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Professional Services
Browse professional services templates, checklists, and training courses for process management, workplace safety, and compliance checks. Help your teams follow best practices, keep standards consistent, and manage daily work more efficiently across the workplace.
Browse Professional Services
2,103 results- Template
UNITED SECURITY - Patrolman Assessment
United Security - Patrolman Performance and Assesment Review
by Terry Jones, from the CommunityDownloads: 50+Get - Template
Workplace Analysis Checklist
Use this workplace analysis checklist to audit any site or department. Record areas and conditions, add photos, note status and remarks, assign a person in charge, set action priorities, and summarize findings using a performance matrix. Includes document review, conclusion and recommendations, final rating, and digital signatures to complete the inspection.
by Sian Hooi Lim, from the CommunityDownloads: 50+Get - Template
Nouveau: Formulaire Du Lancement D'Essai Safetyculture
Un Formulaire Pour Saisir Toutes Vos Informations Importantes Et Garantir La Réussite De Votre Essai D'Safetyculture.
by Lidia Mayoral, from the CommunityDownloads: 50+Get - Template
Edko Payroll New Hire and Change Form
This document serves as Edko's primary employee management form, designed to handle multiple HR functions in a single, streamlined format. The form covers essential employee information including personal details, employment status changes, pay rate modifications, position transfers, and termination processing. It accommodates various employment scenarios such as new hires, re-hires, status changes between full-time and part-time positions, and employment termination. The form includes fields for employee identification, position details, compensation information, and requires proper authorization for all changes. It's structured to maintain accurate personnel records while ensuring proper documentation of all employment-related modifications.
by Jeremy Gilbert, from the CommunityDownloads: 50+Get - Template
Informe de Visita de Higiene y Seguridad
Utilice esta plantilla de informe de visita de higiene y seguridad para documentar inspecciones en terreno. Incluye secciones para Información, Documento No., Título de auditoría, Cliente o sitio, fecha de realización y responsable, así como comentarios, hallazgos y acciones correctivas. Ideal para consultores y equipos EHS que necesitan un registro claro y repetible de las visitas, aplicable a cualquier sector y fácilmente personalizable.
by Hernan Dell Aquila, from the CommunityDownloads: 50+Get - Template
Avaliação Ergonômica Preliminar AEP NR-17
Modelo em português para conduzir a Avaliação Ergonômica Preliminar AEP conforme a NR-17. O checklist orienta a verificação de postura, mobiliário, alcance, alternância postural, movimentos repetitivos, esforço físico, ruído, temperatura, iluminação, organização do local, uso de EPIs e treinamentos. Pode ser aplicado em empresas de diferentes portes e setores, registrando achados e definindo planos de ação. Quando identificadas não conformidades, apoia a decisão de realizar uma Análise Ergonômica do Trabalho AET e a integração dos resultados ao PGR, promovendo bem-estar e prevenção de lesões ocupacionais.
by Athynna Fendt, from the CommunityDownloads: 50+Get - Template
Internal Audit for ISO 9001, 14001 and 45001
This internal audit template supports integrated management system audits across ISO 9001 (quality), ISO 14001 (environment), and ISO 45001 (occupational health and safety). It guides auditors through core clauses including context, leadership and worker participation, planning, support, operation, emergency preparedness and response, performance evaluation, internal audit programs, management review, nonconformities, corrective actions, and continual improvement. Use it to define scope, verify compliance obligations, assess hazards and environmental aspects, evaluate objectives and controls, and document findings to drive compliance and continual improvement.
by Paul Webber, from the CommunityDownloads: 50+Get - Template
Task Debrief Template 2023
This Task Debrief Template helps teams capture lessons learned after completing any task or project. Record task details and location, assess planning and information adequacy, confirm resources and workforce competence, note delays and deficiencies, and document wins to repeat. Add additional feedback, identify training needs, and specify providers so improvements are shared across the project team and applied to future work.
by M B, from the CommunityDownloads: 50+Get - Template
Office Audit Checklist
This office audit checklist helps teams assess workplace conditions and safety in office environments. It covers layout and housekeeping, environmental comfort (temperature, lighting, glare), emergency procedures and signage, first aid resources and contacts, general facilities and maintenance, manual handling practices, storage setup to reduce lifting risks, slip and trip controls, clear walkways, and electrical safety including cords and outlets. Use it to identify issues, document findings, and support continuous improvement of office safety and compliance.
by David Drew, from the CommunityDownloads: 50+Get - Template
Leader Performance Review
This template provides a structured framework for conducting leader performance reviews within organizations. It covers essential aspects including progress tracking of previous actions, member engagement assessment, visibility metrics, and availability evaluation. The template incorporates SafetyCulture's core values of thinking differently, getting things done, and winning together. It includes sections for personal development planning and additional action items with clear timelines. The document requires both ASM and leader signatures for validation. This standardized format ensures consistent evaluation of leadership performance while maintaining accountability and tracking development opportunities. The template is designed to facilitate meaningful performance discussions and document concrete action plans for leadership improvement.
by Vicki Power, from the CommunityDownloads: 50+Get - Template
Holiday Request Form
This holiday request form helps teams manage employee time off from submission to approval. Employees enter their name, requested dates, total days, and return-to-work date, and can opt to receive confirmation by email. Management confirms approval, sets the return date, and notes remaining holiday allowance with a signature field. Ideal for HR teams seeking a simple, standardized leave request and approval process across departments.
by JPC Cleaning, from the CommunityDownloads: 50+Get - Template
HR Store Visit
A detailed HR store visit checklist designed to ensure complete compliance and documentation across retail operations. This comprehensive guide covers essential areas including uniform standards, personnel file management, attendance tracking, training documentation, and staff analysis. The checklist addresses key compliance areas such as GNIB requirements, under-18 worker regulations, and workplace safety measures. It helps managers and HR professionals maintain proper documentation, verify training completion, monitor attendance patterns, and ensure all employees work within their contractual terms. The document also includes sections on recruitment practices, document storage, and staff area management, making it an invaluable tool for maintaining consistent HR standards across store locations.
by Julie Carroll, from the CommunityDownloads: 50+Get - Course
Record-keeping and Pay Slips (AU)
As an employer, you have the responsibility to practise proper record-keeping and pay slip issuance practices. This course will help you increase your understanding of your obligations under the Fair Work Act through practical scenarios about common record-keeping and pay slip issues. By the end of this course, you will be aware of what employment records and pay slips are as well as the importance of following legal guidelines in maintaining and providing them for your employees. (Last updated: February 2025)
by SafetyCultureGet17 LessonsDownloads: 40+ - Course
Cellular Gateway - SafetyCulture Sensor Installation
Learn how to set up your cellular gateway - Cellular Gateway Sensor Installation, SafetyCulture
by SafetyCultureGet1 LessonDownloads: 40+ - Template
Environmental data collection checklist version 3
This checklist supports organizations in gathering and documenting environmental data. It outlines key parameters to monitor, ensuring compliance with regulations and facilitating effective environmental management practices.
by SafetyCultureDownloads: 40+Get - Course
Creating a Problem Statement for Your Organization
Learn how you can narrow down the exact problem your organization is trying to solve.
by SafetyCultureGet1 LessonDownloads: 40+ - Template
Daily Shift Handover
Explore this Daily Shift Handover template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureDownloads: 40+Get - Template
Lista de control para la incorporación de nuevos empleados
Utilice esta lista de verificación de incorporación de nuevos empleados para recopilar los documentos de incorporación de los nuevos empleados. Revise si se realizaron todos los procesos de incorporación (preparación de la estación de trabajo del empleado y herramientas de acceso, orientación sobre las políticas de la empresa, asistencia, conducta del empleado, expectativas laborales, medidas de seguridad y entrega del manual del empleado). Tanto el gerente de recursos humanos como el nuevo empleado deben firmar el formulario de nueva contratación.
by SafetyCultureDownloads: 40+Get - Course
Maine Harassment Prevention (Employees)
Essentials course for employees, this training is intended to meet the legal requirements for sexual harassment prevention training in Maine. 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. Disclaimer: This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet10 LessonsDownloads: 40+
Practical safety and quality resources for professional services
Create clarity around expectations and reduce risk across your organization with ready-to-use professional services training, templates, and checklists. SafetyCulture’s Content Library gives managers easily accessible courses and inspection tools, so teams can follow the same standards without relying on scattered documents or manual processes.
Showcase business and corporate proficiency
These resources help teams respond to people and safety issues faster by providing clear guidance when it matters most. They also support consistent expectations around behavior, communication, and safe work practices, even as teams grow or change. By keeping training, reporting, and documentation in one place, managers get better visibility and can stay on top of what’s happening across their teams.
Here are a few ways these resources support day-to-day operations:
Create safer, more respectful workplaces with harassment prevention training that helps employees recognize concerns and report them early.
Strengthen collaboration with effective communication courses that support clearer expectations, better feedback, and fewer misunderstandings.
Support fair, consistent practices through diversity and inclusion training that improves communication and team culture.
Document and follow up on issues using incident report form templates that capture key details and support next steps.
Reduce risk with job safety templates that help teams identify hazards, set controls, and follow safe work practices.
All resources are fully digital and easy to adapt to your workflows. When used within the SafetyCulture platform, they also help you track completion, maintain visibility, and reinforce a strong safety and quality culture across your organization.