Scope and Purpose
Define who and what the policy covers, whether it applies to all employees, contractors, and off-site conduct related to work activities.
A well-drafted policy reduces safety risk, supports consistent enforcement, and documents procedures that protect the employer in disputes. It also helps meet industry-specific regulatory obligations and clarifies employee expectations about testing, discipline, and assistance programs.
Employers across safety-sensitive and non-safety industries adopt this policy to manage risk, enforce standards, and support rehabilitation pathways for employees.
Implementation typically involves HR distribution at hire, periodic refresher training, and a signed acknowledgement retained in the employee file.
Define who and what the policy covers, whether it applies to all employees, contractors, and off-site conduct related to work activities.
List banned substances and behaviors, including on-duty use, possession, impairment, and off-duty conduct when it affects workplace safety or performance.
Specify types of testing (pre-employment, random, reasonable suspicion, post-incident, return-to-duty), collection methods, and approved labs.
Describe supervisor training, observable indicators that trigger testing, and required documentation for reasonable-suspicion referrals.
Explain consequences for violations, options for treatment or EAP referrals, and criteria for return-to-work and follow-up testing.
State who has access to test results, how records are stored, and legal limits on disclosure to protect employee privacy.
| Field | Configuration |
|---|---|
| Authentication | Email plus SMS code |
| Conditional Fields | Show testing consent when role applies |
| Notifications | Auto-notify HR on signature |
| Record Retention | Archive signed PDF with audit trail |
Choose a platform that preserves an audit trail, supports common formats, and can meet any regulatory authentication requirements.
Ensure the provider can produce tamper-evident signed PDFs and export audit logs for legal or regulatory review.
Provide policy at or before first day.
Require signed acknowledgement within 7–30 days.
Specify the selection interval if using random testing.
Test as soon as practicable after safety incidents.
Define follow-up schedule for return-to-duty cases.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |