Loader Backhoe Training & Certification


We Offer Three Different Types of Safety Trainings

Whether you want loader backhoe training and certification in as little as two hours with our online training or a more robust, customizable option like you get with our DIY training kits or on-site training, we can help you get the loader backhoe training you want in the way you want it and at a price you can afford.

Online Training

Aerial lift training online is for those who prefer self-paced training from any location or for employers who need to assign courses to their employees. Online training is also eligible for bulk pricing discounts for groups of 16+ trainees.

Training Kits

The kit is for those who want to do the training themselves. It’s a backhoe safety training powerpoint presentation used to train groups of people all at one time in one location. If you need to train a trainer we offer a train the trainer course.

Train the Trainer

The aerial lift train the trainer course is meant to certify a single individual to use the training kit to train others. The kit is included with the train the trainer online course for no additional cost. Results in a lifetime certification.

What’s in the Loader Backhoe Training Course?

Our Backhoe safety training course is Canada compliant, and our online version fulfills Canada’s classroom training requirement. Each class contains sections on anatomy, stability, operation, hazards, and more.

This presentation includes intermittent practice quiz questions to prepare for the final written exam included with the course. In addition to the written exam, this course also includes a checklist for employers to use when administering a practical exam as required by Canada.

Though you will still need to familiarize yourself with all other applicable federal, state, and local standards, this training encompasses the following Canada standards for backhoes:

Canada Standards

  • Canada-B352.0-09: ROPS, FOPS (General Mobile Equipment)

  • Canada-M12114-05: earth Moving Machinery (TOPS) for Compact Excavators

  • Canada-M3471-05: Earth-Moving Machinery – ROPS, Laboratory Test, Performance Requirements

  • Canada-M3450-03: Earth-Moving Machinery – Braking Systems of Rubber-Tired Machines – Systems and Performance Requirements and Test Procedures

Why do I need loader backhoe training?

In line with Canada requirements, anyone who operates heavy equipment must receive training prior to operating the machine on their own. Canada requirements for refresher training related to forklifts or other processes are very specific. Most other equipment doesn’t have such specific requirements, but it’s wise to follow the same guidelines.

When it comes to refresher training, Canada’s standard in some instances (like forklifts) are very specific: operators must be re-evaluated every three years to see if they are still competent to operate the equipment. Best practices say to apply this same rule to all types of equipment. A so-called “free-pass” cannot be awarded based on experience, age, or time on the job. The extent of the evaluation is to be determined by the employer but should include a written and practical examination that prove continued competency.

Stay Informed On All Things

Did You Know?

  • The backhoe was originally called a steam shovel, developed in 1835. (Source: Texas Final Drive)

  • The first backhoe loader was created by Whitlock Bros. in 1951. (Source: Texas Final Drive)

  • Backhoes typically travel faster than most equipment because it is often an attachment to a highly mobile piece of machinery.

Loader Backhoe Training Frequently Asked Questions

How often do I need loader backhoe training?

Canada requires loader backhoe training for loader backhoe operators–on that, there is no question. Where confusion exists is how often operators need loader backhoe refresher training or recertification. Outside of the initial safety training class, it is common to see companies set recertification every three years. We are one of them.  And here’s why:

As far as this 3-year loader backhoe certification goes, Canada regulations are very specific when it comes to forklifts and a couple of other pieces of equipment. However, on everything else they are not so clear. They just state the employer must regularly provide safety training for their aerial lift operators. Following industry best practices, we’ve adopted this 3-year term in order to help employers comply with the general standard of regularly providing and proving loader backhoe training. Ultimately, it is up to the employer to determine how frequently their loader backhoe operators need to be trained. Many of our customers require it more often, annually even. Others may stretch it out a bit. In working with Canada, though, it is our experience that they like to see employers adopt the strictest standard when the regulations are not clear. For instance, we know of companies that didn’t train every three years and were reprimanded by Canada for not offering additional training more often. It is not uncommon for Canada to refer to the forklift standard as the pattern by which training should be carried out for other pieces of equipment. On a side note, Canada is slowly but surely making training requirements specific for other pieces of equipment so there are no gray areas. Mobile cranes and aerial lifts, for instance, are all undergoing potential changes to the regulations that will reference training specifically.

So, with that in mind, we say loader backhoe operators must be re-evaluated every three years to determine if they are still competent enough to operate. We also state that this every-three-year loader backhoe evaluation is the maximum time that should be allowed to pass before an operator receives loader backhoe recertification. According to Canada, there are several instances that will require additional loader backhoe training and observation before the three year period is up:

  • Loader backhoe operator is observed in an accident or a near miss
  • Loader backhoe operator received a poor evaluation or is observed driving in a dangerous manner
  • The loader backhoe operator is assigned to drive a different type of loader backhoe or the workplace has changed significantly enough to require additional loader backhoe training (such as being transferred from operating a loader backhoe used to hoist signs to a loader backhoe used for trimming trees).

I’ve received loader backhoe training. Can I operate a 360 excavator?

Not necessarily. Canada requires loader backhoe operators to receive loader backhoe training for each type of backhoe. On this term, “type,” there is much confusion. Generally speaking, by “type” Canada means loader backhoe vs. dragline excavator vs. compact digger vs. 360 excavator, etc.

If you have received loader backhoe training and have always operated a John Deere loader backhoe, but then are asked to operate a CAT loader backhoe, you should be just fine to operate under the same backhoe certification received previously. Keep in mind though, controls can differ greatly from brand to brand, so in some cases, you may need additional instruction or a quick refresher training to make sure you are clear on what each control does.

At the end of the day, if you were operating an excavator and there was an excavator accident and Canada came to investigate only to discover that you had received training specific to loader backhoes but not excavators, then you’d be liable. You can’t really train too much.

I’ve operated loader backhoes for 20 years. Do I need to take a class, a written exam, and a practical exam still? Or can I just take a written test?

No matter how long you’ve been on the job, Canada requires loader backhoe training, a loader backhoe written exam, and a practical loader backhoe evaluation. There is no way around it. This goes for other types of loader backhoes too. The extent of the classroom loader backhoe training can be adapted by the instructor according to student needs. The written exam proves mental competency and understanding of the safety principles taught. And the practical evaluation proves the loader backhoe operator not only understands but is capable of operating the machine safely.

I received loader backhoe training at a different job. Do I need to be trained again by my new employer?

This is a common question, especially among laborers-for-hire who may sub out from job to job. Technically, it is your current employer who is responsible for saying whether or not you have been trained specifically for the type of loader backhoe and job. If you bring a loader backhoe certificate or wallet card to your new employer, they do not have to accept it. It is their right to require you to take their own training class. This is because if there is an accident, they will likely be responsible and need to prove to Canada that they trained you on loader backhoe operations.

Can you explain loader backhoe certification? Who can train, evaluate, and certify operators?

This, above all, causes a lot of confusion. Bottom line, Canada states that employers are responsible to train their employees. Generally speaking, there are three ways they can do this:

In terms of using a 3rd part of an employee safety training companies materials (like our loader backhoe training PowerPoint kits or our loader backhoe training classes onlineCanada does not recognize one company over another. They simply state that ‘training needs to occur’ and ‘here are the things an aerial lift operator should be trained on.’

When we do live training or offer aerial lift training online, people often assume we are the ones certifying the trainees. This is not true for any training company. We are simply assisting the employer by providing live aerial lift training or the training materials needed to help them aerial lift certify their employees.

How do I take the loader backhoe practical evaluation if I take loader backhoe training online?

The online loader backhoe training class covers Canada’s requirements for the classroom portion. Many employers prefer online training because they know exactly what loader backhoe training the operator will receive. In live classes, the training sometimes varies. A written exam is included at the end of our online training courses. After the loader backhoe class and exam are finished, you and your safety managers will have immediate access to a practical evaluation checklist. This can be printed off and used by your supervisor to help him or her evaluate you on the loader backhoe. When done, they can sign it and file it with your exam. This will satisfy Canada’s requirements for loader backhoe certification.

Is it okay to rig a load to the bucket?

Most likely, yes. Most buckets have lifting eyes or other designated attachment points. If not, there are other approved ways of attaching chain slings. But you should always refer to your operator’s manual just to make sure and then follow any specific manufacturer instructions. Also, before lifting with a loader backhoe, you need to inspect the machine, any attachments being used, and all rigging gear. Rigging gear needs to be load rated and have legible capacity tags. You also need to make sure the loader backhoe capacity is rated to handle the weight of the load, including any dynamic forces brought on by wind or travel during a pick and carry, and that you use the appropriate load charts to plan the lift. Overloading the machine can seriously damage the machine and lead to loader backhoe tip over. Remember that the capacity of a loader backhoe will be highest when it is closest to the machine. Make sure the machine is on a stable surface, that any potential hazards or holes have been barricaded, and that you travel slowly. If you are lowering a trench shield into a trench stay back from the trench edge as far as possible. You also need to receive training specific to lifting a load, rigging, and loader backhoe hand signals, as well as any mobile crane hand signals that apply. This training must also cover how to read and understand loader backhoe load charts.

If I am using the loader backhoe to hoist a load like a crane, does it fall under the Canada crane standard? Do I need to receive rigger signalperson training?

According to Canada 1926.1400, Canada’s standard on Cranes and Derricks in Construction, which was updated in July 2014, “power shovels, loader backhoes, wheel loaders, backhoes, loader backhoes, and track loaders” are excluded. “This machinery is also excluded when used with chains, slings or other rigging to list suspended loads.”

However, there are some states that have stricter regulations and do treat loader backhoes like cranes. Whether it is considered a crane or not, though, is a moot point. Employers are responsible for administering loader backhoe training to their employees specific to the equipment and the job. That means if you are going to be using a loader backhoe to hoist a load—like a trench shield—then you need to receive training regarding hoisting with the loader backhoe, rigging, and signaling.

Is it okay to pick and carry a load with a loader backhoe?

Yes, like RT Cranes and Crawler Cranes, a loader backhoe is typically approved to pick and carry a load (refer to your operator’s manual to make sure for the type you are operating). No matter the machine, though, moving with a load can be dangerous as it is susceptible to tip over. Always align the boom with the forward direction of the loader backhoe and maintain this position when turning. Turn only when necessary, at the slowest speed possible, and at a wide turning radius. Keep the load as close the ground and as close to the loader backhoe as possible. The use of taglines can help keep the load from swinging, thus affecting the stability and capacity. Never leave the cab with the load suspended and use a signalperson if lowering it into a trench beyond your line of sight.

My trainee scored 80% on the exam. Did he pass or fail the backhoe safety training exam?

Contrary to popular belief, Canada does not dictate what a passing score entails. That is ultimately up to the employer whose responsibility it is to certify, or authorize, their employee to operate a loader backhoe. If you want to pass him at 80%, fine. But what if a question or two among the 20% missed could lead to an accident or death? Is it worth it? Our recommendation is that you always go over any missed questions with your trainees—even if they just missed one. Once they understand the principle missed, have them write their initials by the correct answer. That way, you are protecting them and those around them from potential accidents in the future.

graduation-hatusercartphonelaptop-phonebriefcase linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram