Free Employee Competency Assessment Checklist

Training completion is one thing. Whether someone can actually do the job is another.

This free competency checklist template gives managers a simple, structured way to verify skills on the job - across job knowledge, technical skills, and safety & compliance. It comes pre-loaded with role-relevant competencies for retail, hospitality, logistics & delivery, field services, and construction, with industry tabs you can edit to match your team.

What's inside the template

• An employee skills assessment template built around a three-point rating (Yes / Partial / No) — clearer than a tick box, simpler than a 5-point scale
• Industry tabs with pre-set competencies you can edit, including sub-verticals (e.g., retail home furnishings, retail pet store, QSR, last-mile delivery, telecoms engineering)
• A staff self-assessment view — duplicate any tab and let employees rate themselves before their manager review
• Sign-off block for assessor, employee and date — for record-keeping and audit
• Notes column for evidence, examples and follow-up actions
• Available as a free competency checklist PDF and editable Excel / Google Sheets version

Who's it for?

Frontline operations, L&D and people leaders running competency checks for store staff, drivers, riders, engineers, site crews and hospitality teams.