Do you want to save time managing health and safety? Then welcome to our 80+ best health and safety excel dashboard templates that will change your game and enhance your job performance.

Are you a small business owner that is new to health and safety? Are you a safety professional looking for better ways to support a small business? Are you looking for support systems to drive and improve your health and safety performance? Are you troubled with how to calculate and interpret accident and incident rates, maintain your HSE statistics, generate your monthly reports, or develop your annual HSE performance report? Are you struggling to demonstrate how well you manage health and safety to your clients? Do you lack the support systems for managing health and safety? Are you losing interest in health and safety because your company cannot afford all the good proprietary HSE Software on the market?

Don’t worry, Microsoft excel is indeed a lifesaver! We have the best health and safety excel dashboard templates you need to address all of the above with just “One Click”. I introduce to you the very amazing solutions over 3,000 safety professionals are currently using to gain control of their job and build their database of qualitative and quantitative HSE KPIs to generate tons of reports with amazing dashboards to tell a better story of how they are performing on the job.

Best Health and Safety Excel Dashboard Templates

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HSE Performance Monitoring Tool – Manager Version

HSE Performance Monitoring Tool—Manager Version is designed to build a database of KPIs to generate reports with eleven (11) amazing dashboards and keep all HSE statistics up to date. The tool can help you to demonstrate how you monitor your HSE management system, measure your HSE performance, and report on the KPIs to your stakeholders, such as top management, employees, regulatory bodies, and clients. An exciting feature of this tool is that it has a Monthly HSE Report Template that automatically populates and generates monthly reports with just “A Click”, and what is unique about the Manager Version is that it exclusively allows only monthly data entries, hence best for HSE professionals who have a lot on their plate and want to relieve themselves of the daily admin burden of generating reports. More

HSE Performance Monitoring Tool – Officer Version

Just like the Manager Version, the Officer Version is a good tool for HSE data analysis and performance reporting. However, unlike the Manager Version that supports monthly data entries, the Officer Version only supports daily data entries; hence, users can generate daily, monthly, quarterly, and year performance reports. Given the daily admin burden, the tool is ideal for HSE Professionals who want to keep a close eye on their KPIs. The tool has a Daily HSE Report Template, which can be used to generate daily reports with just “A Click”. Also, just like the Manager Version, it analyzes over 40 leading indicators and 10 lagging indicators with 11 amazing dashboards and keeps all HSE statistics up to date. More

Risk Management Tool

Maintaining a safe and secured workplace begins with hazard identification and risk assessment and effective follow-up on controls. The entire process can be captured on a risk register and then reviewed regularly to account for changes in risk factors such as new hazards, new employees, new equipment, etc. to ensure that controls continue to remain effective. The risk management tool makes all of the above possible in the most user-friendly way. This tool will help you to keep a register of hazards and risks at the workplace (or related to your projects) and also effectively follow up on the controls using the risk control tracker feature to ensure that risks are reduced to As Low levels As Reasonably Practicable (ALARP). More

PPE Monitoring Tool

If you have responsibility for managing Personal Protective Equipment(PPE) and you wish to maintain effective control of PPE, then this PPE Monitoring Tool is the right tool for you. This is a specialized tool for managing PPE, as it is designed to monitor PPE stock position ”As You Go”, maintain a PPE register for all employees to know who has received what and when, set and monitor reorder levels, and track PPE usage history for each employee to ensure 100% accountability to top management, especially when required to explain how PPE has depleted or to justify your next budget for PPE. More

Corrective and Preventive Action Tracker

To ensure continuous improvement of the health and safety management system, identifying nonconformance and analyzing their root causes for corrective and preventive actions (CAPA) play a pivotal role. Nonconformance is usually identified through Safety Monitoring or Assurance Activities such as safety audits, workplace inspections, and the like. SHEQXEL Corrective and Preventive Action Tracker provides the best template for logging all Nonconformance (NC) and Corrective and Preventive Actions (CAPAs) for effective corrective action tracking and preventive action tracking. More

HSE Incident Trend Analysis Tool

After recording your workplace incidents, you need to analyze them to establish the trend for proactive interventions. Our Incident Trend Analysis Tool is a simple tool for all SMEs who cannot afford proprietary systems for analyzing incidents. This tool enables users to not only record incidents in the most relevant structure but enables them to perform trend analysis, taking into account common work activities, types of employees involved, common underlying factors, locations to know where incidents most occur, etc. in the simplest approach. The data can then be presented on an incident timeline, which can be printed out and displayed on noticeboards to communicate with all stakeholders. The Incident Timeline feature gives a visual appeal to workers to align and participate in safety programs to ensure the goal of zero workplace accidents can be achieved every month. This tool can also be helpful in the easy prediction of potential occurrences based on the trends for proactive, timely interventions. More

Incident Cost Calculator

Do you ever calculate the cost of your workplace incidents? That is highly recommended if you want to determine the magnitude of action to take in response to an accident, especially if you need to make a strong business case to get buy-in from top management on your short-term and long-term actions. Also, to determine the level of investigation and apportion the right amount of resources for it, you need to estimate the cost of the incident. This template is designed for determining, calculating, and analyzing costs of incidents to establish a strong case to top management about the importance of investing in health and safety, i.e. the needed corrective actions to remedy the lapses and the preventive actions to prevent the incidents from reoccurring. More

HSE Budgeting Tool

Did you set a budget for 2023? Well, we are in 2024 now, so what are you waiting for? Do you need a template to set your budget and track your HSE expenditures to drive your HSE activities? Are you an HSE Manager in charge of planning for budgetary allocation for your department? Then try this! HSE Budgeting Tool is a turnkey template for planning and setting HSE budget and tracking daily HSE expenditures to ensure that HSE priorities and activities are within budgeted cost and in sync with the overall corporate HSE strategy. More

Training Matrix

This is a great tool for maintaining a schedule of training programs for your entire workforce. After having identified the training needs of employees, you need a system for tracking all the courses or programs each staff member has been marked to complete to enhance their competence and to comply with your management system requirements, industry training requirements, and client-specific training requirements. SHEQXEL Training Matrix makes this simple. It automatically estimates the percentage level of training for all programs, automatically updates the overall % training completion of your entire workforce, and automatically provides an update on % outstanding training not yet completed. More

Equipment Maintenance Tracker

Do you need a template to track maintenance of your workplace equipment? Are you in charge of follow-up on maintenance programs for equipment at your workplace? Then try this! Equipment Maintenance Tracker is a turnkey template for setting maintenance programs and following up on maintenance schedules and actions to ensure that equipment continually remains in good service and without risk to the safety of users. More

HSE Observation Tracker

SHEQXEL Observation Tracker is the tool you need if you don’t have a system to drive your Behavior Based Safety (BBS) program in terms of recording and tracking your HSE Observation Cards, SHOC Cards, Action Cards, and Stop Cards. Why do you need this tool? If your BBS program is paper-based, you need a system to capture the details, follow up on what unsafe acts or conditions have been reported, know how long remedies have been pending, and make the effort to narrow the gap, since the longer it takes to resolve the simple things, the higher is the likelihood that they can escalate by domino effect and perfect storm to result in an accident. This tool also helps to recognize the employees who have contributed most to BBS program to maintain a safe workplace. More

HSE Action Plan

An HSE Action Plan is a document that outlines a set of goals, objectives, and targets and how they are going to be achieved within a given timeframe. The purpose of an HSE action plan is to set the road map for improving performance in the organization within a specified timeframe. This is normally developed following a workplace accident, past incident trends, audit findings, management reviews, and client feedback, just to mention a few, to determine the health and safety priorities in an organization. As per best practice, an HSE action plan must be developed at the beginning of every year in consultation with the key stakeholders, such as top management, key process owners, and employees, to set relevant goals, objectives, targets, and the actions which will be driven by the persons responsible for improving health and safety performance. More

Ergonomic Self Assessment Tool

Do you need a simple template for conducting workstation ergonomic assessment to determine employee comfort as regards their workstation and other elements of work? Then this is probably the best ergonomic self-assessment tool you will find on the web. This Ergonomic self-assessment Assessment Tool is a simple template for conducting an ergonomic self-assessment to gather feedback on the comfortability of workstations to improve employee health and wellbeing. More

Drill Evaluation Tool

Do you need a simple template for conducting drill evaluation to determine the performance of fire drills carried out? Then this is probably the best drill evaluation tool you will find on the web. SHEQXEL Drill Evaluation Tool is a simple template for evaluating fire emergency drills carried out to gather feedback on the quality and effectiveness of the drill for process improvement. More

Training Evaluation Tool

After carrying out your training, you need to assess the effectiveness of the training through post-training evaluation, where workers are made to provide feedback on the curriculum, the performance of the instructor, the method of training delivery, and their overall impression of the training to determine the quality of the training hence the training performance. SHEQXEL Training Evaluation Tool is a simple template for conducting training evaluations by employees to gather feedback on the quality of the training delivered for training improvement. More

Customer Satisfaction Survey Tool

Customer satisfaction is an important quality indicator for determining the quality of service delivery. Do you need a simple template to conduct your customer satisfaction surveys? Then this is probably the best customer satisfaction survey tool you will find on the web. SHEQXEL Customer Satisfaction Survey Tool is a simple template for conducting satisfaction surveys on customers to gather feedback on the quality of service performance of an organization. More

Customer Complaints Log

A customer complaint is an important quality indicator for determining the quality of service delivery. Your ability to identify and correct customer complaints will go a long way to determine the success of your business through customer retention. SHEQXEL Customer Complaints Log is a simple template for recording complaints from customers for quick evaluation and implementation of corrective actions to remedy complaints in order to retain customers and improve the quality of service delivery. More

Employee Training Log

Do you need a simple template to log training carried out for your employees? In addition to training records such as copies of training certificates, and training attendance sheet, a training log can be utilized to demonstrate evidence of training carried out. SHEQXEL Employee Training Log is a simple template for recording training carried out, together with the number of participants, training hours used, and training cost incurred to establish trends for reporting purpose. More

Qualitative Workplace Assessment Tool

Workplace assessment (WPA) is the process of evaluating workers’ exposure to physical, chemical, ergonomic, and psychosocial hazards, based on a questionnaire that solicits employee responses to estimate an overall score indicative of employee comfort at the workplace. It is an objective criteria that is based on a qualitative method for monitoring ambient temperature, the intensity of light, quality of air, level of airborne contaminant against their Workplace Exposure Limits (WEL), noise level and extent of exposure to vibration at the workplace. WPA can be both quantitative and qualitative assessment. SHEQXEL Qualitative Workplace Assessment Tool is a simple template for qualitatively conducting surveys on employees about their exposure to workplace hazards or risks of accidents such as physical hazards, chemicals hazards, ergonomic hazards, psychosocial hazards, and others that affect their welfare, health, and wellbeing at work to initiate improvement actions. More

Audit Program

An audit program is extremely important if you want to demonstrate how you plan to audit the various processes of your business functions under defined audit scope. You can plan for the entire year. Without an adequate program to plan your audits, your organization would easily miss the weak signals that easily result in undesirable events. SHEQXEL Audit Program gives adequate control in planning for audits of business processes for a year, according to your audit criteria, checklists, and scope for proper execution. Users are then able to generate reports on how they are progressing with their audits over the timeframe. More

ISO 45001 Auditing Tool

The ISO 45001:2018 health and safety management system is audited with an ISO 45001 Audit Checklist. There are many audit checklists on the web but not very exceptional. Are you looking for the best auditing tool for your health and safety management system? ISO 45001 Auditing Tool is a turnkey template with precise audit questions on all the relevant clauses and sub-clauses of the ISO 45001 standard for effective auditing of health and safety management system with a great graphical representation of audit performance. More

ISO 14001 Auditing Tool

The ISO 14001:2015 environmental management system is audited with an ISO 14001 Audit Checklist. There are many audit checklists on the web but not very exceptional. Are you looking for the best auditing tool for your environmental management system? ISO 14001 Auditing Tool is a turnkey template with precise audit questions on all the relevant clauses and sub-clauses of the ISO 45001 standard for effective auditing of Environmental Management System with a great graphical representation of audit performance. More

ISO 9001 Auditing Tool

The ISO 9001:2015 Quality Management System is a unique type of quality management system hence requires a unique ISO 9001:2015 Auditing Template to audit the quality management system per the ISO standard. That is separate from the IATF 16949:2016 Quality Management System. ISO 9001 Auditing Tool is a turnkey template with precise audit questions on all the relevant clauses and sub-clauses of the ISO 9001 standard for effective auditing of the Quality Management System with a great graphical representation of audit performance. More

 

Integrated Management System Auditing Tool

Are you looking for a simple and effective auditing tool for your Integrated Management System? This Auditing Tool is a turnkey template with precise audit questions for auditing all the relevant elements of an Integrated Management System (IMS) per ISO 45001: 2018, ISO 14001: 2015, and ISO 9001: 2015 with a great graphical representation of the audit performance. More

Advanced Health and Safety Auditing Tool

Not all management systems conform to the ISO standard in terms of the higher-level structure, and again, not all are basic, yet they need to be audited to ensure they remain robust. That is why we have developed a comprehensive and effective auditing tool to audit an advanced health and safety management system. This Advanced Health and Safety Auditing Tool is a turnkey template with comprehensive audit questions to audit all the relevant elements of a Health and Safety Management System (HSMS) with a great graphical representation of the audit performance. More

Basic Safety Auditing Tool

Again, not all organizations have advanced management systems, yet they need to have a robust management system to effectively control risk. That’s why we created a basic auditing tool basically because you want to audit a low-risk company with a very basic management system. SHEQXEL Basic Safety Auditing Tool is the template you need if you want a concise tool with precise audit questions to audit all the relevant elements of a safety management system such as management leadership, worker participation, hazard identification and risk assessment, hazard prevention and control, training and awareness, evaluation and improvement, and contractor management to produce a graphical representation of audit performance. More

Road Transport Safety Reporting Tool

SHEQXEL Road Transport Safety Reporting Tool is a SIMPLE excel tool to improve Road Transport Safety, Performance Monitoring, and Trend Analysis. It captures Key Performance Indicators from the Chartered Institute of Logistics and Transport (CILT) and Common KPIs from the International  Association of Oil and Gas Producers (IOGP) Guidance Note on Land Transportation Safety. More

Road Transport Safety Auditing Tool

If you are responsible for drivers and workplace vehicles then taking the opportunity to audit your road transport management system will make a big difference in preventing road traffic crashes especially during peak seasons. Road Transport Safety Auditing Tool is a turnkey template with precise audit questions to audit all the relevant elements of a Road Transport Safety Management System (RTSMS) with a great graphical representation of the audit performance. More

Supplier Quality Evaluation Tool

Organizations need vendors that are committed to quality service delivery to guarantee the value they can bring to their business. To properly select quality vendors they must properly be qualified through an audit of their quality management system according to acceptable quality audit criteria to establish their performance. Supplier Quality Evaluation Tool is a turnkey template with precise quality audit questions for evaluating suppliers’ quality management system to generate reports on their performance. More

Compliance Score Tracker

Sometimes after multiple audits of various departments or sites, you want to be able to compare their performance based on their audit scores. If your monitoring activities have scoring criteria that determine scores at the end, you can perform comparative analysis to determine the performance of the organizations being monitored? This tool is the best complement to any auditing tool such as ISO 45001 Auditing Tool, ISO 9001 Auditing Tool, ISO 14001 Auditing Tool, Integrated Management System Auditing Tool, Advanced Health, and Safety Auditing Tool, Road Transport Safety Auditing Tool, Supplier Quality Evaluation Tool, and Basic Safety Auditing Tool which produce compliance scores at the end of the audits. More

Drill Matrix

To have control of your emergency preparedness, you need to plan for all foreseeable emergencies and prepare for them with relevant exercises while maintaining evidence of their execution, and tracking any corrective and preventive actions arising thereof to ensure continual improvement. This Drill Matrix is a simple template for scheduling, executing, logging emergency drills, and reporting on drill performance to ensure adequate emergency preparedness and response. Users can effectively report on their emergency preparedness and effectively track CAPAs using this template. More

Environmental Monitoring Tool

This tool is designed for users to build a database of environmental aspects, utility consumption (fuel, electricity, and water), environmental quality monitoring, and effluent analysis parameters. It allows tracking of waste based on 3 R’s ( Reduce, Reuse and Recycle ) before sending residual to landfill. It provides very good inputs for generating Annual Environmental Reports. This is best for Safety and Environmental Professionals who want a one-stop solution for managing environmental aspects of their operations. More

COVID-19 Body Temperature Log

In these trying times of the COVID-19 Pandemic, employers are making efforts to ensure that sick employees do not come to work. The WHO identifies FEVER as one of the symptoms, which is temperature measured at 100.4 F or 38 C or greater. Checking temperature is permissible but not determinative of COVID-19 since fever can be associated with other sicknesses, although, it provides a good ground for sending sick workers home. Are you in charge of temperature testing of employees? COVID-19 Body Temperature Log is a simple template for logging daily body temperature values of workers as part of the proactive measures for early detection of symptoms and preventing the spread of COVID-19 at the workplace. The template is designed to log temperature readings from any infrared digital thermometer gun for easy analysis of the temperature trends and to use as a trigger for sending sick workers home to avoid potential COVID-19 infection. More

COVID-19 Daily Screening Tool

Do you need a template to maintain a robust screening program at your workplace? Are you in charge of COVID-19 screening at your workplace? Then try this! COVID-19 Daily Screening Tool is a turnkey template for recording daily temperature readings and symptoms of employees for early detection, isolation, and testing of any suspected COVID-19 infected workers. This includes checking for FEVER, dry cough, headaches, chest pains, difficulty breathing, runny nose, diarrhea together with a travel history and contact with COVID-19 infected persons. The purpose is to immediately detect, isolate and report to a doctor for further testing. More

Inspection schedule

How about logging all your workplace inspections on a unique template to have an overview of how you track and execute the various inspection programs under your control? An inspection schedule is a simple template for scheduling, logging, and reporting inspection performance. Users can effectively track their inspection schedules and performance using this template. More

 

Safety Stock Monitoring Tool

SHEQXEL Safety Stock Monitoring Tool is a specialized tool for effective recording, tracking, and monitoring stock of Safety Equipment at the workplace. Key features include using SKU or Unique Product Codes to vary the various types of safety products in stock for effective tracking purposes, updates on exact stock position “As You Go”, setting and monitoring of reorder levels for each Safety Item with visual notifications to prevent Stock-Out. Users can have a full overview of stock movement i.e. In-flow and Out-flow for each Safety Item over any given period. A good feature is that users can record their physical counts and identify any variances between physical stock and book stock with a graphical display. This tool has dynamic graphical displays of all stock movements on a Dashboard. SHEQXEL Safety Stock is your tool if you need an Inventory Management System for your Safety Items such as PPE, Emergency Equipment, Safety Signs and Signages, Barrier Tapes, Gas Monitors, and virtually all Safety Items you keep as inventory. More

 

Control of Work KPI Trend Tool

Control of work against risks during work execution is critical to maintaining safe operations. KPIs for control of work include permit to work, task risk assessment, toolbox talk, after-action review, self-verification, or some form of audit that assesses how safe the job is being performed. SHEQXEL Control of Work KPI Trend Tool is a simple template designed for quick recording of the monthly number of permits issued, risk assessment, toolbox talks, permit to work audits, and lessons learned as important indicators for control of work at the workplace. Users can visualize the percentage of target achieved, variance from the previous month and, trends on a dynamic dashboard. This tool is an extract from the SHEQXEL Performance Monitoring Tool. More

Vendor Audit Schedule

So it is very important to demonstrate how you plan to audit your vendors to exert control over your externally provided services. Vendors can easily introduce risk to your operations either through Unsafe Risk Takers (URT), poor quality materials, defective inputs to your production line resulting in nonconforming outputs, and workplace accidents. SHEQXEL Vendor Audit Schedule is a simple template for scheduling, logging, reporting, and ranking suppliers based on their audit performance to ensure only safe and approved vendors are utilized for any external service. More

ChemTool

ChemTool is suitable for all organizations that store or handle chemicals at the workplace. This is designed to record all chemicals stored and used at the workplace and helps to improve Hazard Communication Program and COSHH controls. Firstly, you will have to record your workplace chemicals on a chemical register, update the register with SDS and keep a hard copy together with SDS at the central location to keep workers visiting the location informed. While completing the register, you will conduct a risk assessment using a 5X5 Risk Matrix to establish risk level for each chemical, identify the need for safe working procedures, or a full COSHH assessment based on the level of risk to ensure effective COSHH Controls. COSHH controls are the preventive barriers that prevent personal exposures to chemicals and the reactive barriers that mitigate the consequence of personal exposures if they occur. This tool has a Dangerous Good Table to help users to determine the need for placards, manifest, and fire protection systems, based on the hazard information gathered from the SDS. More

ChemTool Plus

As an upgrade of the ChemTool, the ChemTool Plus in addition to the Chemical Register and Dangerous Goods Table features monitors the stock of chemicals stored and used at the workplace by providing the exact stock position “As You Go”. With this tool, users can set and monitor reorder levels and receive notifications which help to prevent stock-outs. A good feature is that you can record your physical counts and identify variances between physical stock and book stock. This tool gives all the graphical representations users need to send us reports on their chemical inventory. SHEQXEL ChemTool Plus is your tool if you need a full Chemical Inventory Management System for your company without losing sight of COSHH Controls for your chemicals. More

Aspect Identification Register

Determining the environmental aspect of your operations, their potential impact on the environment, and their legal implication is part of understanding the context in which your organization operates. Your organize must assert control over its emissions, wastes, and byproducts that can result in legal actions. SHEQXEL Aspect Identification Register is a unique tool for identifying and recording the environmental aspects of business activities within the context of the organization for effective management and treatment of their impacts. More

Risk & Opportunity Register

Identification of risks and opportunities is important in understanding the context in which your company operates.  Do you need a simple template to identify and evaluate the risks and opportunities related to your business? Then this is probably the best risk and opportunity register you will find on the web. SHEQXEL Risk & Opportunity Register is a unique tool for identifying and recording the various types of risks facing a business and their associated opportunities as per the context of the organization with the overall goal to effectively manage, treat those risks and take advantage of the opportunities. More

Daily Action Tracker

Do you need a template to track actions from your HSE meetings? Do you want to ensure effective follow-up of your daily actions as an HSE professional? Then try this! Daily Action Tracker is a simple template for tracking daily actions related to health and safety meetings for effective follow-up and closure. This template is designed to capture dates, agenda items, area item is related to, actions to be completed, action originator, action owner executing the action, contact person, task priority in terms of high, medium, and low, progress update for users to update daily on progress made, action deadline, next follow up, days due and action status in terms of open or closed. The Daily Action Tracker is the source data for all the reports. More

Document Control Register

Maintaining control of your management system documentation involves ensuring that only the current version of documents is used for work, identifying document owners to approve necessary revisions and retention of organizational knowledge from unnecessary deviations. Do you need a template to maintain and control your list of management system documents? Then this is probably the best document control register you will find on the web. SHEQXEL Document Control Register is a simple template for keeping a list of management system documents and assigning document owners for effective tracking of issued dates, revision dates, document version numbers, and days due or overdue for the next revision to ensure adequate control of documents as per the procedure. More

Scoreboard

Why is SHEQXEL Scoreboard very important? It is an industry practice to establish milestones for HSE performance. Milestones can be set around leading and lagging indicators. Most companies set milestones around lagging indicators where they celebrate e.g. 1000 days free from incidents. If your focus is on lagging indicators as a measure of success achieved, this tool makes it much easier to track lagging indicators. Users can record their incident dates occurrences and track their incident-free days. This tool classifies days free from Lost Time Injury, Medical Treatment Case cases, Restricted Work Case and Fatality and their broad category of Total Recordable Case from other incidents such as First Aid, Property Damage, Contained Spill and External Spill. SHEQXEL Scoreboard helps users to keep a close eye on their excellent safe days towards their next safety milestone and celebration. More

 

Permit to Work Tracking Log

Are you dealing with a large number of work permits and having trouble with managing them? Are you troubled with how to ensure an effective Permit to Work system because you cannot tell at any time which work permit is active? SHEQXEL Permit to Work Tracking Log will enable you to log all your work permits on a simple spreadsheet for effective tracking purposes for you to ensure that validity periods for work permits do not expire without your knowledge. This tool incorporates conditional formatting to give a visual update of valid days left for each work permit. It also visually displays on graphs how many days the permit is valid or has expired to enable you to gain control over your Permit to Work System. More

Permit to Work Tracking Log and Audit Log

If you perform permit-to-work audits and you want to measure performance in terms of the level of compliance, SHEQXEL Permit to Work Tracking and Audit Log is the best tool for you. This tool is designed to help you to not only track your Permit to Work System but also ensure you effectively audit your PTW System, estimate levels of compliance for each audit performed, estimate the level of compliance for multiple audits on a single work permit and estimate the overall level of compliance for all work permits for a given period eg. a month. It is designed based on Nonconformance (NC) scores pre-defined in order of severity of the common findings from a lot of permits to work audits as pertains to various workplaces and industry experience. It categorizes levels of compliance into excellent, high, average, low, and poor based on the overall audit score. More

HSE Observation Trend Tool

If you need to quantitatively analyze your BBS trends with a simple spreadsheet, SHEQXEL Observation Trend Tool is the right tool for you. With this tool, you can quantitatively track your observations, establish the trends, whether poor housekeeping, people not following procedures, etc. to augment your safety programs with targeted interventions. This tool is built based on predefined categories common at most workplaces, such as poor housekeeping, not the following procedure, wrong tool for the job, PPE noncompliance, and Safety Violations. More

Legislation Tracker

Are you tired of realizing that your regulatory permits, licenses, and certificates of compliance have long expired? Are you struggling to keep your regulatory permits and licenses up to date because of work overload? SHEQXEL Legislation Tracker keeps things simple for you by tracking all your regulatory permits with graphical displays. It keeps a log of regulatory permits, licenses, and certificates and tracks validity periods to ensure you have absolute control of your legal and regulatory permits by avoiding oversights, delayed permit renewals, and associated costs from expired permits. This tool gives the status of every regulatory permit with good signals of whether the permit is; valid if more than 45 days, expiring soon if less than 45 days or has expired after the last valid day. More

Lifting Gear Register

Those in charge of lifting accessories are supposed to have absolute control of these delegate lifting appliances, ensure they are regularly inspected, certificates renewed and those not fit for purposes quarantined. This process must be streamlined by a lifting gear register. SHEQXEL is presents this lifting gear register in the most effective format for capturing details of lifting gears at your workplace and enables you to track their valid days until the next recertification. With graphical display and reminders of validity status, users can ensure absolute control overuse and comply with LOLER 98. It is important to monitor your lifting accessories and remove from service those which have failed inspection. More

Equipment Calibration Tracker

All measuring equipment must be calibrated to ensure they continue to produce valid results as intended. A calibration tracker supports this important quality requirement. SHEQXEL Equipment Calibration tracker enables users to keep a log of all measuring equipment that requires calibration, keep details of their calibration certificates and monitor their validity periods to ensure they continue to stay within valid calibration dates and produce valid intended results or are removed from service when they fail calibration test. More

Fire Extinguisher Register

How well do you manage your fire extinguishers? SHEQXEL Fire Extinguisher register is the tool you need for managing your handheld fire extinguishers and to keep them suitable for use and valid within servicing dates. This comes with graphical displays to visually prompt users on how many valid days are left for extinguishers to expire or days extinguishers have expired. Users are also able to have an overview of the exact locations of extinguishers, types of fire extinguishers, and the sizes being used at their workplaces. More

Vehicle Driving License Tracker

If you have responsibility for fleets of vehicles and driver management, then you need a system for tracking vehicle driving licenses to ensure they are within valid statutory dates. SHEQXEL Vehicle Driving License Tracker is a simple tool transport managers can use for monitoring the validity of driving licenses of their mobile equipment operators as part of the system of maintaining safe workplace transport. This tracker helps users to demonstrate that they perform good assurance activity on driver competence. More

Equipment Register

All organizations must have control over their work equipment. SHEQXEL makes this possible through its Equipment Register. This is a simple tool for keeping a database of all workplace equipment to ensure adequate control. It captures details like; the name of equipment; date of purchasing; date of putting into service; location physical condition; service provider’s name; contact number and details; frequency of maintenance; date of previous maintenance; date of next scheduled maintenance; with advance excel functions integrated to automate entries and to monitor maintenance schedules with graphical updates. Organizations must maintain an equipment register as a first step of implementing a robust quality management system for their equipment. More

HSE KPI Dashboard Template I

HSE key performance indicators are a set of activities performed to drive and measure the performance of the EHS management system. Key performance indicators can be categorized under lagging and leading indicators, where lagging indicators measure the failures of the management system hence suitable for measuring performance from the rearview mirror while leading indicators are forward-looking indicators used to measure the successes of the management system towards continual improvement. This HSE KPI Dashboard Template I is pre-built with a set of leading and lagging indicators ranging from internal audits, workplace inspections, environmental inspections, chemical inspections, safety observations, hazard hunts among others, but also offers an opportunity for users to also populate their key performance indicators. More

HSE KPI Dashboard Template II

The HSE KPI Dashboard Template II is pre-built with a set of lagging indicators with focus on injury to the body hence looks at various body parts for injuries and then injury frequency rates. The leading indicators comprise observations, unsafe acts, unsafe conditions, safety walkthroughs, safety inspections and, safety observations with their targets. The template also offers an opportunity for users to populate their key performance indicators. More

HSE KPI Dashboard Template III

The HSE KPI Dashboard Template III is pre-built with a set of leading indicators such as permit to work, permit to work audit, risk assessment, and toolbox talks for ensuring control of work; observations, unsafe acts, stop the job, and management visits for improving behavior-based safety; and then internal audit, external audit, vendor verification and management review, including actions opened and closed for ensuring continual improvement. The template also offers an opportunity for users to populate their key performance indicators. More

HSE KPI Dashboard Template IV

The HSE KPI Dashboard Template IV is part of the series of templates for measuring HSE KPIs available for free download. This tool is designed to track incident rates, incident frequency by job positions, and incident by gender. It also offers an opportunity for users to populate their key performance indicators. More

Safety Assurance KPI Template

Safety assurance is the systematic evaluation and ongoing monitoring of the safety management system to guarantee safety at the workplace. Safety Assurance activities include internal audits, external audits, workplace inspections, environmental inspections, chemical inspections, safety walkthroughs, hazard hunts among others. This template is designed to record counts of 10 assurance KPIs and their yearly targets to produce trends and progress towards targets. The template is an extract from the SHEQXEL HSE Performance Monitoring Tool which has over 40 proactive KPIs. As an extract, there is no effort required inputting data hence very useful for showing quick trends of the 10 assurance KPIs. More

Workplace Inspection Dashboard Template

SHEQXEL Workplace Inspection Dashboard Template is a simple template for recording the number of inspections with a graphical display of actual trends against yearly targets for 3 sites. This template is an extract from the SHEQXEL Performance Monitoring Tool which has over 40 proactive KPIs. As an extract, there is no effort required in updating data hence very useful for showing quick inspection trends. More

KPI Dashboard Template

SHEQXEL KPI Dashboard Template is a simple template designed for users to record their KPIs and visualize progress made against set targets and with trend lines for users to view their KPI trends. Users can provide their own KPIs and edit to account for only 5 KPIs. More

Progress Chart Widgets

SHEQXEL Progress Chart Widgets is a set of 5 simple templates designed for recording KPIs and visualizing progress made toward set targets. The widgets can be edited by users to account for only 4 KPIs. More

Monitoring KPI Template

SHEQXEL Monitoring KPI Template is a simple template for recording and analyzing proactive monitoring KPIs. This template is designed to capture only four proactive monitoring KPIs such as safety inspections, safety walkthroughs, hazard hunts, and stop the jobs at the workplace. This template is an extract from the SHEQXEL Performance Monitoring Tool which has over 40 proactive KPIs. As an extract, there is no effort required inputting data hence very useful for showing quick trends of the 4 KPIs. More

BBS Participation Dashboard Template I

SHEQXEL BBS Participation Dashboard Template I is a simple template for quick recording of daily personnel on-site and daily observation cards for quick determination of an organization’s behavior-based safety program participation rate. The template is designed to record card participation for 4 sites. Users are free to remove 3 sites to keep it simple for a single site. This tool is an extract from the SHEQXEL HSE Performance Monitoring Tool. More

BBS Participation Dashboard Template II

SHEQXEL BBS Participation Dashboard Template II is a simple template for quick recording of daily personnel on-site and daily observation cards for quick determination of an organization’s behavior-based safety program participation rate. The template is designed to record card participation for 4 sites. Users are free to remove 3 sites to keep it simple for a single site. This tool is an extract from the SHEQXEL HSE Performance Monitoring Tool. More

Emergency Evacuation Plan

Are you looking for how to design an emergency evacuation plan for your organization? You don’t need any complex software to design this. Microsoft Excel makes it very easy to do. SHEQXEL Emergency Evacuation Plan is a simple template for designing emergency evacuation plans using Microsoft excel as a quick and easy approach to design workplace layout and show locations of exit routes, exit points, fire call points, fire extinguishers, and the muster point. More

Man-hours Milestone Tracker

Most companies set milestones around lagging indicators where they celebrate, e.g 1000 days free from incidents or safe man-hours hitting a set target without an LTI or recordable incidents, e.g. 1,000,000 man-hours without an LTI. If your focus is on the latter as a measure of success achieved, then this tool makes it much easier to track such such milestones. Users can record their man-hours and incidents to track set milestones.

The tool would automatically reset man-hours to zero if a recordable incident is recorded. Users can keep a close eye on their safe man-hours towards the next safety milestone and celebration.

The tool comes with a dashboard to show a visual summary of safe man-hours compared against three (3) set of milestones for every incident that occurs, with the goal of hitting the three (3) milestones overtime if no incident is recorded. This tool can be simplified for one company or extended for more contractors to track man-hours and milestones achieved by all for HSE celebration and awards. More

Employee Performance Appraisal Tool

This is a simple template for conducting appraisal of employee performance based on the KPIs set by their superiors to ascertain an employee’s technical and behavioral competence for the purpose of competence development to improve health and safety at the workplace. The template has the employee appraisal form, appraisal summary report, dashboard and action plan for driving improvement actions on employees. The template will help users to fulfill the CHECK and ACT aspect of the Deming Cycle for employee recruitment and selection and employee competency and training processes to ensure employee competence is continually improved for an effective health, safety, environment and quality management system. More

HSE Performance Monitoring Tool – Lite Version

This is the lite version of the SHEQXEL HSE Performance Monitoring Tool Manager and Officer Version for simplicity of data gathering and analysis based on 26 leading indicators and 12 lagging Indicators to generate HSE Performance Reports. It has 5 main features, i.e., the Source Data Sheet, HSE Statistics, HSE Report Template, dashboard,  and various reports (pivot tables and charts). This is strictly for those who want to keep things simple. Users can customize themselves by adding more KPIs or can simply request for a customization service for a quick fix. More

Health and Safety Gap Analysis Tool

This is a template with precise set of questions on the relevant management system standard criteria on policy and organization, health and safety training, risk assessment, monitoring, work equipment, accident reporting, fire and emergency, contractor control, site inspection, occupational health, and claim defensibility to identify gaps in an existing Health and Safety Management System. The tool comes with a gap analysis checklist, the scoring criteria, a gap analysis summary report, and a dashboard with a relevant report on the gap analysis result. The template will help users to review and analyze the current state of a health and safety management system against the standard criteria to implement improvement actions needed for an adequate management system. More

ISO 45001 Gap Analysis Tool

This is a template with precise set of questions on the relevant clauses and sub-clauses of the ISO 45001 standard to identify gaps in an existing Occupational Health and Safety Management System. The tool comes with gap analysis checklist, the scoring criteria, gap analysis summary report, and a dashboard with relevant report on the gap analysis result. The template will help users to review and analyze the current state of a health and safety management system against the ISO 45001 standard for improvement actions needed to meet the requirements of the standard. More

ISO 9001 Gap Analysis Tool

This is a template with precise set of questions on the relevant clauses and sub-clauses of the ISO 9001 standard to identify gaps in an existing Quality Management System. The tool comes with a gap analysis checklist, the scoring criteria, a gap analysis summary report, and a dashboard with a relevant report on the gap analysis result. The template will help users to review and analyze the current state of a quality management system against the ISO 9001 standard for improvement actions needed to meet the requirements of the standard. More

ISO 14001 Gap Analysis Tool

This is a template with precise set of questions on the relevant clauses and sub-clauses of the ISO 14001 standard to identify gaps in an existing Environmental Management System. The tool comes with a gap analysis checklist, the scoring criteria, a gap analysis summary report, and a dashboard with a relevant report on the gap analysis result. The template will help users to review and analyze the current state of an environmental management system against the ISO 14001 standard for improvement actions needed to meet the requirements of the standard. More

Master Customer Satisfaction Survey Log

This is the master version of SHEQXEL Customer Satisfaction Survey Tool designed for logging scores from multiple customer satisfaction surveys to estimate overall customer satisfaction to improve the quality of service delivery and performance of an organization. The master version will help you to keep a master database of scores while customers use the Customer Satisfaction Survey Tool to populate individual responses to a set of questions to generate scores, which can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization measures customer satisfaction as a quality KPI. More

Master Drill Evaluation Log

This is the master version of SHEQXEL Drill Evaluation Tool designed for logging scores from multiple fire evacuation drills to estimate overall score across an organization as pertaining to the various elements of an effective fire evacuation drill. The master version will help you to keep a master database of scores while using the Drill Evaluation Tool to generate scores specific to locations, which can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization evaluates fire drills to measure emergency preparedness and response or fire drills as a safety KPI. More

Master Employee Performance Appraisal Log

This is the master version of SHEQXEL Employee Performance Appraisal Tool designed for logging the performance scores from multiple employee appraisals to estimate the overall performance of employees to improve the quality of human resources within a department and the organization at large. The master version will help you keep a master database of scores while employees use the Employee Performance Appraisal Tool to populate individual responses to a set of KPIs to generate scores, which can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization measures employee performance as an important safety and quality KPI. More

Master Ergonomic Self Assessment Log

This is the master version of SHEQXEL Ergonomic Self-Assessment Tool designed for logging scores from multiple ergonomic self-assessments to estimate the overall score of employees comfort as regards their workstation and other elements of work. The master version will help you to keep a master database of scores while workers self-assess their own workstation comfort by using the ergonomic self-assessment tool to respond to a set of questions to generate scores that can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization measures workstation comfort as a safety KPI. More

Master Qualitative Workplace Assessment Log

This is the master version of SHEQXEL Qualitative Workplace Assessment Tool designed for logging multiple surveys on employees about their exposure to workplace hazards such as physical conditions, chemicals hazards, ergonomic hazards, psychosocial hazards, and others that affect their welfare, health, and wellbeing at work to initiate improvement actions. The master version will help you to keep a master database of scores while workers use the Qualitative Workplace Assessment Tool to populate individual responses to a set of questions to generate scores which can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization measures workplace comfort as a safety KPI. More

Master Training Evaluation Log

This is the master version of SHEQXEL Training Evaluation Tool designed for logging multiple evaluations and reporting overall feedback on the quality of training delivery for the purpose of training the entire organization. The master version will help you to keep a master database of scores while workers provide their own feedback on training using the Training Evaluation Tool to generate scores, which can be collated on a separate database. Both tools will help you to keep documentary evidence and demonstrate how your organization evaluates training to measure training performance as a safety KPI. More

Stakeholder Engagement Tool

This is a simple template for assessing EHS stakeholder’s dispositions; developing stakeholder engagement plan; and logging meetings with stakeholders to demonstrate how an organization is engaging with its stakeholders to meet their quality, health, safety and environmental needs. More

Project Implementation Schedule (Gantt Chart)

This is a simple template for planning tasks, persons responsible, and tracking project progress over a set timeline. The template can be applied to the ISO management system implementation schedule and other general consultancy services to demonstrate the status of project tasks within a set timeline. This template can be used to outline key activities like risk assessments, safety audits, and training sessions; monitor schedules for certifications, inspections, and regulatory compliance requirements; identify who is responsible for each task and ensure adequate resources (time, personnel, or equipment) are assigned; keep track of the completion status of safety initiatives or hazard rectifications; and ensure alignment between safety officers, contractors, and employees involved in implementing health and safety measures. More

Why Microsoft Excel solutions?

Microsoft Excel is still essential in today’s world of business and, most importantly, in health and safety management. Many web-based EHS software companies are quick to downplay Microsoft Excel simply because, for decades, no platform has made the best use of Microsoft Excel for health and safety reporting like we have done. Previously, health and safety dashboard templates were developed by people who were not safety professionals and barely had any in-depth understanding of health and safety. This has come to an end since we came. Now, rest assured that we’ve got you covered.

At SHEQXEl, you would not go wrong with our templates. We have over 10 years of experience practicing health and safety and applying Microsoft Excel, and 5 years of developing templates. We combine experience, health and safety theory, international best practices and user ergonomics in developing our templates. We also affirm that health and safety is not all about numbers; as a result, we develop templates that make use of qualitative data in addition to quantitative data to cover the entire scope of HSE data analytics.

If you are a health and safety practitioner and you are not conversant with Microsoft Excel, no need to worry; using SHEQXEL tools inadvertently introduces you to all the essential excel functions to make you perfect in no time. With constant practice and our constant support, we can guarantee that you will advance your skill in no time. All SHEQXEL tools come with passwords to enable master users to customize the tools after purchase.

We also offer free custom services to meet client-specific requirements. With our deep HSE insight, we can customize your tools to integrate with your company-specific KPIs to produce the full scope of the HSE reporting tool you need for your daily safety administration. We can help you to achieve your personal goal of making your HSE job easier and your ultimate goal of zero workplace accidents. We also support in terms of training on all our tools and can act as an outsourced department to your outfit or you as an individual.

We hope you find our tools beneficial. We are committed to providing value for money and are happy to give our cherished customers a 30-day money-back guarantee.

Sel 💫 at SHEQXEL. Connect with Sel 💫 on LinkedIn

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