top, checking the result and verifying that controls keep working.
Why it matters: Controls higher in the hierarchy depend less on people getting it right every time, and several Canadian jurisdictions write the order into law. Record the higher-order controls considered, the verified basis for the selected controls and any further assessment required. Use jurisdiction-specific legal terminology rather than treating one test as universal. Our free hierarchy of controls guide explains how to use each level and how to combine controls.
How to get it: Both PDFs download directly, with no request form.
Working Alone Hazard Assessment and Check-In Plan and Program Setup Checklist
Who it is for: Employers with workers who work alone or in isolation, such as field staff, late-night retail and maintenance workers, and the supervisors who check on them.
What it helps with: Working Alone Hazard Assessment and Check-In Plan (PDF, 7 pages). A how-to-use section and key definitions; the readily available test; a hazard checklist; a hazard table with initial risk rated before controls on the same five-by-five matrix as our FLHA and JHA forms, then controls and residual risk; tasks not to be done alone; the communication and check-in plan with backup methods; the missed check-in escalation plan; emergency location details; a late-night retail add-on for British Columbia, Saskatchewan and Alberta; a table of the jurisdictions that spell out check-in rules; worked prompts; common mistakes; sign-off; and a check-in log. Working Alone Program Setup Checklist (PDF, 6 pages). A step-by-step checklist with clickable checkboxes that follows the eight steps in our guide, plus a jurisdiction quick reference table, a lone work register, a policy contents checklist, technology selection and testing checks, training and drill records, a program review record, an action plan and sign-off.
Why it matters: When someone works alone, a missed check-in may be the only sign something has gone wrong, so the plan and the escalation steps have to be written down and tested. Our free guide on how to set up a working alone program covers the working alone rules and check-in requirements in every province and territory.
How to get it: Both files download directly, with no request form.
Journey Management Plan and Trip Log and Journey Management Quick Guide
Who it is for: Employers with field crews, service technicians and anyone who drives for work, especially on remote or winter roads.
What it helps with: Journey Management Plan and Trip Log (PDF, 8 pages). A complete, fillable plan for one trip, in 13 sections: trip and crew details, the "is this trip necessary?" check, a risk level screen with approval guidance, route and alternate route, a route hazard table, weather and road condition checks, communication devices and dead zones, the check-in schedule, a pre-trip vehicle and kit checklist, a driver fitness declaration, the overdue procedure with contacts, approval and sign-off, a trip log for every check-in, and close-out with lessons learned. It also includes how-to-use instructions, guidance notes on each stage, a worked example, key terms and common mistakes. Journey Management Quick Guide (PDF, 7 pages). A reference for drivers, journey contacts and supervisors: roles and key terms, sample risk levels, a check-in checklist, what drivers do when plans change, an overdue escalation ladder with your own times, a fill-in contact sheet, winter, survival kit and remote road checklists, a working alone, distracted driving and hours-of-service summary by jurisdiction, a program setup checklist, quarterly review metrics, an audit readiness checklist, and drill and training records.
Why it matters: Driving is one of the most dangerous things many workers do, and a trip plan with check-ins and an overdue procedure means help arrives sooner when something goes wrong. Our free guide on how to set up journey management for field crews explains the legal duties behind journey management and how to build the program.
How to get it: Both files download directly, with no request form.
Driver Fatigue Self-Assessment and Trip Planning Checklist and Supervisor Quick Guide
Who it is for: Drivers who work long or irregular hours, and the supervisors and dispatchers who schedule them.
What it helps with: Driver Fatigue Self-Assessment and Trip Planning Checklist (PDF, 6 pages). A pre-drive self-check on sleep, hours awake and risk factors with clear stop triggers, a trip plan with breaks, rest stops and check-ins, the on-road warning signs, an hours of service quick reference for commercial drivers, a post-trip record, key terms, common mistakes and sign-off. Fatigue Management Quick Guide for Supervisors (PDF, 6 pages). Fatigue duties by jurisdiction, a scheduling and rotation checklist, signs to watch for, a step-by-step response when a worker is too tired to drive, a fatigue report and response record, hazard assessment prompts, a fatigue risk management program checklist, common mistakes, definitions and sign-off.
Why it matters: Fatigue slows reaction time and judgment much like alcohol does, and a simple pre-drive check and a clear response plan help stop a tired driver before a crash. Our free guide on how to manage driver fatigue covers hours of service, OHS fatigue duties and how to build a fatigue management plan.
How to get it: Both files download directly, with no request form.
General Workplace Safety Inspection Checklist and Quick Guide
Who it is for: Supervisors, safety coordinators, health and safety committee members and representatives, and anyone who carries out planned workplace inspections, in any industry.
What it helps with: The 22-page checklist has clickable checkboxes and covers 20 areas found in most workplaces, from exterior grounds, exits and housekeeping to electrical safety, hazardous products, fire protection, mobile equipment and safe work practices. Each item is rated Yes, No or N/A, and compliance items are flagged so you can check them against your own legislation. It includes inspection details, a priority key, a summary of findings, a corrective action log and sign-off. The two-page quick guide has clickable checklists for planning, walking the area, recording findings and following up.
Why it matters: Inspections only reduce risk when findings are specific, prioritized, assigned and verified. A consistent checklist and corrective action log may provide part of the objective evidence reviewed in a COR or SECOR audit. The applicable certifying partner and protocol must still be confirmed, and implementation must be verified through records, interviews and workplace observations. Our free workplace safety inspection guide explains how to plan and carry out an inspection that finds real hazards.
How to get it: Both PDFs download directly, with no request form.
Vehicle and Equipment Pre-Use Inspection Checklists
Who it is for: Drivers, equipment operators and supervisors who inspect vehicles, forklifts, loaders, telehandlers and elevating work platforms before use.
What it helps with: Vehicle Pre-Use Inspection Checklist (PDF, 6 pages). A how-to-use page with key terms and a table of when the NSC trip inspection rules apply in Alberta, Saskatchewan, Ontario and Nova Scotia; vehicle and trip details; exterior walkaround, under-the-hood, in-cab and running checks; emergency equipment and company-specific items; a defect report with minor and major defects, out-of-service steps and a driver declaration; repair and return-to-service sign-off, en route defects and supervisor review; and guidance notes on good practice, common mistakes, records, roles and what auditors look for. Equipment Pre-Use Inspection Checklist (PDF, 7 pages). For skid steers, loaders, excavators, telehandlers, forklifts and elevating work platforms: how to use it, key terms, roles and a before-you-start check; equipment details, work area and walkaround checks; fluids and operational checks with space for equipment-specific items; forklift, elevating work platform and other equipment modules; a defect report with out-of-service steps and an operator declaration; repair sign-off, a weekly log and supervisor review; and a jurisdiction table, common mistakes and tips for building equipment-specific checklists.
Why it matters: A few minutes of checks before the shift catches defects before they cause a breakdown, a crash or a serious injury, and the record shows the inspection was done. Our free guide on how to conduct vehicle and equipment pre-use inspections explains the inspection rules, defect handling and out-of-service steps across Canada.
How to get it: Both files download directly, with no request form.
Incident Report Form
Who it is for: Employers, supervisors, workers, safety coordinators and managers involved in incident reporting.
What it helps with: This two-page fillable form records the first report of an injury, illness, near miss, property or equipment damage, vehicle incident, spill or other event: what happened, where and when, the people involved, injury and treatment details, the immediate actions taken, who was notified, how serious it could have been, and whether an investigation is needed.
Why it matters: Incident reporting has to happen early enough for the employer to gather useful information. A clear form captures the facts while they're fresh, without blame, and our free incident investigation guide shows what to do next.
How to get it: The fillable PDF downloads directly, with no request form.
Corrective Action Tracker and Quick Guide
Who it is for: Managers, supervisors, safety coordinators, health and safety committee members and employers responsible for closing safety gaps.
What it helps with: The Excel tracker logs corrective actions from inspections, incidents, hazard reports, hazard assessments, committee recommendations, audits and OHS orders in one place. It has drop-down lists for source, priority, control type and status, calculates days open, flags overdue actions automatically and includes a summary tab for management reviews. The fillable PDF version has clickable checkboxes, with a corrective action record and a log page for teams that prefer paper. The two-page quick guide has clickable checklists for each step.
Why it matters: Corrective actions are only useful if they are assigned, completed, verified and documented. A single tracker helps you avoid repeat findings and gives you clear evidence of follow-up for due diligence and COR and SECOR audits. Our free corrective actions guide explains how to manage each action from finding to verified fix.
How to get it: All three files download directly, with no request form.
Incident Investigation Form and Quick Guide
Who it is for: Supervisors, investigators, safety coordinators, health and safety committee members and employers who need to investigate incidents and near misses.
What it helps with: The fillable three-page investigation form takes you from the event details and immediate response through the facts, witness statements, timeline, causes and corrective actions, with clickable checkboxes. The two-page quick guide summarizes the steps so supervisors can keep it on hand.
Why it matters: An investigation that stops at what happened misses why it happened, and the same incident comes back. A consistent form keeps every investigation complete and gives you the records an auditor or inspector expects to see. Our free guide on how to investigate a workplace incident explains the process in full.
How to get it: Both files download directly, with no request form.
Root Cause Analysis Worksheet, Quick Guide and Explanation Guide
Who it is for: Supervisors, investigators, safety coordinators, health and safety committee members and employers investigating incidents and near misses.
What it helps with: The fillable three-page worksheet takes an investigation from the loss and the event to the immediate causes, the human and job factors behind them and the system corrections, with clickable checkboxes. The two-page quick guide summarizes the steps, and the explanation guide walks through each type of cause with questions, evidence and worked examples.
Why it matters: Investigations that stop at the immediate cause fix the symptom and leave the system that allowed it in place. A structured root cause analysis finds the causes that prevent more than one incident. Our free guide on how to conduct a root cause analysis explains the method step by step.
How to get it: All three files download directly, with no request form.
COR Audit Readiness Checklist and 12-Month Records Tracker
Who it is for: Employers, safety coordinators, supervisors and internal auditors working toward a first COR or getting ready for a maintenance or recertification audit.
What it helps with: The three-page checklist has clickable checkboxes and covers where you are in the COR cycle, the steps for a first COR or a maintenance or recertification audit, and the 12-month documentation list for every element. The Excel tracker lets you tick off the records auditors sample, month by month and grouped by element. It shows how complete each element is, flags missing months and gives you a summary to review with your supervisors and committee. The tracker also comes as a fillable PDF with a clickable box for each month and a monthly review log, for teams that prefer paper. A two-page quick guide summarizes how to prepare, with clickable checklists for each step.
Why it matters: Auditors look for records showing your system working through the months before the audit, and missing months can't be filled in afterwards. Tracking them as you go shows the gaps while there's still time to fix them. Our free guide on how to prepare for a COR audit explains what auditors look for and how to get ready.
How to get it: All four files download directly, with no request form.
SECOR Readiness Checklist and 12-Month SECOR Records Tracker
Who it is for: Small employers, owners and safety coordinators working toward a first SECOR or keeping the one they have.
What it helps with: The two-page checklist has clickable checkboxes and walks you through choosing your program, the training, building your program, the 12 months of records and the evaluation itself. The Excel tracker lets you tick off the records an evaluation samples, month by month, with a summary that shows how complete each one is and flags missing months. The tracker also comes as a fillable PDF with a clickable box for each month, space for your own record types and a monthly review log.
Why it matters: A SECOR evaluation looks for records showing your program in use, and missing months can't be filled in afterwards. Tracking them as you go shows the gaps while there's still time to fix them. Our free guide on how to prepare for a SECOR evaluation explains the programs in each province and territory and how to get ready.
How to get it: All three files download directly, with no request form.
COR and SECOR Certifying Partners, Rules by Province and Reciprocity
Who it is for: Employers, safety coordinators and contractors working toward COR or SECOR, or bidding on work in another province.
What it helps with: Three short references. The certifying partners list shows every COR and SECOR certifying partner in Canada by province and territory, with the industries each one serves, its small-employer option and size limit, key requirements and a link to its program page. The rules by province reference covers who runs COR, how long a certificate lasts, the pass marks and the rebates tied to holding COR. The related programs reference explains construction COR reciprocity between provinces and the programs that work alongside COR.
Why it matters: Your certifying partner decides your audit tool, your required courses and your deadlines, so choosing the right one is the first decision you make. Our COR, SECOR and prequalification guides explain how the programs work.
How to get it: All three PDFs download directly, with no request form.
COR Interview Readiness Checklist and Practice Interview Guide
Who it is for: Owners, managers, safety coordinators and supervisors preparing their people for a COR or SECOR audit.
What it helps with: The two-page fillable checklist has clickable checkboxes and follows a three-month readiness plan, from the gap review and practice interviews to audit-week logistics. The practice interview guide gives open conversation starters for managers, supervisors and workers, with space to record themes and program gaps, so you can run your own blame-free practice interviews.
Why it matters: Interviews are one of the three ways a COR audit gathers evidence, and they show whether the program is really working on the floor. Practice interviews are built to find gaps in the program, not to script answers. Our free guide on how to prepare workers and supervisors for COR audit interviews explains who gets interviewed and how answers are scored.
How to get it: Both PDFs download directly, with no request form.
Contractor Prequalification Document Checklist and Tracker
Who it is for: Contractors and subcontractors registering on ISNetworld, Avetta or ComplyWorks, or completing a client's own safety questionnaire.
What it helps with: The two-page checklist has clickable checkboxes, groups your documents by type and has fields for each document's expiry date, so you can see what's ready before you submit. The Excel tracker has one row per client or platform with status, grade, submission and renewal dates, a document register with automatic expired and expiring-soon flags, and a summary tab.
Why it matters: An expired insurance certificate or clearance letter can drop your grade and keep you off a client's bid list. Tracking documents and renewal dates in one place helps you stay approved. Our free guide on how to complete contractor prequalification walks through each platform and what reviewers look for.
How to get it: Both files download directly, with no request form.
Contractor Safety Checklist and Contractor Register
Who it is for: Owners, prime contractors, facility managers and safety coordinators who hire contractors.
What it helps with: The checklist has clickable checkboxes and follows seven steps, from planning the work and prequalifying contractors to orientation, monitoring and the post-job evaluation. The Excel register lists the contractors you use, with prequalification status, clearance and insurance expiry dates, orientation and evaluation results, and automatic flags for anything expired or about to expire.
Why it matters: Hiring a contractor doesn't transfer your safety responsibilities. A consistent process and current records show you chose and managed contractors with care. Our free guide on how to manage contractor safety explains who's responsible and what to check at each step.
How to get it: Both files download directly, with no request form.
Site-Specific Safety Plan Template and Review Checklist
Who it is for: Prime contractors, contractors, project managers and site supervisors planning a project or a new work site.
What it helps with: The fillable template has clickable checkboxes and follows the sections of a complete plan, from project and site information to site hazards, contractor coordination, the site emergency plan, review triggers and close-out. The short fillable checklist helps you review a plan, your own or a subcontractor's, before work starts and at each review point.
Why it matters: Your safety manual says how you manage safety in general. A site-specific plan says how you'll do it on this project, with these hazards and the other employers working beside you, and owners often ask for one before work starts. Our free guide on how to create a site-specific safety plan covers what the law requires across Canada and what to include.
How to get it: Both PDFs download directly, with no request form.
Emergency Response Planning Template
Who it is for: Employers, supervisors, managers, field crews, rural operations, mobile crews and multi-site employers.
What it helps with: This three-page fillable template builds a site emergency response plan: site and access details for responders, utility shut-offs and safety data sheet locations, emergency contacts, roles, how the alarm is raised, first aid and emergency equipment, evacuation and headcount, the emergencies the site could face with their response steps, and a record of drills and reviews.
Why it matters: Emergency response plans need to reflect actual workplace conditions. A generic plan may not be enough for remote worksites, field crews, temporary sites, mobile operations or locations where emergency response may be delayed.
How to get it: The fillable PDF downloads directly, with no request form.
First Aid Needs Assessment Worksheet and Kit and Station Inspection Checklist
Who it is for: Employers, safety coordinators and supervisors responsible for first aiders, kits, stations and emergency transport.
What it helps with: First Aid Needs Assessment Worksheet (PDF, 7 pages). A step-by-step worksheet for each site or crew: workplace profile, hazard level, worker counts by shift, travel time to care, a jurisdiction lookup table, the first aiders, kits, room and transport you need, a communication and emergency transport plan, key terms, common mistakes and sign-off. First Aid Kit and Station Inspection Checklist (PDF, 6 pages). A monthly inspection for kits, stations, first aid rooms, eyewash, AEDs and transport, with a restock log, guidance on first aid records and a sample record log, and a first aider roster with certificate expiry tracking.
Why it matters: First aid requirements depend on your hazards, workers per shift and travel time to care, and a written assessment shows you have the right people and supplies in place. Our free guide on how to meet first aid requirements across Canada compares the first aid rules in every province and territory.
How to get it: Both files download directly, with no request form.
Supervisor Due Diligence Checklist and Daily Safety Log
Who it is for: Supervisors, foremen and lead hands, and the managers who support them.
What it helps with: Supervisor Due Diligence Checklist (PDF, 7 pages). A self-assessment against each supervisor duty, with an evidence column for the records that prove it, a gap and action plan, a supervisor duties table for every province, territory and federal workplaces, the four reasonable care questions, common mistakes, key terms and sign-off by the supervisor and manager. Supervisor Daily Safety Log (PDF, 8 pages). A multi-day field log for pre-shift checks, hazards found and controls, coaching and corrections, worker concerns, inspections and follow-ups, with a weekly review and sign-off, a filled-in worked example and guidance on writing entries that hold up.
Why it matters: Supervisors carry their own legal duties, and dated records of daily checks, coaching and follow-up are how they show they took every reasonable precaution. Our free guide on how to demonstrate supervisor due diligence explains supervisor duties in every province and territory and the habits and records that prove reasonable care.
How to get it: Both files download directly, with no request form.
Health and Safety Policy Template and Review Checklist
Who it is for: Business owners and managers writing or updating their company health and safety policy.
What it helps with: Health and Safety Policy Template (PDF, 7 pages). A fill-in policy statement with guidance notes for each section, optional clauses you can tick, a worked sample policy, a jurisdiction quick reference, a signing, posting and communication record, an annual review log, key terms and common mistakes. Health and Safety Policy Review Checklist (PDF, 6 pages). A review against legal and COR expectations with clickable checkboxes, a jurisdiction requirements table, a worker understanding check with interview prompts, links to roles and responsibilities, common mistakes, an action plan and sign-off.
Why it matters: The policy sets the tone for your whole safety program, and both regulators and COR auditors expect it to be signed, posted, understood and reviewed. Our free guide on how to write a health and safety policy covers the policy requirements in every province and territory.
How to get it: Both files download directly, with no request form.
New Worker Safety Orientation Checklist and Follow-Up and Competency Record
Who it is for: Employers, supervisors and trainers who bring on new, young or transferred workers.
What it helps with: New Worker Safety Orientation Checklist (PDF, 7 pages). A full orientation checklist by topic, from people and rights to hazards, emergencies, PPE and task demonstration, with a jurisdiction-specific topics table for every province, territory and federal workplace, understanding check questions, contractor and visitor notes, key terms, common mistakes, and worker and supervisor sign-off with an orientation record. New Worker Follow-Up and Competency Record (PDF, 6 pages). First day, first week, 30-day and 90-day check-ins with prompts, buddy or mentor assignment, restricted tasks until sign-off, task-by-task competency sign-off with observation notes, a log of concerns raised and actions taken, additional training records and final sign-off.
Why it matters: New workers face a much higher risk of injury in their first months, and a thorough orientation with follow-up check-ins closes that gap. Our free guide on how to deliver a new worker safety orientation covers the orientation topics required in every province and territory.
How to get it: Both files download directly, with no request form.
Training Record Template
Who it is for: Employers, HR staff, safety coordinators, supervisors and administrators responsible for training records.
What it helps with: This two-page fillable template includes an individual training record for each worker, covering orientation, courses, certificates, expiry or refresher dates and who confirmed the worker is competent, plus a training session attendance record with sign-in lines and evaluation results.
Why it matters: Training records are often requested during audits, client reviews, inspections and incident investigations. A clear record shows what training has been completed, when it needs renewing, and that workers are competent, not just trained.
How to get it: The fillable PDF downloads directly, with no request form.
JHSC Setup Checklist and Terms of Reference Template
Who it is for: Employers, HR and safety coordinators, and new co-chairs setting up a joint health and safety committee or a health and safety representative.
What it helps with: The two-page setup checklist follows eight steps, from confirming the legal requirement to holding the first meeting, with clickable checkboxes. The fillable terms of reference template covers purpose, scope, membership, selection, co-chairs, meetings, quorum, decision-making, recommendations, records, training, review and signatures.
Why it matters: A committee that’s set up properly from day one is easier to run, easier to audit and far more likely to fix real problems. Clear terms of reference prevent most later arguments about quorum, vacancies and recommendations. Our free guide on how to set up a JHSC covers the thresholds, membership and training rules in every province and territory.
How to get it: Both files download directly, with no request form.
JHSC Meeting Agenda and Checklist and Action Item Tracker
Who it is for: Joint health and safety committee co-chairs, members, recorders and health and safety representatives.
What it helps with: The two-page fillable agenda follows a standard JHSC meeting, with space for attendance, quorum and decisions, plus pre-meeting and post-meeting checklists with clickable checkboxes. The Excel tracker has one row for each concern, action or recommendation, with its source, owner, due date, status and employer response date, plus automatic days-open counts, overdue flags and a summary tab for your next meeting.
Why it matters: A committee is judged by what gets fixed, not by how many minutes it keeps. A clear agenda and a tracker that shows open items help turn concerns into recommendations and real follow-up. Our free guide on how to run a JHSC meeting covers the meeting rules in every province and territory.
How to get it: Both files download directly, with no request form.
JHSC Meeting Minutes Template and Recommendation Letter Template
Who it is for: Joint health and safety committee co-chairs, recorders and members, and the employers who receive their recommendations.
What it helps with: The seven-page fillable minutes template covers attendance and quorum, open actions, employer responses, inspection and incident reviews, new concerns and decisions, with an action item log, a before-posting checklist and co-chair sign-off. The seven-page recommendation letter template sets out the problem, evidence, recommended controls, interim controls and timeline, then records the employer’s response and any follow-up, with a quick guide to writing recommendations that get acted on.
Why it matters: Clear minutes and written recommendations are how a committee turns concerns into fixes, and they’re the records an auditor or OHS officer will ask to see. In most provinces the employer must answer a written recommendation within a set time. Our free guide on how to write JHSC minutes and recommendations covers the minutes and response rules in every province and territory.
How to get it: Both files download directly, with no request form.
Work Refusal Investigation Record and Supervisor Quick Guide
Who it is for: Supervisors, managers, committee members and representatives who may need to respond when a worker refuses unsafe work.
What it helps with: Work Refusal Investigation Record (PDF, 6 pages). A ten-part fillable record that follows the process in our guide: how to use the form, the jurisdiction that applies, the refusal report in the worker’s own words, immediate actions, notifications, the investigation with the worker representative, findings and controls, the worker’s response, notice to any replacement worker, regulator involvement and orders, pay confirmation, corrective actions, a record review checklist, distribution, lessons learned and sign-off, with guidance notes, prompts and examples throughout. Supervisor Quick Guide to Work Refusals (PDF, 6 pages). A practical reference for supervisors: a first-five-minutes checklist, what to say and what never to say, key definitions, a step-by-step checklist, investigation questions, two tables with the legal test and key rules for every province, territory and federal workplace, reassignment and pay rules, what to put in a written notice to a replacement worker, reprisal protections, exceptions, common mistakes, what to record, and a fillable page for your site contacts, procedure notes and supervisor briefings.
Why it matters: A work refusal is a legal process with set steps, and a calm, well-documented response protects the worker, the supervisor and the employer. Our free guide on how to handle a work refusal explains the legal test, the steps and the reprisal protections in every province and territory.
How to get it: Both files download directly, with no request form.
HSR Appointment and Support Checklist and HSR Duties Quick Guide
Who it is for: Employers in smaller workplaces that need a health and safety representative instead of a committee, and the representatives they appoint.
What it helps with: HSR Appointment and Support Checklist (PDF). A six-page fillable checklist and record set for employers that follows the eight steps in our guide. It includes a headcount and jurisdiction check, a one-page quick reference for every province, territory and federal workplace, a selection record and posting checklist, a training record, a paid time and support checklist with a meeting log, an inspection schedule, a concerns and recommendations log with response dates, and a yearly review with common mistakes, what an auditor looks for and sign-off. HSR Duties Quick Guide (PDF). A six-page guide for the representative: what the role is and isn’t, what to expect from the employer, duties area by area with self-checks, 13 inspection prompts with OK and action boxes, a recommendation form with a worked example, your part in a work refusal, jurisdiction notes, and an activity log.
Why it matters: A representative only helps if they’re chosen properly, trained, given time and taken seriously when they raise concerns. Our free guide on how to appoint and support a health and safety representative covers when a representative is required and the selection, training and support rules in every province and territory.
How to get it: Both files download directly, with no request form.
Safety Meeting or Toolbox Talk Record
Who it is for: Supervisors, lead hands, forepersons, committee members and field crews.
What it helps with: This two-page fillable form records a toolbox talk or safety meeting: the type of meeting, the topics covered, the key points, worker questions and concerns with follow-up actions and owners, and a sign-in sheet for everyone who attended.
Why it matters: Safety meetings help communicate expectations and address changing conditions. Keeping records shows that information was shared and that worker concerns were heard and followed up.
How to get it: The fillable PDF downloads directly, with no request form.
