Controlled record
Move the template into versioned document control.
Editable records can keep the current version, approval status, review history and evidence links in one place.
Editable workflow
HR form
HR Forms
Employee Induction Form.
Record worker details, company policies, site rules, competence checks and sign-off. Free, editable construction template from Zektrx.
HR form
Editable template
Start with a printable structure, then add owners, signatures, evidence and review workflows.6Sections
3Trade tags
FreeEditable route
Template Actions
Use this template.
Print a static copy here, or create a free Zektrx account for editable records, signatures, owners, evidence and review workflows.
Template In Product
Show where the file becomes a live record.
Employee Induction Form starts as a useful structure. In Zektrx, the same structure can become a controlled workflow with owners, sign-off, evidence and review history.
1
Controlled record
HR form
2
Briefing workflow
Worker details
3
Audit trail
Training Matrix
Briefing workflow
Use the same structure to brief and collect sign-off.
Templates become more useful when the completed record carries attendance, signatures and the checks behind the work.
Editable workflow
Worker details
Audit trail
Keep the completed proof ready for review.
The finished record can support audit packs, handover evidence, client queries and management review.
Editable workflow
Training Matrix
Template Structure
The sections to control.
Use this printable structure for a quick start, then move it into Zektrx when you need owners, evidence, revisions, signatures and reporting.
Section 1
Worker details
Section 2
Policies
Section 3
Site rules
Section 4
Training
Section 5
Documents
Section 6
Sign-off
Template To Workflow
Make the template part of the job record.
A professional template is more than a file. In Zektrx it can carry owners, review steps, signatures and the proof needed after work is complete.
Prepare the record
Start with the template structure, then assign the owner, reviewer and evidence required.
Brief the team
Use the same template to brief workers, capture signatures and keep the method clear.
Close with proof
Attach checks, photos, actions and follow-up evidence so the record survives the job.
Knowledge Journey
Learn, use, then automate.
1. Learn
GuideCompliance Updates
Subcontractor Onboarding Evidence Checklist
A checklist for onboarding subcontractors with insurance, training, RAMS, inductions, approvals and expiry evidence before work starts.
GuideConstruction Calculators
Compliance Admin Cost Calculator
A construction calculator for estimating the weekly cost of chasing RAMS, permits, training, audits and evidence.
GuideTemplates
O&M Manual Evidence Pack Template Guide
A template guide for organising O&M manual evidence, certificates, drawings, warranties, approvals and handover records.
2. Use
CalculatorHealth & Safety
Manual Handling Calculator
Create a simple manual handling risk score from load, frequency, distance and twisting. Free online tool for UK construction and trade teams.
CalculatorMaterials
Material Quantity Calculator
Estimate material quantity from area, usage rate and waste allowance. Free online tool for UK construction and trade teams.
CalculatorHealth & Safety
HAVS Calculator
Estimate hand-arm vibration A(8) exposure from vibration magnitude and trigger time. Free online tool for UK construction and trade teams.
3. Automate
Featurefacilities management
Facilities Management Software
Coordinate maintenance, permits, service evidence, assets and reporting.
Featuretraining
Training Matrix Software
Track training, competence, expiry dates and workforce readiness.
Featurefacilities management
Facilities Maintenance Software
Track planned and reactive maintenance records, actions and evidence.
4. Start
Start a Zektrx workflow.
Connect resources, calculators, templates, evidence and software modules around the way your contractor team works with the 拢5 trial.
Start 拢5 TrialRelated Content
Connected templates, tools and workflows.
Related Guides
Keep learning
GuideCompliance Updates
Subcontractor Onboarding Evidence Checklist
A checklist for onboarding subcontractors with insurance, training, RAMS, inductions, approvals and expiry evidence before work starts.
GuideConstruction Calculators
Compliance Admin Cost Calculator
A construction calculator for estimating the weekly cost of chasing RAMS, permits, training, audits and evidence.
GuideTemplates
O&M Manual Evidence Pack Template Guide
A template guide for organising O&M manual evidence, certificates, drawings, warranties, approvals and handover records.
Related Calculators
Run the numbers
CalculatorHealth & Safety
Manual Handling Calculator
Create a simple manual handling risk score from load, frequency, distance and twisting. Free online tool for UK construction and trade teams.
CalculatorMaterials
Material Quantity Calculator
Estimate material quantity from area, usage rate and waste allowance. Free online tool for UK construction and trade teams.
CalculatorHealth & Safety
HAVS Calculator
Estimate hand-arm vibration A(8) exposure from vibration magnitude and trigger time. Free online tool for UK construction and trade teams.
Related Templates
Document the work
TemplateTraining Records
Training Record Template
Track competence, certificates, expiry dates, refreshers, evidence and worker readiness. Free, editable construction template from Zektrx.
TemplateEnvironmental Forms
Environmental Inspection Form
Check waste, spill controls, noise, dust, drainage, storage and environmental actions. Free, editable construction template from Zektrx.
TemplateToolbox Talks
Toolbox Talk Template
Plan briefing topics, attendance, signatures, follow-up questions and evidence. Free, editable construction template from Zektrx.
Related Features
Automate the workflow
Featurefacilities management
Facilities Management Software
Coordinate maintenance, permits, service evidence, assets and reporting.
Featuretraining
Training Matrix Software
Track training, competence, expiry dates and workforce readiness.
Featurefacilities management
Facilities Maintenance Software
Track planned and reactive maintenance records, actions and evidence.
Related Industries
Trade workflows
Industryprincipal contractors
Principal Contractors Software
Principal contractor hubs for subcontractor coordination, RAMS, permits, site records, actions and audit evidence.
Industryelectrical
Electrical Contractors Software
Electrical contractor RAMS, permits, testing evidence, drawings, site records and handover packs. One platform for documents, evidence and compliance.
Industrygroundworks
Groundworkers Software
Groundworks RAMS, permits, site diaries, plant checks, photos, quality records and delay evidence. One platform for documents, evidence and compliance.
Related Comparisons
Compare options
ComparisonSafetyCulture
Zektrx vs SafetyCulture
Compare Zektrx with SafetyCulture for contractors that need inspections plus RAMS, permits, documents, actions, site diaries and construction evidence packs.
ComparisonProcore
Zektrx vs Procore
Compare Zektrx with Procore for contractors that need RAMS, site evidence, document control and day-to-day trade operations without enterprise complexity.
ComparisonSpreadsheets
Zektrx vs Spreadsheets
Compare Zektrx with spreadsheet-based construction admin for RAMS, site records, document control, actions, stock and reporting.
Related FAQs
Why track expiry dates?
Expiry tracking helps prevent workers being assigned to tasks without current competence evidence.
From Training Record Template
Can Zektrx send reminders?
Editable workflows can expose expiry risk and support follow-up actions.
From Training Record Template
Is this an official manual handling assessment?
No. It helps triage tasks before a competent risk assessment and site-specific controls.
From Manual Handling Calculator
What should a high score trigger?
Review mechanical aids, team lifting, route changes, reduced load weight, handling frequency and training.
From Manual Handling Calculator
FAQ
Template questions.
Can induction records expire?
Some records need periodic review or refresher training depending on company and site rules.
Can Zektrx track training?
Yes. Training matrix records can store evidence and expiry dates.
Next Step
Start a Zektrx workflow.
Connect resources, calculators, templates, evidence and software modules around the way your contractor team works with the 拢5 trial.