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Stress risk assessment template
For managers and teams reviewing work-related stress risks. Record team and evidence, work design and implementation and review. Try the form below, see every question or download a blank PDF or Word copy.
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What should a work-related stress assessment consider?
HSE’s Management Standards cover demands, control, support, relationships, role and change. Employers must assess work-related stress risks and act on them. The approach involves employee discussion and practical improvements to work design.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE Management Standards for work-related stress and HSE work-related stress workbook.
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Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
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Want to see one filled in? See a completed work-related stress assessment report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the work-related stress assessment on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the work-related stress assessment template
A work-related stress assessment with team consultation, six work-design areas, evidence, organisational controls and a documented review of actions. 5 sections and 30 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is an organisational risk record, not a clinical questionnaire or diagnosis. Use aggregated evidence where possible and keep sensitive individual matters in appropriately restricted processes.
- CheckHSE’s Management Standards cover demands, control, support, relationships, role and change. Employers must assess work-related stress risks and act on them. The approach involves employee discussion and practical improvements to work design.
Team and evidence
- Team or work group*Short answer
- Work activities and recent changes*Notes
- How workers and representatives were consulted*Notes
- Aggregated survey, absence or workload evidence referencesShort answer
Work design
- Work-design factorRepeat for each work-design factor. Each one asks:
- Area*Choose one
- Demands
- Control
- Support
- Relationships
- Role
- Change
- Evidence and people affected*Notes
- Current arrangementsNotes
- Proposed organisational improvement*Notes
- Accountable manager*Short answer
Implementation and review
- Agreed priorities and resources*Notes
- How changes are explained to workersNotes
Describe how the team will hear the decisions and comment on whether changes help. Keep individual health information out of a team record.
- Review dateDate
- How improvement will be checkedNotes
- Route for confidential individual supportNotes
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is an organisational risk record, not a clinical questionnaire or diagnosis. Use aggregated evidence where possible and keep sensitive individual matters in appropriately restricted processes.
What a useful entry looks like
How changes are explained to workers
Describe how the team will hear the decisions and comment on whether changes help. Keep individual health information out of a team record.
Team briefing will explain the revised workload allocation. Anonymous feedback will be reviewed after the next rota cycle by the department manager.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed work-related stress assessment report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Work-related Stress Assessment FAQs
How should I record “How changes are explained to workers”?
Describe how the team will hear the decisions and comment on whether changes help. Keep individual health information out of a team record.
Does it give a stress score?
No. It records work-design evidence and actions, without assigning a medical score.
Can this replace worker consultation?
No. Record how workers and their representatives contributed and how findings were discussed.
What makes an action useful?
State the specific work change, accountable person and review evidence. Individual resilience training alone does not address an unresolved organisational cause.
What are the limits of this template?
This is an organisational risk record, not a clinical questionnaire or diagnosis. Use aggregated evidence where possible and keep sensitive individual matters in appropriately restricted processes.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
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