# Staff training & competence

Connect induction and SOP acknowledgements to practical demonstrations, supervision and refresher decisions.

Source review: 2026-10-27

Operational starters in English. References identify their own jurisdiction. Select the rules that apply to your site, adapt the documents, and obtain competent approval before use.

## Define the work before choosing training

Identify the tasks a person will perform, the associated procedures and the supervision required. HSE guidance includes contractors and workers with particular training needs. For food tasks, use the relevant food-safety guidance as well. A generic onboarding attendance sheet does not show that a person can perform a specific task safely.

## Check understanding and practical performance

Use the instruction format and language the person can understand. Ask them to explain the escalation route and demonstrate the task under the approved assessment method. Record the procedure version, assessor and result. A signature shows acknowledgement; the practical observation provides different evidence.

## Record restrictions and supervision

Where more practice is needed, state what the person may do, the supervision arrangement and the next assessment. Keep the decision visible to the people allocating work. Avoid collecting unnecessary sensitive personal details in a general template; document only the operational adjustment and use appropriate access for supporting information.

## Revisit competence after change

Review training when tasks, equipment, procedures or risks change. Use incidents and observed difficulties as prompts for reassessment. Set refresher decisions from applicable requirements and actual risk rather than an invented universal interval. Link each review to the prior record so the supervisor can see what changed.

## SOP starter: Role induction, practical assessment and refresher review

Status: DRAFT — complete site-specific details and obtain approval before use.

Site: __________
Owner: __________
Version: __________
Approved by / date: __________
Next review / trigger: __________

### Preparation

- Define the role, tasks, current SOPs and authorised assessor.

- Identify instruction language, accessibility needs and supervision arrangements.

- Set the practical assessment criteria and any task restrictions.

### Procedure

1. Explain the task and escalation route using the approved procedure.

2. Record the SOP version and the instruction provided.

3. Observe the practical demonstration and document the actual result.

4. Record authorisation, restrictions or further supervised practice.

5. Confirm the supervisor knows the decision before allocating work.

6. Review competence when the task or procedure changes and record the reassessment.

### Records

- Induction and SOP acknowledgement

- Practical assessment and assessor

- Restrictions, refresher decision and review

### Review triggers

- New role or changed task

- SOP or equipment change

- Observed difficulty or incident

## Editable templates

- [Site induction and practical follow-up record](https://kivloo.com/template-library/site-induction-record)

- [Practical training and competence review](https://kivloo.com/template-library/training-competence-review)

- [Shift handover and open-action record](https://kivloo.com/template-library/shift-handover-record)

## Official references

- [French Ministry of Agriculture: food hygiene training](https://agriculture.gouv.fr/restauration-quelles-obligations-en-matiere-de-formation-a-lhygiene-des-aliments) — France; assess activity and training requirements; Official guidance

- [EU-OSHA: occupational safety framework directive](https://osha.europa.eu/en/legislation/directives/the-osh-framework-directive/1) — European Union; national implementing laws apply; Official guidance

- [HSE: information, training and supervision](https://www.hse.gov.uk/simple-health-safety/training/index.htm) — Great Britain; Official guidance

- [Food Standards Agency: managing food safety](https://www.gov.uk/government/publications/managing-food-safety/managing-food-safety) — England, Wales and Northern Ireland; Official guidance

- [UAE Government: workplace health and safety](https://u.ae/en/information-and-services/jobs/health-and-safety-at-workplace) — UAE; identify the applicable employment regime and competent authority; Official guidance

- [FSANZ: Standard 3.2.2A food safety management tools](https://www.foodstandards.gov.au/business/food-safety/overview-food-safety-management-tools) — Australia; category and state/territory regulator checks needed; Official guidance

Canonical: https://kivloo.com/template-library/packs/training-competence