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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
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Regional Meeting Action points
A detailed documentation of action items from a regional business meeting, outlining key tasks and responsibilities across multiple departments. The document covers various operational areas including OTC (Over The Counter) initiatives, PSI (Pharmacy Services Initiative) actions, HR responsibilities, and general business operations. Key highlights include the GP advantage project implementation, pharmacy service improvements, HR training initiatives like 'Leading Everyday' sessions, and compliance requirements. The meeting notes specify clear deadlines, assigned personnel for each task, and follow-up actions from previous meetings. Special focus is placed on pharmacy operations, staff development, and regulatory compliance, with specific attention to SCR (Summary Care Record) access and right-to-work documentation requirements.
by Andrea Roberts, from the CommunityDownloads: 40+Get - Template
Employee Onboarding Audit Checklist
Use this employee onboarding audit to streamline new hire setup. Collect and file staff information, signed employment contracts, tax declarations, NES statement acknowledgement, and health declarations. Schedule and record induction and orientation details, ensuring each employee is payroll-ready before their start date. Ideal for HR and managers standardizing onboarding across locations.
by Leon Kennedy, from the CommunityDownloads: 40+Get - 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
ISO 17025 2017 Compliance Assessment Checklist
This ISO 17025 2017 compliance checklist helps testing and calibration laboratories review readiness for accreditation. It covers impartiality, confidentiality, structure and leadership, personnel competence, facilities and environmental conditions, equipment control and calibration, metrological traceability, selection and validation of methods, sampling, handling of items, technical records, measurement uncertainty, quality control and proficiency checks, reporting of results, complaints and nonconforming work, data and information management, internal audits, corrective actions, and management review.
by Muhammad Irshad, 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
Minutes of Meeting Template
Capture agenda, attendees, decisions, and action items with this minutes of meeting template. Use it to document activities conducted, summarize issues and concerns, and plan follow up tasks. Customize sections to fit your team and share accurate notes to keep everyone aligned and accountable.
by N L, 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
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.