Annual Plan for Statutory Mandatory Training — Sample Included
An Excel workbook that shows which statutory mandatory training your company must provide, based on your number of regular employees, industry, retirement benefit plan and other details, and maps it onto a twelve-month calendar. It also explains how to handle employees who join or leave after the training date.
- FormatExcel (.xlsx) — swap in your company name and numbers and it’s ready to use
- What's insideA blank template + a worked example filled in for a fictional company
- How to get itEnter your company, name, and email for an instant download plus a copy by email
- CostFree
View larger ⤢Sample entry · ①Example (Hanbit Precision)
What’s in this document
- Automatically shows the training that applies to your company size
- Monthly operations calendar (with filled-in example)
- Workflow for hires, leavers, and employees on leave
- Records for each training and an inspection-readiness checklist
How to use it
- First, select your conditions on the 'Training Required for Your Company' sheet. Planning training that doesn’t apply to you wastes budget and time.
- Schedule the regular sessions together in early H1 (February–March), and add make-up sessions each quarter for employees who join after the training date, so no one is left with incomplete training.
- Regular workplace safety training is counted in hours per half-year, so spreading it across the months is easier on the shop floor.
- Put each session’s sign-in sheet, materials, and photos straight into a per-session folder, and you won’t lose time hunting for them during a government inspection.
- These are general criteria. At the start of each year, recheck them against the underlying laws and the diagnostic tool.
Sample entries — view as a table
Part of the worked example, built for a fictional company (Hanbit Precision Co., an auto parts manufacturer with 280 employees), is shown below as a table. The file contains the blank template and the full example. The amounts and figures in the example are illustrative assumptions.
① Example (Hanbit Precision)
| No | Question | Input | Help |
|---|---|---|---|
| 1 | Regular employees (headcount) | 280 | This is the average headcount including regular, contract, and part-time employees. The thresholds are 5, 10, and 50. |
| 2 | Are the employer and all employees the same gender? | No | Answer Yes if all employees are male or all are female. This changes how sexual harassment prevention training is delivered. |
| 3 | Are all of your employees office workers? | No | If even one person works in production, on-site, sales, driving, or logistics, answer 'No'. |
| 4 | Industry | General industries such as manufacturing, construction, and transportation | This grouping determines the exclusions in Appendix 1 of the Enforcement Decree of the Occupational Safety and Health Act. If unsure, check the underlying statute. |
| 5 | Were there no industrial accidents last year? | No | If 'Yes' (no accidents), you may exempt up to 50% of the next year's regular training hours for workers. |
| 6 | Do you have supervisors? | Yes | People designated to direct and supervise work, such as production or site department heads, foremen, and team leaders. |
| 7 | Number of supervisors | 32 | Supervisors take 16 hours of supervisor training a year instead of the regular employee training. |
| 8 | Do you have hazardous or dangerous work that requires special training? | Yes | Forklifts, cranes, welding, presses, confined spaces, etc. (work listed in Annex 5 of the Enforcement Rule of the Occupational Safety and Health Act). |
Check the file for the auto-calculated cells (formulas).
② Example (Hanbit Precision, 2027)
| Training | Audience and group size | January | February | March | April | May | June | July | August | September | October | November | December | Regular | Make-up | Method | Owner |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This month’s to-dos (recommended) | Owner | Finalize the annual plan, select providers (content), and organize last year’s records | Run the once-a-year subjects in one block (in a low-hiring month) and close out the completion roster | New-hire make-up (peak intake) · check progress on H1 safety training | First reminder to non-completers · request retirement pension training | Check progress on supervisor and special training | H1 regular industrial safety training deadline (30 Jun) | Re-check the second-half plan · cover first-half hires | Summer holiday season — mostly online; announce the second-half schedule | H2 new-hire make-up training and H2 safety training check | Second reminder to non-completers | Final make-up session for annual non-completers | Close out H2 workplace safety (31 Dec), registers, records, and next year’s plan | ||||
| Workplace Sexual Harassment Prevention Training | CEO + all employees 280 | ● 17 Feb online | ◐ March hires | ◐ April–May hires | ◐ July–August hires | ◐ Final make-up | ★ Completion-rate deadline | Online recorded (LMS) | Seoyeon Lee | ||||||||
| Disability awareness training | CEO + all employees 280 | ● 17 Feb online | ◐ March hires | ◐ April–May hires | ◐ July–August hires | ◐ Final make-up | ★ Completion-rate deadline | Online (KOSHA expert instructor) | Seoyeon Lee | ||||||||
| Workplace harassment prevention (recommended) | All employees 280 | ● 17 Feb online | ◐ Final make-up | Online (recorded) | Seoyeon Lee | ||||||||||||
| Personal Information Protection Training | Handler 22 | ● 17 Feb online | ◐ New handlers | Online (recorded) | Seoyeon Lee | ||||||||||||
| Retirement pension participant training | 265 DC plan members | ● Outsourced to a provider | ◐ New enrollees | Financial institution online | Management Support | ||||||||||||
| Regular workplace safety (office staff) | Office staff 90 | ● 3h online | ● 3h in person | ● 3h online | ● 3h in person | Online + in-house classroom | Seoyeon Lee | ||||||||||
| Regular workplace safety (non-office staff) | Production staff 190 | ● 2h | ● 2h | ● 2h | ● 2h | ● 2h | ● 2h | ● 2h | ● 4h | ● 2h | ● 2h | ● 2h | On-site sessions (by shift) | Production Team 1 Lead |
Check the file for the auto-calculated cells (formulas).
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FAQ
Is workplace harassment prevention training also legally mandatory?
What about employees who join after the training date?
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※ The mandatory training standards and amounts shown are general guidelines and illustrative assumptions to help you draft. They vary by industry and company size, so check the underlying laws and your company policy.
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