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Workplace risk assessment workbook with hazard log, risk scoring matrix, action plan, and summary charts. Adapt to your local health and safety law.
| A | B | C | D | |
|---|---|---|---|---|
| 1 | Hazard | Likelihood | Severity of harm | Risk assessment |
| 2 | Hot surfaces | Medium | Major | 12 |
| 3 | Sharp knives | High | Medium | 10 |
| 4 | Slippery floors | Medium | Medium | 8 |
| 5 | Heavy loads | High | Major | 14 |
| 6 | Screen work | Very high | Minor | 6 |
| 7 | Noise | Medium | Medium | 8 |
| 8 | Chemical fumes | Low | Severe | 9 |
| 9 | Work-related stress | High | Major | 14 |
A risk assessment is the systematic process of identifying workplace hazards, judging who could be harmed, and putting controls in place. It is a core employer duty—not optional paperwork for "office only" businesses.
A risk assessment template gives you worksheets for hazards, ratings, and actions so you do not start from a blank page. Excel is popular because you can filter, sort, and update rows when layouts or equipment change.
OSHA’s General Duty Clause requires a workplace free from recognised hazards. Many standards (e.g. hazard communication, personal protective equipment, recordkeeping) assume you identify risks and train staff. Written programmes are expected in several contexts even when a single federal "risk assessment form" is not mandated for every employer.
Under the Management of Health and Safety at Work Regulations 1999, employers must make a suitable and sufficient assessment of risks and record significant findings where five or more people are employed (good practice for smaller teams too).
Who needs this: Any employer with staff—including hospitality, retail, care, and trades. Pair safety planning with our compliance checklist template for wage-and-hour and privacy reviews.
Operating in Germany? German occupational safety law requires a documented workplace risk assessment (local term: Gefaehrdungsbeurteilung)—similar in purpose to US/UK assessments but with different legal references; involve your safety specialist for Germany-specific wording.
Employers must assess work activities and implement controls before harm occurs—not only after an accident.
Who carries it out? The employer, a competent manager, or an occupational safety professional. Specialist rules apply for chemicals, biological agents, or high-risk sectors (construction, manufacturing)—add expert input where needed.
| Topic | United States (OSHA-focused) | United Kingdom (HSE-focused) |
|---|---|---|
| Core duty | Provide a safe workplace; comply with applicable OSHA standards | Suitable and sufficient risk assessment; general duties under HSWA 1974 |
| Documentation | Written programmes where standards require; injury/illness logs (Form 300 series) for many employers | Record significant findings (recommended for all sizes) |
| Controls | Hierarchy: elimination, engineering, administrative, PPE | Same hierarchy; involve employees in assessments |
| Review | When processes, equipment, or incidents change | Regular review and after significant change |
The template does not need to be perfect—it must be understandable and acted upon. After an incident or OSHA/HSE inspection, auditors ask whether hazards were identified and controls implemented.
With the risk assessment template, work through these steps (aligned with common OSHA and HSE guidance):
The Ordio Excel template includes sheets for hazards, ratings, measures, and a summary so you meet documentation expectations in one file.
Risk rating is the heart of the assessment: combine likelihood and severity into a priority score. High scores need urgent controls; lower scores may need monitoring.
Hierarchy of controls: Engineering fixes (guards, ventilation) and safe procedures beat relying on PPE alone. The template helps you log each measure, responsible person, and review date.
Typical hazards in hospitality and retail: wet floors, knives and slicers, manual handling, workplace violence, heat, and fatigue from long shifts. In care: patient handling, sharps, infection control, and shift work. Add site-specific rows (delivery bays, fryers, lone closing shifts).
Occupational safety sits alongside scheduling and time tracking: fair rotas and rest breaks support both US wage-and-hour compliance and UK working-time rules, while the risk assessment addresses physical and psychosocial harm.
The Ordio risk assessment template is a free Excel workbook with instructions, hazard lists, risk matrix, action plan, and summary. Download, customise for your site, and keep a version dated for each review cycle.
You document hazards, scores, and controls in one place—useful for leadership briefings, insurers, or safety committees.
Legal notice: This template is planning support, not a substitute for qualified safety advice. Chemical, construction, or healthcare settings may need specialist assessments under OSHA or UK COSHH/other regulations. Consult OSHA resources, HSE guidance, or a certified safety professional when unsure.
Ideal for: SMEs with roughly 1-50 employees building a first assessment or refreshing an outdated file. Combine with the compliance checklist template for a broader internal audit. For day-to-day operations, Ordio time tracking and scheduling help you run safer, predictable shifts.
Automatic checks support compliant HR workflows
Rest periods, breaks, and max hours monitored automatically
Records created automatically and stored in a GDPR-aligned way
Get alerts before issues turn into violations
Spend less time on manual compliance checks
Discover more free Excel templates for workforce planning, scheduling, and HR.
In the US, employers must provide a workplace free of recognised hazards under OSHA's general duty clause and related standards; in the UK, employers must assess risks and act under the Health and Safety at Work etc. Act, usually documented for HSE. The responsible person is typically the employer or a competent appointee. The Ordio Excel template structures hazards, ratings, and controls.
Before work starts in a new role or location, and whenever processes, equipment, or staffing change materially. US OSHA programmes expect hazard identification for covered workplaces; UK law requires suitable and sufficient risk assessment before exposure. Update after incidents or near misses.
Review regularly—many US and UK businesses reassess at least annually and after significant change. OSHA inspections and UK HSE visits may ask for evidence that controls remain effective. The Ordio template supports versioned reviews and action tracking.
Common frameworks use five to seven steps: scope the activity, identify hazards, score risk, plan controls, implement, and verify. The Ordio Excel template mirrors this with sheets for hazards, assessment, and measures—aligned with US OSHA practice and UK HSE expectations, not German BGW wording.
DGUV is a German accident-insurance framework. This English template is for US OSHA-style and UK HSE-style risk assessments instead. Use it to document hazards and controls for American or British sites; consult local specialists for regulated substances or construction rules.
The employer or a competent person they appoint—such as a safety coordinator or external consultant. High-hazard work may need certified expertise under OSHA or UK regulations. Most SMEs can start with the structured Ordio template and escalate when legal or insurer requirements demand it.
The Ordio Excel template is free to download so you can document assessments in-house. External safety consultants Download by scope and industry. Many US and UK small businesses begin with a spreadsheet, then invest in advice for complex sites.
List work areas, identify hazards, rate likelihood and severity, assign controls and owners, and set review dates. The Ordio template provides ready-made sheets—download and adapt for your US or UK operation.
Common frameworks use steps such as identify hazards, assess risk, implement controls, record findings, and review. Exact wording varies by country and sector. This risk assessment template helps you document hazards, ratings, and actions in Excel or Google Sheets—check local OSH rules; this is not legal advice.
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