Training and induction templates toolkit

6 editable HR templates for
£34.90
UK-specific Editable Instant download 12 months' updates

Manage health and safety training and induction with a complete, practical set of templates covering induction, training, competence, checks and refresher activity — helping you provide a clear, consistent and effective approach.

Use this toolkit to:

  • Plan effective health and safety induction for new employees
  • Identify and document training requirements
  • Record training and competence
  • Support managers in checking employee understanding
  • Manage refresher training and ongoing competence requirements

Toolkit contains:

  • Templates – induction checklists, training records, competence assessments, refresher records and related resources.
  • Knowledge Hub – guidance about health and safety training and induction, a step-by-step process, common mistakes, legislation, HSE guidance, best practice and FAQs.
Training and induction templates toolkit
2026 Reviewed
Specifications
Templates 6 ( 1 Guides, 1 Letters, 2 Forms, 2 Plans, )
Access 12 months, with updates
Jurisdiction England, Wales, Scotland
Based on UK law, ACAS guidance
Delivery Instant download
Formats .doc · .xls · .pdf · .txt · email
When purchased
All templates Download all templates in this collection as a ZIP file Available after purchase
Contents
guide template icon
Managers guide to using Display Screen Equipment (DSE)

Our Guide to Using Display Screen Equipment (DSE) at Work provides comprehensive instructions for safe and ergonomic utilisation, promoting employee wellbeing.

UK-specific Editable Instant download 12 months' updates
letter template icon
Stress management workshop invitation letter

Our Stress Management Workshop Invitation Letter template invites employees to attend a workshop, promoting wellbeing and providing tools for managing stress effectively.

UK-specific Editable Instant download 12 months' updates
form template icon
Driver commitment statement form

A driver commitment statement form template that outlines the expectations for safe driving when using company vehicles.

UK-specific Editable Instant download 12 months' updates
form template icon
Medical declaration form

A medical declaration form to disclose information that may impact an ability to perform tasks or may require adjustments to ensure workplace safety.

UK-specific Editable Instant download 12 months' updates
plan template icon
Drivers Handbook

Our Drivers Handbook simplifies safe driving practices, compliance, and company policies, minimising risks and fostering driver awareness.

UK-specific Editable Instant download 12 months' updates
plan template icon
First Aider Handbook

Our First Aider Handbook equips designated staff with clear guidance on handling workplace emergencies, ensuring swift and effective responses to incidents.

UK-specific Editable Instant download 12 months' updates

What Should Health and Safety Training and Induction Include?

A Health and Safety training and induction process helps employees understand the hazards and safe working practices relevant to their role. It will typically follow these key stages:

1
Identify The safety information and training required for the role are identified.
2
Induct The employee receives essential workplace safety information.
3
Train Role-specific safety training and instruction are provided.
4
Check Understanding and competence are assessed appropriately.
5
Refresh Training is reviewed and refreshed when required.

Attendance is not the same as competence. Employers should consider whether employees can actually apply the safe working practices they have been taught.

Common mistakes

Understand the common mistakes employers can make when managing this area of HR, helping you reduce risk, prevent unnecessary costs and ensure the process is handled fairly, consistently and correctly.

Compliance

UK employment law and best practice

This toolkit is designed to support Training and induction, but its resources should be used alongside the relevant HR policies and procedures and applied to the circumstances of each individual case. Always consider the specific facts, your organisation's processes and the applicable employment law before taking action.

Health and safety training and induction should ensure employees understand the risks associated with their work and the precautions required to work safely. The documents in this toolkit are designed to support training arrangements and should be used alongside relevant risk assessments.

Information, instruction and training

Employers must provide appropriate health and safety information, instruction, training and supervision. Training should reflect the risks and competence requirements of the role. https://www.hse.gov.uk/workers/employers.htm

Induction

New employees should receive suitable health and safety induction before undertaking work that exposes them to workplace risks. Additional induction may be required when employees change roles, equipment or working methods.

Competence

Employers should ensure that people undertaking safety-critical activities have the appropriate competence, training and supervision.

Refresher training

Training should be refreshed where required by legislation, risk assessment, changes to equipment or procedures, or where competence has deteriorated.

FAQs

What is Health and Safety training?

Health and Safety training provides employees with the information, instruction and skills they need to carry out their work safely.

What should a Health and Safety induction include?

An induction should cover relevant workplace hazards, emergency arrangements, safe working practices, reporting procedures and responsibilities.

Who needs Health and Safety training?

Training should be provided to employees where necessary to enable them to work safely. The level and type of training should reflect the role and risks involved.

Should Health and Safety training be recorded?

Yes. Appropriate records provide evidence of training and help employers monitor when refresher training may be required.

When should refresher training be provided?

Refresher training should be considered when required by the nature of the work, changes in risk, legislation, equipment, procedures or employee competence.

Why use HRDocBox to support Health and Safety training and induction?

HRDocBox combines real-world HR experience, subject-matter expertise and commercial understanding to support effective Health and Safety training and induction with practical, tried-and-tested resources. With instant access, editable documents, ongoing updates and 12 months' access, you get practical HR support when you need it.

How this content is developed and reviewed

The Training and induction templates toolkit is developed using a practical HR methodology that considers current UK employment legislation, ACAS guidance, CIPD good practice and the real-world HR process it supports. Templates and supporting information are regularly reviewed and updated, with additional reviews triggered by significant changes to legislation, guidance or established HR practice, helping ensure each document remains practical, relevant and suitable for UK employers.

About the author

Darryl Horn, Chartered HR Director

Darryl is a Chartered HR professional with over 25 years' experience in senior HR and employee relations roles.

He has extensive practical experience of managing training and induction HR processes and founded hrdocbox to provide businesses with practical, professionally developed HR resources grounded in UK employment law and best practice.

HRDocBox has been creating practical UK HR documents since 2009.

Executive recommendation

"Darryl provides support and advice with excellent judgement, and has a strong understanding of people, policies and UK employment legislation."

"He is someone I trust; consistent, dependable, and committed to doing things properly."

RB
Ruth Brock Chief Executive Officer The Hygiene Bank
The Training and induction templates toolkit is also included within these bundles:

Full library Full library 780 templates
£74.99

Get started today

HR confidence starts here

Whether you employ 5 people or 50, hrdocbox gives you the structure, documents and expertise needed to manage employees professionally and legally.

Download your FREE UK employment contract template

Professionally written and fully compliant with UK employment law

Download FREE contract
Free UK employment contract template