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Site inductions: generate, deliver and collect signatures

Available on all plans

A site induction is the document every person on site signs before starting work. Generate it once per project; the crew signs digitally from their phones.

Generate the induction

  1. Open your project, go to the Documents tab and start the Site Induction.

    The wizard pulls the site rules, emergency details and welfare arrangements from your project — confirm rather than retype.

  2. Review, approve and it's ready to sign.

    The induction appears on the Documents tab with its Worker Sign-Off panel directly underneath.

Collect the signatures

Send the crew sign-off link — every active worker automatically gets the induction in their portal, and signatures appear live on the Worker Sign-Off panel. If you regenerate the induction, everyone re-signs the new version.

Multilingual crews (Business and above)

On Business and above, workers can read key site H&S details in their own language at the gate and in the portal. Review what they'll see under your project's Access tab → Induction translations. English stays the authoritative record.

Frequently asked questions

How do workers sign the induction?

Send the project's crew sign-off link. Each worker picks their name, reads the induction on their phone and signs — every induction automatically requires sign-off from every active worker on the project.

What happens when I add a worker after the induction is generated?

New active workers are enrolled for sign-off too — the Worker Sign-Off panel shows them as pending until they've read and signed.

Which languages are available for multilingual crews?

On Business and above, key site H&S details can be shown to workers in Polish, Romanian, Lithuanian, Bulgarian, Russian, Ukrainian, Portuguese and Spanish. English is always the authoritative record, and you can review every translation before workers see it.

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