Categories
Professional Services
Discover easy-to-use Professional Services templates and training courses for process management, HR practices, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Professional Services industry with confidence.
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California Harassment Prevention (Employees)
1hr Extended course for employees, this training meets the specific legal requirements for sexual harassment training in California. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes 10 bite-sized lessons that your team can complete from any device. All while complying with the legal requirements regarding sexual harassment in the workplace. Disclaimer: This material is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention
by PolsinelliGet10 LessonsDownloads: 90+ - Template
Real Estate Listing Checklist
Used by listing agents when a property is about to be advertised for sale, this real estate listing checklist can help guide seller's agents with what tasks to accomplish to make sure that enough information is gathered about the real estate for pre-listing, listing, marketing, and closing.
by SafetyCultureDownloads: 90+Get - Course
What is Gender and Why Gender Equality?
What is gender and why is gender equality important? This UNITAR course defines gender and why gender equality is essential for a society that's equitable for all. You will learn what it looks like to work and advocate for gender equality. This course is suited to young people and anyone interested in achieving an equitable society.
by UNITARGet4 LessonsDownloads: 90+ 
TemplateEmployment Application Form
This is a general employee application form. Use this checklist to obtain applicant details.
by SafetyCultureDownloads: 90+Get- Template
Manager Self-Evaluation Checklist
A manager self-evaluation is one of the best methods to assess the leadership performance and management style of managers in handling people and teams. Share this checklist to the management team and let them answer whether they agree to the following statements or not. Ensure to complete the audit by affixing digital signatures.
by SafetyCultureDownloads: 90+Get - Template
Modelo de cronograma de limpeza
Um modelo de cronograma de limpeza é uma ferramenta usada como guia na execução de procedimentos de limpeza. Você pode personalizar este modelo de acordo com o tipo de estabelecimento a ser limpo. Use este modelo para agendar tarefas de limpeza diariamente, semanalmente ou mensalmente e garantir que todas as tarefas e procedimentos de limpeza sejam executados minuciosamente.
by SafetyCultureDownloads: 90+Get - Course
Induction Training for New Employees
This course for Managers and Supervisors tasked with creating an Induction Programme for new employees. Its aim is to provide guidance on the design of an Induction course.
by Aviva UKGet4 LessonsDownloads: 90+ - Template
SafetyCulture JumpStart Success Criteria Template
Use this SafetyCulture JumpStart template to define what success looks like when rolling out iAuditor. Guide your live webinar inspection with clear prompts for goals, reporting priorities, stakeholders, and follow-up actions. Capture observations, assign owners, and align sponsors, admins, and champions on program setup and next steps.
by Haley Waters, from the CommunityDownloads: 90+Get - Template
COVID-19 Office Inspection Checklist
Use this COVID-19 office inspection checklist to assess daily readiness across signage, waste management, welfare facilities, hygiene and cleaning, ventilation, desk distancing, occupancy rota, and general housekeeping. Verify handwashing guidance, supplies, and availability of hand and surface sanitizers. Confirm first aid and defibrillator checks, team communications, and sign-off to help maintain a safe, compliant workplace.
by Scott Grace, from the CommunityDownloads: 90+Get - Template
Master Daily Checklist for GASO
This master daily checklist for GASO supports frontline office operations and service quality. It guides teams through daily performance tracking such as attendance, leave, sick and late records, grooming and readiness checks, and briefing materials. It includes stage checklist updates with average scores for Travel Consultant, Customer Service Associate, and Service Guard roles, plus a section for key information highlights. Capture complaints and compliments with totals, the best compliment of the day, and any ongoing issues. The checklist also prompts a daily photo of on duty staff to document compliance and readiness.
by Ryan Ramajusya, from the CommunityDownloads: 90+Get - Template
Dezign Electrics - Annual Leave Form
A professional annual leave request form template designed for Dezign Electrics employees. This comprehensive form includes essential sections for employee details, leave period specifications, and mandatory Christmas shutdown notifications. The form requires employees to provide detailed reasons for leave requests outside the Christmas shutdown period, with a minimum two-week notice requirement. It features dedicated sections for payroll processing and supervisor approval, ensuring proper documentation and authorization of all leave requests. The template includes clear instructions and important notices regarding leave policies, making it an efficient tool for managing employee time-off requests in a structured manner.
by Dezign Electrics, from the CommunityDownloads: 90+Get - Template
ACS Security Compliance Report
This template provides a structured framework for conducting security compliance audits across organizations. It includes sections for documenting client information, audit details, staff evaluation, and compliance scenarios. The template covers essential components such as MI&EMP assessments, security policy adherence, and staff notebook compliance. It's designed to help security professionals systematically evaluate and document compliance status while maintaining detailed records of findings. The template features multiple scenario evaluations, miscellaneous questions, and space for summary comments, making it an invaluable tool for security auditors and compliance officers. While available in the Public Library, users are advised to seek professional guidance for jurisdiction-specific requirements.
by ACS Manager, from the CommunityDownloads: 90+Get - Template
NEWTONS MANAGER and ASSISTANT MANAGER PERFORMANCE ASSESSMENT
Being able to effectively evaluate managers performance is therefore essential for understanding the effectiveness of leadership across the company, to learn where each manager's strengths and weaknesses are, and to identify gaps for additional learning and development.
by THELMA OERTEL, from the CommunityDownloads: 90+Get - Template
NHP Site Service report
Record the events that take place on site, while visiting a customer site
by Bilal Dabboucy, from the CommunityDownloads: 90+Get - Template
Audit salute e sicurezza nei luoghi di lavoro
Questa checklist per audit di salute e sicurezza nei luoghi di lavoro aiuta a verificare la conformità al D.Lgs 81/08 e s.m.i. Copre analisi documentale (DVR, DUVRI, nomine RSPP/ASPP/RLS, formazione e addestramento), sorveglianza sanitaria con Medico Competente, piani di emergenza ed evacuazione, gestione DPI, attrezzature e manutenzioni, registri antincendio e primo soccorso, segnaletica, impianti elettrici e messa a terra. Include controlli su idoneità degli ambienti, inventari, piani di verifica periodica e tracciabilità degli interventi, supportando un audit strutturato e ripetibile.
by Federica Giannini, from the CommunityDownloads: 90+Get - Template
Employee Satisfaction Survey
This form can be used by employers, team leaders, and HR professionals to conduct employee satisfaction surveys amongst their staff. Add questions and notes as necessary, and empower employees to create actions to address problems they might have with their work experience.
by SafetyCultureDownloads: 80+Get - Template
Product Development Checklist
This is a general-use checklist that will take you through the process of developing a product. This encourages you to think deeply about your product, its purpose, and the goal you want it to achieve.
by SafetyCultureDownloads: 80+Get - Course
Persuasive Selling
The persuasive selling process is essential to boost the volume and frequency of sales. To work on these essential skills, look no further than this 7-part course. The Persuasive Selling Process course guides learners through a step-by-step execution of the persuasive selling techniques, beginning with summarising the situation and concluding with reinforcing the key benefits. If you want to know the exclusive tips successful people use in their persuasive selling process, this course is for you.
by SafetyCultureGet7 LessonsDownloads: 80+ - Template
Community Needs Assessment
This community needs assessment template is based on CDC's workbook. This template can help with the planning process of the community needs assessment.
by SafetyCultureDownloads: 80+Get