Overview
Company Orientations let you create orientation workflows that aren’t tied to a specific site. They’re designed for company-wide requirements that workers only need to complete once, rather than repeating the same information at every site.
Typical applications include:
New employee onboarding
Annual or recurring refresher training
Company-wide safety videos, quizzes, or policy acknowledgements
By separating company-wide training from site-specific orientations, workers can complete shared requirements once, while site orientations focus only on what’s unique to each site. This reduces duplicate work, saves time in the field, and makes the orientation process faster and easier for everyone.
Company Orientations can also be linked to Site Orientations, so you can require company-wide training while still enforcing site-specific requirements.
🔗 Related article: Orientations Overview
🔗 Coming soon: Linking Company Orientations to Site Orientations
Where to Find Company Orientations
Company Orientations live in the Orientations section of Salus.
You can access them by navigating to:
Orientations
From the Orientations page, you can view and manage all orientations, including both Site and Company Orientations.
Creating a Company Orientation
Step 1: Choose the Orientation Type
Go to Orientations
Click the blue Create Orientation button
In the pop-up, select Company Orientation
Click Create Orientation
Step 2: Set the Basics
Once selected, you’ll be taken to the Build window.
Orientation Name
Give your orientation a clear, recognizable name (for example, Company Safety Orientation or New Hire Orientation).
Expiration Period
Choose how long the orientation should remain valid once completed:
Always valid – the worker completes it once
Expires after a set period – choose a duration between 1 and 24 months
Once expired, the worker will need to complete the orientation again.
Orientation Items
After setting the name and expiration, you’ll add Orientation Items. These define what a worker must complete.
Adding Items
Click the blue Add Item button
-
Choose one of the following:
Form
Document or Folder
URL
Request Certificate Upload
Configuring Items
Once added, items appear in a list where you can configure each one.
You can:
Select a specific form
Choose a document, image, PDF, or video
Provide a URL
Require a certificate upload
Required Completion
All orientation items are required.
Workers must complete every item before the orientation can be marked as completed.
Video Completion
Videos must be watched in full. Salus monitors video playback to ensure the entire video is viewed before the worker can move on.
Generate Certificate
After adding your Orientation Items, you’ll see a section titled Generate Certificate.
When enabled, a certificate will be automatically generated and assigned to the worker once the orientation is completed.
Enabling Certificates
Check the Generate Certificate checkbox
Additional options will appear
You can then:
Select a Certificate Type (for example, Fall Protection, First Aid, WHMIS / Hazard Communication)
-
Set a Certificate Expiration Period:
Always valid, or
1–24 months in monthly increments
Once the orientation is completed, the certificate is automatically issued and no additional action is required.
Access Control
The final step is Access Control, where you define who can access the orientation.
Join Company
Workers not already part of your company will be prompted to join when they scan the QR code
Commonly used for internal onboarding and company-only training
Subcontractor Access
Allows subcontractors to access and complete the orientation
Useful when training applies to both employees and subcontractors
Step 5: Create and Activate
When you’re ready:
Click the blue Create Orientation button at the bottom of the screen
This immediately:
Creates the Company Orientation
Activates it
Makes it available to all applicable users
How Workers Access Company Orientations
Most workers access Company Orientations by scanning a QR code.
They:
Scan the QR code
Complete each required item
Finish the orientation
A QR code is simply a link. Admins can also copy the orientation link from the Orientations page and share it via email, text message, or other channels.
Tracking Completion
To track completion:
Go to Orientations
Click into the Company Orientation
You’ll see:
Worker name
Worker company
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Orientation Status, representing:
Not Started
The worker has not opened or begun the orientation yet.In Progress
The worker has started the orientation but has not completed all required items.Completed
The worker has completed all required items in the orientation and it is currently valid.Expired
The worker completed the orientation previously, but it is no longer valid due to the expiration period and must be completed again.
Completion date
A View option
The View option opens a read-only summary of the worker’s orientation entries.
FAQs
What’s the difference between a Company Orientation and a Site Orientation?
Company Orientations are company-wide. Site Orientations are site-specific.
Do workers need to complete a Company Orientation more than once?
Only if it expires.
What happens when it expires?
The status changes to Expired and the worker must complete it again.
Are all items required?
Yes. Every item must be completed.
Can workers skip videos?
No. Videos must be watched in full.
Who can create Company Orientations?
Full Access users (Company Admins).
Can subcontractors complete them?
Yes, if Subcontractor Access is enabled.
How do I see who has completed an orientation?
Open the orientation from the Orientations page.