Forms

Employee Forms

Create and manage internal employee forms.

Saved Forms

Search and manage saved employee forms.

No saved reviews yet.

No saved incident reports yet.

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HR & Personnel

Annual Employee Review

1. Employee Information

Linked Project Review Status Employee Name Position Manager Review Date Review Year Review Period

2. General Wellbeing Employee

To be completed mainly by the employee.

How are you getting on in your role? Any challenges, concerns or support needed? Work-life balance / general wellbeing

3. Performance & Contribution Both

Employee adds their view. Manager adds comments where relevant.

What has gone well since the last review? Key achievements Areas for improvement Manager comments Manager

4. Company Feedback Employee

Employee feedback to the company/management.

Do you feel supported by the company? Suggestions for improvement Any issues management should be aware of?

5. Training & Development Both

Employee and manager agree training needs and development goals.

Courses completed since last review Additional training required Career goals / new responsibilities of interest

6. Salary & Benefits Discussion Manager

To be completed by manager after discussion.

Salary reviewed? Adjustment discussed?

Outcome / comments

7. Goals for Next Period

8. Agreed Actions

9. Meeting Summary

10. Signatures

Employee Signature Manager Signature

HSEQ

Incident Report

Linked Project Incident Status

1. Incident Details

Reported By Date of Incident Time Location

2. Incident Type

3. What Happened?

4. People Involved

5. Immediate Action Taken

6. Root Cause Assessment

7. Corrective Actions

8. Risk Assessment

Assess both the actual consequence of the incident and the potential consequence had circumstances been slightly different.

Actual Consequence Potential Consequence

Why was this rating selected?

9. Follow-Up Required

Investigation Required? Client Notification Required?

Follow-up Actions

10. Sign Off

Reported By Reviewed By