Health & Safety - Induction and Orientation Records

Proof of every induction, ready when asked.

A worker who can't prove they've been inducted shouldn't be on site, and a lapsed induction is easy to miss until it's too late. FlexManager's Induction and Orientation Records module keeps a record, certificate, and optional expiry date for every induction, so status is always ready to check.

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The challenge

If you can’t easily confirm that a worker has been inducted, you have a challenge on your hands. When you’re relying on easily misplaced spreadsheets, sign-in pages, or scattered emails, you can’t always find the answer when you need it; and that can quickly become a compliance issue.

Sheets in a binder

Proof of an induction lives on paper at one site office, if it was filed at all.

Expiry nobody tracks

Inductions lapse quietly, and the first anyone hears of it is during an audit.

Gaps found too late

Nobody can say which workers on a project have not been inducted yet.

The solution
Induction and Orientation Records tracks inductions per project, capturing them whether they were completed online or in person. Plus, a worker’s induction can be validated by name, email, or phone in seconds.
How it works

From induction to audit

The record, the certificate, and the expiry warnings follow no matter how the induction happens.

01

One register

Online, on-site, and manual inductions land in one register.

02

Complete it

Staff, subcontractor, and visitor inductions; people pass it online or attend on site.

03

Certificate issued

The record gets a numbered certificate; certificates can carry the person's photo and a signing officer's signature.

04

Expiry chased

The person is warned before it lapses; on the day, a staff member's supervisor hears too.

The gamechangers

Key features & benefits

Prove Induction Before Site Access

Prove a person was inducted before they go on site, and check induction status as part of site access, so nobody without a valid record ends up on a live project.

Never Miss an Expiring Induction

Know exactly when an induction has expired and needs redoing, and get a warning before it's about to lapse, so a gap in cover doesn't go unnoticed until it's too late.

Generate Certificates on Completion

Generate an induction certificate on completion.

See Induction and Orientation Records in action.

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See it in action
Who it's for

Built for every gate and every worker

From the safety team to the subcontractor's own office, everyone reads the same induction record.

HSEQ Manager

Can search inductions across every project and can see expiry dates turning amber or red.

Site Manager

Sees who has no induction record, giving them the chance to rectify it as soon as possible.

Visitor Manager

Using Access Control, they know that a completed induction can grant site access.

Subcontractor Manager

Sees each worker's inductions on the company profile, and the company sees them in its portal.

Case study

Neylons

FlexManager was implemented in a number of areas to mitigate any potential lapses that could have arisen from Neylon’s expansive growth. Their employee numbers grew from 70 to over 1,000, so it was important they had a system to streamline their inductions and orientation records.

1000+Employees
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Getting started

Onboarding built around your needs. We're ready when you are.

We work to your pace and your team's availability. Your dedicated onboarding specialist takes care of the setup, so getting started stays simple.

Step 1

Configuration

We configure FlexManager around your procedures.

Step 2

Training

Short, role-based sessions for admins and field teams. Most users are confident after their first use.

Step 3

Go Live!

Start with one site or roll out everywhere at once. Your account manager stays with you after launch.

Dedicated Onboarding Specialist Unlimited Users No Hidden Costs

Get started with Induction and Orientation Records

Frequently Asked Questions

How do you know when an induction needs redoing?

Each induction can be set to stay valid for a defined period. You get a warning before an induction is about to lapse, and the record itself shows clearly once it has expired and needs redoing, rather than leaving anyone to work it out manually.

Can inductions be completed online as well as in person?

Yes. Inductions completed online or in person are both captured in the same record, so it doesn’t matter how someone was inducted, only that it happened, was certified, and is on file the moment their status needs to be checked at the gate.

Can induction certificates carry our own branding?

Induction certificate layouts are customisable, so a certificate can reflect your own branding and format rather than a generic template, and it’s generated automatically the moment an induction is completed, ready to hand over or file.

Why choose FlexManager for induction and orientation records?

FlexManager has been building health and safety software since 2011, with a team that includes hands-on HSEQ practitioners, not just developers. FlexManager is certified to ISO 9001, ISO 14001, ISO 27001 and ISO 45001 certification, and it’s that industry-backed accreditation that underlines that we have the know-how we need.