Free Excel Download of Occupational Safety and Health Training Target and Schedule Checklist (For HR & Safety & Health Managers)

Industrial safety and health training is not conducted for all workers with the same duration and curriculum. The required training and duration may vary depending on the industry and size of the workplace, the workers' duties, whether they are office or field workers, whether they are supervisors, and whether they perform hazardous or dangerous work.

In particular, if you only manage regular training, it is easy to omit training for new hires, training for those changing roles, special training for hazardous workers, or training for supervisors.

To enable HR and safety and health managers to check participants, statutory training hours, implementation dates, completion status, and supporting documents for each training course at once Industrial Safety and Health Education Target and Time Checklist Excel I have prepared.

Free Download of Industrial Safety and Health Training Target and Schedule

In the attached file Industrial Safety and Health Education Target and Time Checklist Download it to manage your workplace's training targets and annual schedule.

▶ [Download Excel Table of Occupational Safety and Health Education Targets and Schedule]

Contents included in this material

Data organization	Things to check and manage
Basic Workplace Information	Industry, Number of permanent employees, Department in charge, Date of creation
Curriculum Classification	Regular training, training upon hiring, training upon changes in work content, special training
Classification of subjects	Office workers, sales workers, field workers, supervisors, daily and fixed-term workers
Check training hours	Comparison of Statutory Training Hours by Target Group and Scheduled Training Hours
Training Schedule Management	Scheduled implementation date, actual implementation date, training method
Completion status	Completion, Non-completion, or Eligibility for Supplementary Training
Verification of supporting documents	Retention of training log, attendance list, certificate of completion, and training materials
Management of non-completioners	Re-notification date, supplementary training schedule, final completion results
Memo by the person in charge	Review of exclusions and time reductions, and record of special circumstances

This document is a practical management table designed to provide an initial check on the training targets and schedule. Since applicability to specific workplaces may vary depending on industry, scale, work content, and the latest regulations, you must separately verify the standards applicable to your workplace before final operation.

Basic hours per industrial safety and health education course

The current Enforcement Rules of the Industrial Safety and Health Act classify the training hours for worker safety and health education in Appendix 4. Currently, the basic standard for regular training is at least 6 hours per half-year for office workers and sales personnel, at least 12 hours per half-year for other workers, and at least 16 hours per year for supervisors.

curriculum	Main targets	Basic training hours
Regular training	Office workers	More than 6 hours every half-year
Regular training	Workers directly engaged in sales work	More than 6 hours every half-year
Regular training	Non-office workers engaged in duties other than sales	More than 12 hours every six months
Regular training for supervisors	Person in a supervisory position	More than 16 hours per year
Training upon hiring	Daily workers and fixed-term workers with a contract period of one week or less	more than 1 hour
Training upon hiring	Fixed-term workers with a contract period exceeding 1 week but not exceeding 1 month	More than 4 hours
Training upon hiring	Other workers	more than 8 hours
Training when work content changes	Daily workers and fixed-term workers with a contract period of one week or less	more than 1 hour
Training when work content changes	Other workers	more than 2 hours
Special education	Workers engaged in general special training target work	In principle, more than 16 hours
Basic Safety and Health Education for the Construction Industry	construction day laborers	More than 4 hours

The duration of special training may vary depending on the type of employment, the type of work, and whether the work is short-term or intermittent. For daily workers and fixed-term workers with a contract period of one week or less, the training is generally at least two hours, and separate standards apply to some types of work. For general workers, at least four hours of training must be conducted prior to the first task, and the remaining time may be spread out over a certain period.

Criteria for partial reduction of training hours may apply to certain business sectors and workplace sizes, and some hours for regular training may be recognized if safety training under other laws has been completed; therefore, these requirements should not be applied uniformly.

Here is how to use the training target and time checklist.

1. First, check whether this applies to our workplace.

Verify the business type, number of regular employees, and actual work details of the workplace.

Even within the same company, different standards may apply to office workers, sales staff, production and field workers, supervisors, and those subject to special training. You must differentiate them to avoid registering all employees under a single training course.

2. Classify workers by job function.

Display the following items on the list of training participants.

office workers
Sales workers
Non-office workers in production, field work, etc.
Supervisor
New hires
Work content changer
Workers subject to special training
Daily and fixed-term workers
Employees on leave of absence, returning employees, or those transferred to a different department

Supervisors must manage regular training separately from that of general workers, and care must be taken not to handle new hires solely through the regular training for incumbents.

3. Enter the time for each course.

After entering the required training courses and statutory training hours for each target group, compare them with the actual planned training hours.

For example, if a new employee is scheduled to be assigned to hazardous or dangerous work, you should not only check regular training but also review whether they are subject to training provided at the time of hiring and special training.

4. Record the implementation date and completion results.

After the training, record the following items on the checklist.

Training date
Educational methods
Actual completion time
Completion or non-completion status
Scheduled date for supplementary training
Final completion date
Education manager or educational institution

It is difficult to detect the omission of specific employees by checking only the overall completion rate of the training platform. A process of comparing the list of participants before training with the list of those who completed the training afterward is necessary.

5. We manage supporting documents together.

The following materials are stored by curriculum.

Education plan
List of trainees
List of attendees or completers
Training Log
Educational materials
Individual certificate of completion
Online progress rate and evaluation results
Records of re-guidance and supplementary training for non-completionists
External educational institution usage materials

It is better to separate records of regular training, onboard training, special training, and supervisor training by course rather than mixing them into a single list.

Targets frequently missed by the person in charge

Target	Things to check
New hires	Whether training is conducted upon hiring prior to actual job placement
Mid-term hires	Check if there are any missing periods in the regular training schedule
Supervisor	Whether annual standards were managed separately from general worker training
Department transferees	Is change training necessary because the job content and risk factors have changed?
Special education participants	Whether the actual work performed is subject to special training
employees on leave of absence or returning to work	Timing of reinstatement, previous training history, and whether additional training is necessary
shift and field workers	omission of training by work shift and availability of alternative schedules
foreign workers	Whether they educated in an understandable language and manner
Non-completionists	Whether the results of the re-guidance and supplementary training were also recorded

Precautions when using the checklist

We do not make a uniform judgment that “office workers are not subjects for education.”
The same training hours are not applied to all workers.
Do not confuse regular training, training upon hiring, or training when job duties change.
Supervisor training is not treated as a substitute for general worker training.
Whether a task is subject to special training is not determined solely based on the course name of the educational institution.
Do not just keep the online certificate of completion; check the participants, training content, progress rate, and evaluation records together.
Eligibility for exemption or reduction of training hours is reviewed separately based on industry type and scale.
We check the latest legal amendments and the workplace's internal safety and health management regulations together.
Specific legal, labor, and industrial safety and health assessments may require expert review depending on the case.

Re-download the Industrial Safety and Health Education Target and Time Checklist

Able to manage the subjects and times of regular training, hiring training, training upon work changes, special training, and supervisor training all at once Excel Checklist for HR & Safety Managers no see.

▶ [Download Excel Table of Occupational Safety and Health Education Targets and Schedule]

Frequently Asked Questions

Q1. Are office workers also subject to industrial safety and health training?

Office workers are also eligible for regular training if they are employees of a workplace subject to industrial safety and health education regulations. Currently, the basic training time is at least 6 hours per half-year, but you must first check whether this applies based on the industry and size of the workplace.

Q2. Do supervisors only need to receive training for general workers?

Supervisors are subject to separate regular training standards distinct from those of general workers. Regular training for supervisors must be managed based on a minimum of 16 hours per year.

Q3. If a new employee receives regular training, can the initial hiring training be omitted?

Regular training and training conducted upon hiring differ in their purpose and timing. New hires must separately verify their eligibility and the duration of the training, and in the case of special training, the scope of recognition and other details must be reviewed in conjunction with the standards of the Enforcement Rules.

Q4. Is it okay to conduct industrial safety and health training online?

You may utilize online training, but you must meet the target audience, duration, content, completion criteria, and supporting documentation for each course. Care must be taken not to treat regular training, hiring training, special training, and supervisor training as a single, bundled course.

Next step

If you find it difficult to classify participants for industrial safety and health education, verify training hours, operate online training, and manage documentation, Nudge EAP Implementation Consultation Review training operation methods tailored to your organization through this. In cases where employee anxiety, managerial burden, or return-to-work support is needed following industrial accidents or near misses, EAP counseling and organizational recovery support can also be connected.

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Source and Information

This content and the attached checklist have been prepared for the purpose of providing general information and verifying training operations. As the applicability and duration of training may vary by workplace based on industry, size, employment type, work content, and the latest laws, specific matters may require review by relevant experts or competent authorities.

Occupational Safety and Health Training