Hoe Operator – Competency Assessment – Editable Word Format
Make sure your hoe (excavator) operators are qualified, safe, and legally compliant with this Hoe Operator Competency Assessment.
This editable Microsoft Word template helps supervisors, safety managers, and trainers evaluate, document, and verify operator competency for backhoes, excavators, and similar equipment. It’s built to support provincial OHS legislation, due diligence standards, and client requirements, making it suitable for contractors and companies of all sizes.
The checklist covers everything from PPE use and pre‑operation inspections to safe trenching, soil awareness, and maintenance responsibilities — giving you a clear, defensible record for audits, inspections, and regulatory compliance.
Use this form to:
✅ Conduct new hire sign‑offs for operators
✅ Perform refresher assessments or post‑incident evaluations
✅ Maintain audit‑ready competency records for all operators
Key Features
Fully Editable Word Document (.doc) – Add your logo, update tasks, and adapt for your work environment.
Covers Essential Operator Skills – Safe hoe operation, pre‑use checks, soil assessment, trenching, lifting, and PPE.
Supports Legislative Compliance – Helps demonstrate due diligence under OHS regulations.
Flexible Use – Print for field use or upload into SiteDocs for digital tracking and sign‑offs.
Who Should Use This Form?
Safety Managers & HSE Coordinators needing documented proof of operator competency
Supervisors & Trainers signing off hoe/excavator operators in the field
Contractors & Construction Companies working under OHS regulations or client safety programs
Going Paperless? Using SiteDocs?
📅 Book a quick SiteDocs walkthrough here to see how it works in under 15 minutes.
Download once — customize forever.
Whether you’re using it as a standalone evaluation form or as part of your competency program, this template makes documenting AWP training faster, easier, and audit‑ready.
Looking for a full competency program?
Upgrade beyond single assessments with our Complete Competency Program — a ready-to-use, editable system that includes:
✅ A full Competency Policy & Directive
✅ Supervisor guidance and assessor tools
✅ A customizable Competency Matrix
✅ Generic assessment forms to add unlimited competencies
