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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
Young Persons at Work Audit
Use this Health and Safety internal audit template to evaluate how your workplace manages young workers aged over the minimum school leaving age and under 18. Review pre-employment risk assessments, identified control measures, and support pathways for roles such as lifeguards. Confirm assessments are shared with the young person and, where applicable, their parent or guardian. Verify adherence to working time limits, overnight work restrictions, required rest periods, and mandated breaks. Customize this example to meet your local regulations and organizational policies.
by Alex Murray, from the CommunityDownloads: 40+Get - Template
NEWTONS MANAGERS ASSESSMENT OF PARTNERS
Performance appraisal gives us the opportunity to review how we are all going in pursuit of our firm-wide goals. Self-assessment gives you the opportunity to review your performance and prepare some thoughts and feedback before your meeting with your manager. Please be open and constructive. We can only achieve our goals effectively when we work together.
by THELMA OERTEL, from the CommunityDownloads: 40+Get - Template
HSE First Aid Needs Assessment Checklist
Use this HSE aligned first aid needs assessment to determine the right level of workplace first aid coverage for your site. The checklist guides you through hazard levels, headcount, special risks, visitor exposure, and remote or lone work. Record first aiders, appointed persons, and equipment including boxes, AEDs, and first aid rooms. Capture nearest medical services, shift patterns, and coverage for absences. Review accident and ill health history to refine provision and keep first aid arrangements adequate.
by Emma Randall, from the CommunityDownloads: 40+Get - Template
NEWTONS ¼ APPLE AWARDS NOMINATION FORM
All staff that are not on probation and have worked at Newtons for longer than one [1] year and are not in a management position are eligible for this award.
by THELMA OERTEL, from the CommunityDownloads: 40+Get - Template
Bartush Work Order Form
A basic template based on what you would fill out on a work order sheet.
by Leah Evert, from the CommunityDownloads: 40+Get - Template
NEWTONS SAICA and SAIPA SELF ASSESSMENT APPRAISAL JULY 2023
Performance appraisal gives us the opportunity to review how we are all going in pursuit of our firm-wide goals. Self-assessment gives you the opportunity to review your performance and prepare some thoughts and feedback before your meeting with your manager. Please be open and constructive. We can only achieve our goals effectively when we work together.
by THELMA OERTEL, from the CommunityDownloads: 40+Get - Template
Internal Audit Report for Integrated Management System
This internal audit report template helps evaluate the effectiveness of an integrated management system for health and safety. It includes sections for scope, definitions for compliance, opportunity for improvement, and non conformance, an executive summary, audit criteria, evidence captured, findings, and corrective actions. Use it to document audit attendees, sign off, and track improvements so you can verify system capability, uncover gaps, and prioritize actions to strengthen compliance and performance across your organization.
by Leon Hayward, from the CommunityDownloads: 40+Get - Template
Rop -064 - Notificación De Servicio - Versión 2 - Vigente Desde 08/08/2017
Notificación De Servicio
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
Discipline Warning Notice Template
Use this discipline warning notice template to formally document employee misconduct, outline the type of violation, and record actions taken. Capture details such as violation date and time, incident description, offense level, corrective action plan, deadlines, and acknowledgments from supervisors and employees. Include photos or evidence, note whether the infraction is safety-related, and track approvals from managers. Customize the form to suit your HR policies and export records to support consistent, compliant disciplinary processes.
by Jesus Oliva, from the CommunityDownloads: 40+Get - Template
Recruitment Heaven
A comprehensive template designed for recruiters and hiring managers to gather detailed information about job candidates during interviews. This form covers essential areas including current employment status, career motivations, work preferences, personal circumstances, and future aspirations. The template helps structure interviews by prompting questions about the candidate's reasons for seeking new employment, current work situation, desired career path, and personal circumstances that might affect employment. It includes sections for practical details such as notice period, availability, and travel capabilities, as well as personal information that helps build a complete candidate profile. This tool enables more thorough candidate assessment and helps ensure all crucial information is collected consistently during the interview process.
by Joe Hammond, from the CommunityDownloads: 40+Get - Template
Time Sheet For Additional Hours
Form for employees to submit hours to management not charged to a customer
by Jake Deitrich, from the CommunityDownloads: 40+Get - Template
Attendance Record Template
Use this Attendance Record template to capture key details for staff or trainees, including attendee name, email, training dates, hours completed, session content, and signatures. Streamline HR recordkeeping, track participation for onboarding and training, and maintain documentation for audits and compliance. Adapt the checklist to suit different teams or departments and standardize attendance tracking across your organization.
by KATHRINE PAGSISIHAN, from the CommunityDownloads: 40+Get - Template
Rop- 093 - Base De Datos De Vigilantes - Versión 1 - Vigente Desde 01/09/2020
Control Mensual De Rrhh
by Maria Isabel Matute Mendez, from the CommunityDownloads: 40+Get - Template
Hoja de Vida de Armamento
Plantilla en español para el control mensual de armamento. Registra información clave del arma como clase, marca, serie, calibre, capacidad y fotos; documentación y permisos (porte o tenencia), número y fecha de vencimiento; munición y cantidades; ubicación en bóveda; número de impronta y evidencias. Incluye responsables asignados (vigilantes y escoltas) con identificación y vigencia de exámenes psicofísicos. Ideal para empresas de seguridad privada y áreas administrativas que requieren trazabilidad y cumplimiento normativo.
by Maria Isabel Matute Mendez, from the CommunityDownloads: 40+Get - Template
DPI Client Signoff
This DPI Client Signoff template is a customer acceptance form used to confirm project completion and authorize closure. It captures key details including DPP number, client name, project name, lead technician, project contact, and date. The form documents that deliverables meet agreed criteria and authorizes billing/invoice processing so the project can be formally closed. Ideal for professional services and AV/IT project handovers.
by Greg Smith, from the CommunityDownloads: 40+Get - Template
Pre-Employment Health Questionnaire and Job Risk Assessment
Use this pre-employment occupational health questionnaire and job risk assessment to evaluate a candidate's fitness for work and identify workplace exposures. Capture medical history, medications, hearing and vision issues, and prior injuries, then assess potential hazards such as noise, vibration, chemicals, dust, UV, shift work, heavy lifting, and extreme temperatures. Refer applicants to an occupational health specialist when risks are identified and schedule ongoing health monitoring as needed. Supports privacy and health information obligations and helps standardize hiring compliance.
by Mark Taylor, from the CommunityDownloads: 40+Get - Template
Ultimate Security Site Visit Report Template
This Security Site Visit Report template is designed for security companies to document and assess site visits with consistency. It covers checks on staff presentation, SIA licence status, and ID card validity; reserve staff presence, induction, and training records; and core site administration items such as Timegate use, roster accuracy, hours worked sheets, and any pay issues. It also verifies awareness of absence reporting and holiday request procedures. Add photos, capture additional comments, and collect signatures from staff and supervisors to complete the visit record. Customize the checklist to your operation to strengthen compliance, guard management, and reporting.
by Colin Ray, from the CommunityDownloads: 40+Get - Template
Interview Feedback Template
Use this interview feedback template to evaluate candidates consistently across key competencies, including customer service, communication, leadership, work ethic, flexibility, and overall suitability. Record scores, notes, and advancement decisions to standardize hiring and support fair, data-informed comparisons. Adapt the criteria to specific roles or departments and apply across teams to streamline interviews. Templates in the SafetyCulture Public Library are examples and should be reviewed for compliance with your local policies and regulations.
by Brandon Gillis, from the CommunityDownloads: 40+Get - Template
Return to Work Site Visit and Rehabilitation Checklist
This return to work site visit checklist supports rehabilitation planning for injured employees. Use it to capture injury details, medical certificates, restrictions, current treatment, and upcoming reviews. Document suitable duties, hours, graduated return to work plans, and assistance from external providers. Identify barriers, set RTW goals, outline activities and timelines, and confirm manager support. Record home activity limitations, required workplace adjustments, and action items. This structured visit record helps coordinate employers, supervisors, and rehabilitation providers so workers can safely and progressively resume pre injury duties.
by Paul Butcher, from the CommunityDownloads: 40+Get - Template
Évaluation des risques du télétravail (COVID-19)
Ce modèle guide une évaluation complète des risques pour le travail à domicile durant la pandémie de COVID-19. Il couvre l’ergonomie du poste (chaise, écran, clavier), l’organisation de l’espace, la sécurité incendie et électrique, les glissades et chutes, le travail isolé, la manipulation manuelle, ainsi que le stress et le bien-être. Utilisez la checklist pour identifier les dangers, définir des mesures de contrôle, documenter des photos et actions correctives, et vérifier les procédures d’urgence et de communication avec le superviseur.
by Charlie Ridgway, from the CommunityDownloads: 40+Get
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.