Loader / Backhoe – Competency Assessment – Editable Word Format
Demonstrate due diligence and keep your loader and backhoe operators legally compliant and safe with this Loader / Backhoe Competency Assessment Form.
This fully editable Microsoft Word template helps safety managers, supervisors, and trainers assess, document, and verify operator competency for loader/backhoe operations.
Built to align with provincial OHS legislation and industry best practices, this checklist covers everything from PPE and pre‑use inspections to safe maneuvering, trench work, and emergency response.
Use this form for:
✅ New hire sign‑offs to confirm operator skills before work begins
✅ Refresher evaluations for experienced operators
✅ Post‑incident reviews to confirm competency or support re‑training
Key Features
Fully Editable Word Document (.doc) – Add your logo, customize tasks, and tailor to your operation.
Covers All Core Skills – Pre‑use inspections, load control, obstacle maneuvering, trench work, attachment securement, and emergency protocols.
Supports Legislative Compliance – Demonstrates that your company is fulfilling OHS obligations and due diligence.
Digital or Print Use – Print for field use or upload into SiteDocs for mobile assessments and e‑signatures.
Who Should Use This Form?
HSE Managers & Safety Coordinators needing documented competency proof
Supervisors & Trainers overseeing loader/backhoe operators
Contractors & Companies aiming to maintain compliance for audits, inspections, and client safety requirements
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
