Keep a record of who was trained on what, when, by whom and when it is due again.
When an inspector, client or insurer asks whether someone was trained, a record answers the question. It also shows who is ready for which task.
Some training is required by law or by your industry, such as certain safety training. Check which apply to you and how long records must be kept.
12 items. Fill it in on screen or print a copy.
| Field | What to write |
|---|---|
| Forklift operation | Practical evaluation, renewal per your program |
| Food handler | Certificate, renewal per your state |
| New POS system | On the job, 2 hours, no renewal |
A warehouse checks training records before peak season and finds three forklift evaluations due in October. Sessions are scheduled for September, before the busy weeks.
Training records show which employees are qualified for which tasks and when refreshers or recertifications are due. Several OSHA standards require training to be documented, and a complete record helps prove an employee was trained before they were assigned to hazardous work.
| Employee and role | Luis, picker, Northgate Distribution, Reno |
|---|---|
| Topic | Powered industrial truck (sit-down counterbalance) |
| Dates | Classroom Feb 10; practical evaluation Feb 12 |
| Trainer | Sandra, certified evaluator |
| Method and hours | Classroom 4 h, on the job 3 h |
| Result | Passed |
| Renewal date | February 2028 |
Classroom and practical dates are recorded separately, because the evaluation of driving in the actual workplace is a distinct step from the lesson.
For non-exempt employees, required training is usually paid work time.
Depends on the training and the law; check.
The employee and the trainer.
Either; digital makes renewals easier.
Show the topic, date, trainer, the employee’s name and signature, and how competence was confirmed, such as a test or a supervisor sign-off. Some OSHA standards spell out specific content, for example forklift training certifications must list the operator’s name, training date, evaluation date and the evaluator. A record without the evaluation step may not show that the worker can actually do the task.
Yes, record it the same way as classroom sessions, with the method marked as on the job. Shadow shifts and hands-on coaching are often where the real skill is learned, and an undated memory of it will not help if competence is questioned after an incident. Note the hours too, since training time is usually paid work time.
More for the same job
Store training records and licenses in EZTime’s digital employee file and get reminded before one runs out. Book a demo to see it with your team.