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.
TemplateUSI Worker Leave Form
To be completed by installers and office staff prior to taking time off
by Jose Sanz, from the CommunityDownloads: 40+Get- Template
Management Security Audit Checklist
Ensure your on-site security service meets agreed standards with this management security audit checklist. Review staffing, uniforms, licensing, training records, and control room operations. Verify key logs, visitor logs, permits to work, and patrol response times. Assess documentation quality, incident and accident reporting, risk assessments, SLAs and KPIs, staff rotas, and appraisals. Capture guest service feedback, communication practices, and health and safety compliance. Confirm equipment suitability and maintenance, record actions taken, and attach photographic evidence and signatures.
by Sally Taylor, from the CommunityDownloads: 40+Get - Template
Checklist do Licenciado Templum
Checklist em português para acompanhamento do licenciado Templum. Abrange operação geral, finanças (boletos, carteiras e processos), relacionamento e canais, vendas (materiais, capacitação e práticas), gestão por indicadores e feedback, além de infraestrutura do escritório e equipamentos. Inclui verificação de acessos à plataforma e PRM, treinamentos nas normas ISO (9001, 14001, OHSAS 18001, PBQP-H) e padronização de comunicações. Ideal para auditorias internas e padronização da rede de licenciados.
by Rubens, from the CommunityDownloads: 40+Get - Template
Consultoria People Map de RRHH y Operaciones
Plantilla de auditoria para Consultoria People Map enfocada en gestion de personal y operaciones de una unidad de negocio. Verifica dotacion y headcount vs contrato, control de entradas y salidas, induccion, capacitacion, evaluacion de desempeno, cuadro de turnos y rotacion equitativa. Controla horas extra segun ley, vacaciones, incapacidades, ausentismo y metas de rotacion. Incluye manejo disciplinario, reporte de nomina, entrega de dotacion, divulgacion de bienestar, equipos estrella, cinco reglas de oro y Speak Up. Considera requisitos a terceros, encuesta de clima laboral y necesidades de formacion.
by Juliana Florez, from the CommunityDownloads: 40+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: 40+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: 40+Get - Template
Plantilla de lista de comprobación para el desarrollo de productos
Esta es una lista de verificación de uso general que le guiará a través del proceso de desarrollo de un producto. Le animará a pensar profundamente sobre su producto, su propósito y el objetivo que desea lograr.
by SafetyCultureDownloads: 30+Get - Template
CHECK LIST AUTOELEVADORES
Explore la lista de comprobación de carretillas elevadoras diseñada para garantizar el cumplimiento, mejorar la eficacia y fomentar la seguridad en sus operaciones.
by SafetyCultureDownloads: 30+Get - Template
Patrol Evaluation Checklist
A patrol evaluation checklist is used by unit leaders to evaluate the performance of a patrol officer. It helps to assess if the critical patrolling steps, techniques, and procedures were followed and applied at the workplace.
by SafetyCultureDownloads: 30+Get - Template
Modelo de plano de continuidade de negócios
Prepare os procedimentos de emergência para riscos usando este modelo de plano de continuidade de negócios. Identifique o âmbito de aplicação, funções dos negócios em risco e delineie tarefas e responsabilidades da equipe designada.
by SafetyCultureDownloads: 30+Get - Course
Cellular Gateway - SafetyCulture Sensor Installation
Learn how to set up your cellular gateway - Cellular Gateway Sensor Installation, SafetyCulture
by SafetyCultureGet1 LessonDownloads: 30+ - Template
Victoria Workplace COVID-19 Safety Checklist
Use this checklist to keep workers safe and limit the spread of COVID-19 across Victorian workplaces. It covers working from home guidance, physical distancing, hygiene and cleaning procedures, symptom monitoring, business continuity planning, and mask requirements. Adapt the steps to your site, communicate updates to staff, and document sign-off.
by SafetyCultureDownloads: 30+Get - Template
EPA Report
This EPA report is used by inspectors to assess if the organization is violating the environmental laws. This would help in gathering information to validate environmental risks and plan the appropriate corrective actions for immediate rectification.
by SafetyCultureDownloads: 30+Get - Template
Daily Shift Handover
Explore this Daily Shift Handover template designed to ensure compliance, enhance efficiency and promote safety in your operations.
by SafetyCultureDownloads: 30+Get - Template
Disaster Preparedness Checklist for Flood
Use this disaster preparedness checklist for flood to assemble a flood preparedness kit and perform other actions to prepare for a flood. When a flood occurs, remember to do the following: 1) Turn off all utilities at the main switch and close the main gas valve before evacuation, 2) Use the stairs and not the elevators to go to a higher level if evacuation is not possible, and 3) Avoid passing through floodwaters whether while driving or walking during an evacuation.
by SafetyCultureDownloads: 30+Get - Course
Benefits of Corporate Team Building
This 'Benefits of Corporate Team Building' course will list and explain seven benefits to corporate team building. The course works to provide the top tips to people wanting to successful build teams for optimal collaboration. The multi-part course works to educate learners on how to increase productivity, explain confidence, the importance of teamwork, how effective communication is valuable, company-wide integration, the encouragedment of creativity, and increased collaboration.
by SafetyCultureGet9 LessonsDownloads: 30+ - Template
Modèle de plan de gestion des marchés publics
Utilisez ce modèle de plan de gestion de l'approvisionnement pour définir les étapes nécessaires à l'acquisition de biens et de services. Commencez par décrire les activités et les personnes impliquées dans le processus d'approvisionnement. Créez ensuite une liste d'éléments et de services à acheter, ainsi qu'une liste de fournisseurs potentiels. Identifiez ensuite les risques potentiels, précisez les stratégies d'atténuation et définissez les hypothèses et les contraintes du processus. Une fois le plan terminé, faites-le approuver à l'aide de signatures électroniques avec horodatage.
by SafetyCultureDownloads: 30+Get - Template
Team Evaluation Form
This team evaluation form is a tool used by teams in evaluating the performance of their teammates.
by SafetyCultureDownloads: 30+Get - Template
Modèle de guide d'entretien des pompes
Une checklist pour l'entretien des pompes est un outil utilisé par les techniciens ou ingénieurs lors de l'inspection des pompes. Les checklists d'entretien des pompes guident les agents lors de l'inspection pour les aider à s'assurer que les pompes sont en bon état de fonctionnement. Les agents d'inspection peuvent utiliser checklist numérisée pour aider à prévenir les perturbations imprévues en inspectant les stations de pompage.
by SafetyCultureDownloads: 30+Get - Course
ESP-Prevención del acoso en California (Empleados)
Curso extendido de 1 hora para empleados, esta capacitación cumple los requisitos legales específicos para la capacitación sobre acoso sexual en California. Nos asociamos con el bufete de abogados estadounidense Polsinelli para crear un curso que ayude a los empleados a saber qué comportamiento se espera de ellos para crear un lugar de trabajo libre de acoso y donde predomine el respeto. El curso incluye 10 lecciones cortas que su equipo puede completar desde cualquier dispositivo. Todo ello cumpliendo con los requisitos legales relacionados al acoso sexual en el lugar de trabajo. Obtenga más información sobre nuestro curso de prevención del acoso en nuestra página de preguntas frecuentes (FAQ): https://support.edapp.com/us-harassment-prevention. Descargo de responsabilidad: Este material no pretende servir de orientación jurídica. Consulte con un abogado para evaluar su situación específica.
by PolsinelliGet10 LessonsDownloads: 30+ - Template
Sports Coach Interview Questions Checklist
This interview questions checklist helps hiring teams evaluate sports coaching candidates, especially those working with young children. It covers knowledge of the organization, relevant coaching experience, motivation, strategies to engage reluctant participants, and areas for development. A practical assessment scores communication, coaching ability, timekeeping, interaction with children, and adherence to a session plan. The form also captures availability, references, transport, DBS status, and a creative coaching game design.
by SafetyCultureDownloads: 30+Get - Course
ESP -Prevención del acoso en EE.UU. (Empleados)
Este curso esencial de 45 minutos para empleados cumple con los requisitos legales de acoso sexual en la mayoría de los estados de EE. UU., incluyendo Nueva York (estado y ciudad), Delaware, Illinois, Maine, Massachusetts, Washington y Rhode Island. Creado en colaboración con el bufete Polsinelli, el curso ayuda a los empleados a comprender el comportamiento esperado para fomentar un ambiente de trabajo respetuoso y libre de acoso. Consta de 10 lecciones breves que pueden completarse desde cualquier dispositivo, garantizando accesibilidad y cumplimiento legal. Descargo de responsabilidad: este material no constituye asesoría legal, consulte a un abogado para su situación específica.
by PolsinelliGet10 LessonsDownloads: 30+