Health and Safety Training Matrix and Training Record

Employers must give workers adequate health and safety information, instruction and training – when they start, when they are exposed to new or increased risks, and again at suitable intervals. This document lets you decide what training each role needs, see at a glance who is in date and who is overdue, and keep the records an inspector, insurer or client will ask to see.

• When you set up or review your health and safety arrangements
• When someone joins, changes role, or starts using new equipment or processes
• Monthly, to check for training that is due or overdue

• List each role and the training it needs in Part 1, using your risk assessments
• Fill in the matrix in Part 2 with completion and expiry dates for each person
• Use the induction checklist in Part 3 for every new starter
• Keep an individual record (Part 4) for each person and log short briefings in Part 5