Public starter worksheet · Great Britain (England, Scotland and Wales)
Staff training matrix template for Great Britain
Keep role requirements, completed learning and outstanding practical checks in one place. Use a training matrix to plan work and follow up gaps, rather than treating a course certificate as proof of competence for every task.
Open the interactive planning form to complete and export a workplace record. Adapt all prompts to the work being done.
What to include
| Field | What to record |
|---|---|
| Employee and role | Use your own staff reference and the tasks the person actually performs. |
| Training or instruction needed | List role-specific learning, induction and practical instruction. |
| Completion and evidence | Record completion dates and where the evidence is kept. |
| Practical check | Record supervision or observed task checks when needed. |
| Review or renewal | Use a date based on the activity, assessment and applicable requirements; do not invent a universal expiry. |
| Action owner | Identify who arranges missing training and confirms the gap is closed. |
Illustrative completed example
This fictional example shows the level of detail to consider. It is incomplete and must not be copied as an assessment of your workplace.
| Employee | Fictional worker: Alex Example, office assistant. |
|---|---|
| Requirement | Site induction, local emergency arrangements and safe handling of deliveries. |
| Progress | Induction completed; practical delivery task briefing still to arrange. |
| Next action | Supervisor to arrange the task briefing before this work is assigned. |
How to adapt the worksheet
- Map training to job tasks and workplace risks before entering staff names.
- Keep completion records separate from outstanding practical checks.
- Review the matrix after role changes, new equipment, incidents or identified gaps.
Country scope and official guidance
This version is scoped to Great Britain. Northern Ireland has a separate legal framework; use HSENI guidance for work there.
Continue with your workplace training
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Published by European Safety Guide, operated by Safety Courses LLC. Independent information; this is not a regulator-issued or approved document.