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Competency Program

Competency assessment program for companies of 100 workers or fewer

Prove every worker can do the job safely.

A profile for each position, a training and competency matrix, a one-page competency record for each task and a live worker register. Built for companies of 100 workers or fewer, reviewed by a safety expert. From $1,495, plus GST.

Training and competency matrix for Northgate Contracting Ltd, five positionsPosition profile for an Equipment OperatorCompetency record for Skid Steer UseCompetency record for Ladder Use, one page with parts A, B and C

What is a competency program?

A competency program is how a company proves its workers can do their tasks safely without supervision. It answers four questions for every worker: what does their position need, have they been trained, has someone watched them do the work, and when are they checked again.

Most small companies already do some of this. A new hire shadows an experienced hand, a supervisor decides when they are ready, and tickets sit in a filing cabinet or an online training system. What is usually missing is the written standard and the record: what exactly was checked, who checked it, on what date, and what happens when the task changes.

That record is what a prime contractor asks for after an incident, and what a COR or SECOR audit samples. Our program gives you the standard, the forms and the register, so the checks your supervisors already make are written down and count.

Read a real record

What is on a competency record?

One page per task. This is the Ladder Use record we built for a sample company, exactly as it prints.

Competency record for Ladder Use, one page with parts A, B and C
  1. The task's risk, on the page

    Severity 3 times likelihood 2 gives 6, High. It comes from the task's hazard assessment.

  2. Qualified and trained

    The ticket the task needs and the hazard assessment review, with certificate number, trainer and date.

  3. Must-pass steps

    On a High task, every line marked with a diamond must be Competent for the worker to pass.

  4. PPE checked, not assumed

    The assessor ticks what the worker selects, inspects and wears.

  5. Signed and dated

    Worker and assessor sign, with a reassess-by date. Reassessment is every 3 years or on any change.

How it connects

How does one hazard control reach the worker?

Every document is built from the one before it. Follow the harness control from the Ladder Use hazard assessment to the worker who needs the ticket.

  1. 1 · Hazard assessment

    Ladder Use, step 4: falls from height

    Hazard assessment row: wear a full body harness tied off to a suitable anchor

    Rated 3 times 2, High. One of its controls is a harness.

  2. 2 · Training matrix

    Fall Protection Training, required by Ladder Use

    Training and competency matrix for Northgate Contracting Ltd, five positions

    Every position that does the task needs the ticket. The Required by column names the task.

  3. 3 · Competency record

    A must-pass line the assessor watches

    Competency record for Ladder Use, one page with parts A, B and C

    The harness becomes a diamond line on the Ladder Use record, and the ticket goes in Part A.

  4. 4 · Worker register

    Each worker's status, live in your portal

    Worker register card: Jordan Pelletier, Fall Protection ticket flagged as expiring soon

    Jordan's Fall Protection ticket is flagged before it expires.

What you get

What does the Competency Program include?

Four parts that work together. Open any sample to see the real document, or download it in Word.

  • A competency record for each task

    One page per task. Part A records the training, Part B is what the assessor watches the worker do, Part C is the result and signatures. Where a hazard is severe and rated High, the key steps must all be Competent to pass.

    Download (Word)
  • A profile for each position

    One page per position: the training it needs and why, the tasks checked on the job, PPE, the top hazards, and how a new worker is supervised until signed Competent.

    Download (Word)
  • A training and competency matrix

    Every position across the top, every requirement down the side, and a column naming the task that requires each one. Refreshers follow certificate expiry and your own reassessment interval.

    Download (Word)
  • A live worker register

    In your compliance portal: each worker against what their position needs, which tickets are on file, which tasks they are signed Competent on, and what is due next.

Also included: a written competency assessment procedure and a supervisor and hazard assessment lead training plan, both in Word. Samples: procedure and supervisor training plan.

How it works

How do you set up a competency program?

You work through it online on your own time. Most companies finish their part in under an hour.

  1. Step 1

    List your positions and tasks

    Your job titles, how many people hold each, and the tasks each one does. We suggest tasks from your trade.

  2. Step 2

    Answer three questions

    Who checks competency at your company, how often workers are checked again, and where your certificates are kept today.

  3. Step 3

    A safety expert reviews it

    Each task's record is drafted from the hazard assessment our safety experts have approved for that task, and a safety expert reviews every record, profile and the matrix before delivery.

  4. Step 4

    Start signing workers off

    Print the records or sign workers off on a phone in your portal. The register updates as you go.

What is the difference between training and competency?

Training is what a worker has been taught, and it is usually proven by a certificate. Competency is whether they can do the task safely on your site, with your equipment, and it is proven by someone watching them do it.

A worker can hold a forklift ticket from a course and still not be ready for your forklift in your yard. Alberta's OHS Act describes a competent worker as adequately qualified, suitably trained and with sufficient experience to work safely without supervision, or with only a minimal degree of it. Each of our records follows that same order: Part A confirms the qualification and training, Part B is the watched demonstration, and Part C is the decision.

What makes a competency checklist practical?

It fits on one page, and every line is something the assessor can actually see. Our records are grouped by what is checked: before starting, doing the work, and finishing. They do not quiz the worker with written questions; one line asks them to explain why the key steps matter and what to do in an emergency.

Where a hazard on the task is severe and rated High, up to three key steps go in a box at the top marked "Must be Competent on every line to pass". On a ladder, that is keeping three points of contact and tying off a harness where fall protection is required. A worker who misses one of those lines is not yet competent, however well they did the rest.

How often should workers be reassessed?

Most companies reassess every 3 years. You choose your own interval when you start, and it prints on every record and sets the due date in your register. Whatever the interval, a worker is also checked again when they are given a new task, when the task or its equipment changes, and after an incident.

With the Hazard and Competency Program there is one more trigger. When a reviewed hazard assessment changes a must-pass step, the record gets a new revision and every worker signed off on the old one shows as due again.

COR and SECOR

What do COR and SECOR audits ask about competency?

Competency sits in ACSA Element 4 (Qualifications, Orientation and Training) and ESC Element E. These are the questions the program is built to answer.

QuestionWhat it asksHow the program answers it
ACSA COR 4.4Does the company confirm appropriate health and safety qualifications are met before employees can perform their jobs?The profile and matrix list what each position must hold first; Part A of each record confirms it.
ACSA COR 4.5Is there a process to assess the competency of new and re-assigned workers?Your reassessment interval and triggers are set once and printed on every record.
ACSA COR 4.6Are competency assessments conducted?The register shows checks done over checks required, the same count an audit makes.
ACSA COR 4.8Does job-specific training include a practical demonstration?Part B of every record is watched on the job, line by line.
ESC COR E.2.hHas the company defined competencies for each position?A one-page profile for each position.
ESC COR E.2.iIs there a process to assess competency of new and re-assigned workers?New hire, new task, change, incident and reassessment are the reasons on every record.

The documents make these marks possible. An audit scores what your people actually do, so workers need to be checked and signed off before the audit.

Packages

How much does a competency program cost?

Extra checklists are $45 each. Yearly upkeep is $399. All prices plus GST.

Competency Program

Up to 10 positions and 25 task checklists

$1,495

For companies whose hazard assessments are already in place. Each record is built from the hazard assessment our safety experts have approved for that task.

  • A profile for each position
  • Training and competency matrix
  • A one-page record for each task
  • Live worker register in your portal
  • Reviewed by a safety expert
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Recommended

Hazard and Competency Program

Up to 20 tasks, with formal hazard assessments

$2,495

Formal hazard assessments ($1,495 on their own) and the Competency Program as one program. Each record is built from your own reviewed assessment and changes when it does.

  • Everything in the Competency Program
  • A formal hazard assessment for each task
  • Records that update when an assessment changes
  • About the hazard assessments
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Common questions

Before you start.

What is a competency program?
A competency program is how a company proves its workers can do their tasks safely without supervision. It defines what each position needs (training, tickets and on-the-job skills), checks each worker on the job against a written standard, records the result with signatures, and sets when each worker is checked again.
How much does the Competency Program cost?
The Competency Program is $1,495 for up to 10 positions and 25 task checklists. Extra checklists are $45 each. With formal hazard assessments for up to 20 tasks it is the Hazard and Competency Program at $2,495. Yearly upkeep is $399. Prices are plus GST.
What is the difference between training and competency?
Training is what a worker has been taught, usually proven by a certificate. Competency is whether they can actually do the task safely on your site, proven by someone watching them do it. A worker can hold a forklift ticket and still not be competent on your forklift in your yard. Audits look for both.
Who should assess a worker's competency?
A supervisor, or an experienced worker the company names as able to assess that task, who is competent in the task themselves. You tell us the role at the start and it is printed on your profiles.
How often should competency be reassessed?
Most companies reassess every 3 years, and always after a new task, a change to the task or equipment, or an incident. You choose your interval when you start: every year, every 2 years, every 3 years, or only when something changes.
Do we need formal hazard assessments first?
No. On its own, each record is built from the hazard assessment our safety experts have approved for that task. With the Hazard and Competency Program, each record is built from your own reviewed hazard assessment, and when an assessment changes a key step, the record updates and the register shows who needs to be checked again.
Can we use our existing training records?
Yes. Certificates already in BisTrainer are matched to your register, and others can be uploaded in your portal. Workers signed off on paper can be entered with the date and assessor.
Does this count for a COR or SECOR audit?
Defining competencies by position, assessing new and re-assigned workers, and confirming qualifications before work are all scored in COR and SECOR audits. The program gives you the documents and the records. An audit scores what your people actually do, so workers need to be checked and signed off.

Ready when your crew is.

Pick your package and pay online, and we will send your link. Not sure which one fits? Email us first.