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Accident Reporting Policy Template

Andy Przystanski
Senior Content Marketing Manager
Lattice

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Accident Reporting Policy Template
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Workplace safety is everyone’s responsibility — but when accidents happen, having a clear and effective reporting process is critical. Prompt reporting helps prevent future incidents, supports timely medical response, ensures compliance with legal and insurance requirements, and promotes a culture of transparency and care.

An accident reporting policy outlines the steps employees must take after a workplace injury, illness, or near miss, and establishes accountability for documenting and investigating each incident. It also helps employers meet obligations under occupational health and safety laws like the U.S. Occupational Safety and Health Administration (OSHA) or equivalent regulations in other jurisdictions.

What an Accident Reporting Policy Should Include

To be comprehensive and legally sound, an accident reporting policy should cover:

  • Policy purpose and scope: What the policy aims to accomplish and who it applies to
  • Definition of reportable incidents: What qualifies as an “accident” or “incident,” including injuries, illnesses, near misses, and property damage
  • Reporting requirements: When and how employees must report accidents (e.g., timeframe, contact person, documentation)
  • Investigation process: How the company reviews and responds to reports, including internal investigations and root cause analysis
  • Medical attention and workers’ compensation: What to do in case of injury and how benefits and claims are handled
  • Corrective action and prevention: How the company will address hazards and prevent future incidents
  • Confidentiality and non-retaliation: Assurances that reports are confidential and that retaliation is prohibited
  • Roles and responsibilities: Who is responsible for receiving reports, investigating, and taking follow-up action
  • Policy review and compliance: How the policy will be maintained and how violations will be addressed

Purpose of the Policy

This accident reporting policy is designed to:

  • Ensure the health and safety of all employees, contractors, and visitors
  • Provide a standardized process for reporting and responding to accidents and near misses
  • Support compliance with workplace safety laws and insurance requirements
  • Promote hazard awareness and continuous improvement
  • Create a workplace culture where safety concerns are addressed promptly and without fear

Accident Reporting Policy Template

🚩 Please note: This sample policy is for informational purposes only and does not constitute legal advice. It is a generic template that may not suit your specific circumstances. When adopting or revising a policy, consult legal counsel to ensure compliance with all applicable laws and regulations.

1. Policy Statement

We are committed to providing a safe and healthy workplace for all employees, contractors, and visitors. To uphold this commitment, we require that all workplace accidents, injuries, illnesses, near misses, and unsafe conditions be reported immediately.

This policy outlines the steps for reporting, investigating, and responding to incidents, and applies to all personnel regardless of job title, department, or work location.

2. Scope

This policy applies to:

  • All employees, full-time and part-time
  • Contractors, interns, and temporary workers
  • Onsite visitors and vendors (for reporting by the host employee)

It covers all company-operated locations, remote job sites, and any location where employees are conducting company business.

3. What Should Be Reported

The following incidents must be reported:

  • Workplace injuries or illnesses, regardless of severity
  • Accidents involving equipment, vehicles, or property damage
  • Near misses (events that could have caused harm but didn’t)
  • Exposure to hazardous materials
  • Unsafe conditions or practices

Examples include:

  • Slips, trips, or falls
  • Burns or cuts
  • Strains or sprains from lifting
  • Chemical spills or leaks
  • Electrical shocks or fires
  • Machinery malfunctions or malfunctions causing injury

4. Reporting Requirements

All accidents and incidents must be reported immediately, or no later than [24 hours] after the event occurs.

To report an incident:

  1. Seek medical attention if needed. Contact emergency services for serious injuries.
  2. Notify your immediate supervisor or HR.
  3. Complete an Incident Report Form (paper or digital) with the following information:
    • Date, time, and location of the incident
    • Names of individuals involved or injured
    • Description of the incident and any witnesses
    • Description of any injuries or damage

If the incident occurs offsite or after hours, call [designated safety contact or HR phone number] or email [incident reporting inbox].

Failure to report an incident in a timely manner may result in disciplinary action.

5. Medical Attention and Workers’ Compensation

If an employee is injured:

  • First aid should be administered on-site, if appropriate.
  • For serious or urgent injuries, employees should be transported to the nearest medical facility.
  • HR will coordinate the filing of any workers’ compensation claims as required by law.
  • A medical clearance may be required before the employee returns to work.
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6. Investigation Process

All reported incidents will be reviewed and, if necessary, investigated by HR or the Safety Officer in partnership with the employee’s manager. The investigation may include:

  • Interviews with the involved employee(s) and witnesses
  • Review of equipment, environment, or safety systems
  • Root cause analysis
  • Documentation of findings and corrective actions

Investigation results will be used to improve processes, update training, or take disciplinary action if necessary.

7. Corrective Action and Prevention

Following an incident:

  • Immediate hazards will be mitigated or removed
  • Equipment will be repaired or taken out of use if needed
  • Employees may receive refresher training
  • Procedures or policies may be revised to prevent recurrence

Corrective actions will be tracked and monitored for completion.

8. Confidentiality and Non-Retaliation

All reports will be treated with discretion and confidentiality. Information will be shared only with those responsible for reviewing, investigating, or correcting the issue.

Retaliation against anyone who reports an accident, near miss, or safety concern in good faith is strictly prohibited. Employees are encouraged to speak up without fear of penalty.

9. Roles and Responsibilities

Employees must:

  • Report accidents and unsafe conditions immediately
  • Cooperate with investigations
  • Follow all safety procedures and training

Managers must:

  • Respond to reports promptly
  • Ensure the incident form is completed and submitted
  • Support corrective actions and training

HR and/or the Safety Officer must:

  • Review all reports and documentation
  • Coordinate medical response and workers’ comp claims
  • Conduct or support investigations
  • Track safety trends and report findings to leadership

10. Policy Compliance and Review

This policy will be reviewed annually by the HR and Safety teams and updated as needed. Employees who fail to report incidents or knowingly submit false reports may be subject to disciplinary action, up to and including termination.

For questions or to report an accident, contact:

[Insert Safety/HR contact name]
[Insert email address]
[Insert phone number or hotline]

Frequently Asked Questions

1. What if I’m not injured — do I still need to report the incident?
Yes. Even if no one was hurt, reporting near misses or unsafe conditions helps prevent future accidents.

2. What if I’m unsure whether something counts as an “incident”?
When in doubt, report it. It’s better to over-report than to miss something potentially serious.

3. Will I get in trouble if I caused the accident?
Not if it was unintentional and reported in good faith. We focus on fixing the issue, not blaming individuals — unless there’s clear misconduct.

4. Can I report an accident anonymously?
Yes, if your company has an anonymous reporting system. Otherwise, speak directly with HR and ask for confidentiality.

5. What if I’m injured outside of work?
Accidents that happen off the job don’t need to be reported under this policy, unless they impact your ability to work or create a workplace risk.

Disclaimer: This resource was developed with the help of artificial intelligence, though reviewed, edited, and approved by (real) humans.

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