ELVINA · TEMPLATE
A Harassment Training Checklist With a Record for Each Employee
A harassment training checklist tracks which harassment prevention course each employee needs, when it is due, when they finished it and where the proof is kept. It is for owners and office managers who run training without an HR team.

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- Ready-made programs to start from: available now
- Reminders before a due date: planned, not available today
- Answers in chat: planned, not available today
Workplace Conduct Training With a Record
A harassment training checklist is a row per employee showing which harassment prevention course they need, the due date, the completion date and where the proof is stored. Owners and office managers without an HR team keep it, while your state agency or a lawyer decides which course and records the law requires. Elvina fills a sample row for a role you name, with state rules as placeholders, and a lesson and a job aid on your own policy and reporting steps are available now, while reminders before due dates are planned, not available today.
It organizes the records; the course itself has to meet any rules your state sets.
What happens on the free demo
- Book 30 minutes. Pick a time with Elvina's team. The demo is free and runs on Zoom.
- Show the team your goal. Bring one role or one procedure. The team shows how Elvina would handle it, using sample materials.
- Agree on the next step. You leave with a plan for the first step and its price. Nothing reaches your team until you approve it.
When to use it
Start a row for each employee at hire, and again when someone becomes a supervisor. The EEOC's harassment page names training for managers and employees as one way to prevent harassment. The page also lists a complaint process and prompt action on complaints. A notice on that page says its content is under review (checked October 2, 2026). Some states set training rules in law, so check your state's civil rights or labor agency before you fill in due dates.
How to fill it out
Begin with the empty CSV checklist on this page and give each employee a row. The filled row follows a fictional event venue in California that hires seasonal banquet staff. California's Civil Rights Department says employers with five or more employees must train supervisors for two hours and other staff for one hour every two years. Its employer FAQ gives staff hired for under six months a shorter deadline: 30 calendar days or 100 hours worked, whichever comes first. The sample row uses that rule.
- Employee and role: name, job and whether they supervise others.
- Work state: rules differ by state.
- Hire or promotion date: when the deadline clock starts.
- Course and provider: the course that meets your state's rules.
- Due by: the deadline for this person.
- Completed and record saved: the date, and where the certificate or sign-in sheet is kept.
- Policy signed and next due: when they signed your written policy, and when the course repeats.
| Employee and role | Work state | Hire or promotion date | Course and provider | Due by | Completed and record saved | Policy signed | Next due |
|---|---|---|---|---|---|---|---|
| Riley, banquet server, not a supervisor | California | June 2, seasonal hire | State online course for staff who do not supervise | Within 30 calendar days of hire or 100 hours worked, whichever comes first: the California rule for hires under six months (CRD employer FAQ, seasonal and temporary staff) | June 12; certificate saved in the personnel file | June 2 | Two years after completion (California) |
| Employee and role | Work state | Hire or promotion date | Course and provider | Due by | Completed and record saved | Policy signed | Next due |
|---|---|---|---|---|---|---|---|
Download the blank template: CSV · Markdown (.md) · Word (.docx)
How to read the result
Sort by the due-by column: any row past its date with no completion comes first. Then check that each completion has the record your state asks for. California's FAQ, dated October 2025, lists names, dates, sign-in sheets or certificates, the type of training, the materials and the provider. The FAQ says to keep them for at least two years.
Where a person decides
The owner or office manager decides which course meets your state's rules, who takes it and when. Your state agency or a lawyer answers anything unclear. This checklist helps organize training and records, but it does not replace the required course, any certification or legal advice, and Elvina does not issue certificates. California's FAQ also says the course must be interactive, not text to read. For your own policy and reporting steps, Creation Studio drafts a short lesson and a job aid on whom to tell, available now, and a manager approves them before release. Reminders to staff who have not finished by a due date are planned, not available today.
Sources
Public sources, checked on the date shown.
- EEOC harassment page: employers can prevent harassment with a complaint process, anti-harassment training for managers and employees, and prompt action on complaints. Source: https://www.eeoc.gov/harassment (checked 2026-10-02).
- California CRD employer FAQ: one hour for staff, two for supervisors, every two years; hires under six months within 30 calendar days or 100 hours. Source: https://calcivilrights.ca.gov/wp-content/uploads/sites/32/2022/11/Sexual-Harassment-Prevention-Training-For-Employers-FAQ_ENG.pdf (checked 2026-10-02).
Who this is not for, and when another tool fits
This is not the right fit if
- You need the harassment prevention course your state requires.
- You want to know what your state requires; your state agency or a lawyer answers that.
- You want Elvina to handle or investigate a complaint, or to issue certificates.
Another kind of tool may fit better
- A course your state accepts, such as one offered by your state agency, for the required training.
- An employment lawyer or HR advisor, for your policy and how complaints are handled.
Questions people ask
CHECK IT YOURSELF
Two things you can check on this site
- See a sample on the demo. Book a demo with my team
- Every lesson, plan and quiz stays a draft until you approve it. Check the approval step in the chat
Checked .
THE ROLE YOU START WITH
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