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Psychosocial Risk Assessment Template

Regulators have drawn a line that many organisations have not yet crossed: psychosocial risk is a technical safety discipline, not a human resources or culture matter. That means hazard identification, risk assessment, the hierarchy of controls and monitoring, exactly as for a machine or a chemical.

KnowHealthAssessmentHLT-023Pinned in navigation44 fields across 4 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45003, CSA Z1003
Workspace
KnowHealth
Form type
Assessment
Australia
Enforceable in every jurisdiction since Dec 2025
Controls
Redesign work before offering support

The short version

  • As of 1 December 2025 enforceable psychosocial hazard duties apply across all Australian jurisdictions, with Victoria's regulations commencing without transitional provisions.
  • New South Wales went further: the WHS Regulation 2025 explicitly requires the hierarchy of controls to be applied to psychosocial risk, a departure from the model regulations which excluded it.
  • From 1 July 2026 section 26A of the NSW WHS Act requires PCBUs to comply with an approved Code of Practice or demonstrate an equivalent or higher standard, converting codes from guidance into a compliance benchmark.
  • Controls must address the hazard itself. Offering counselling or a wellbeing app while leaving excessive demands unchanged does not satisfy a hierarchy-of-controls duty.
  • ISO 45003 is voluntary guidance with no certification, and functions as the recognised method for demonstrating that reasonably practicable steps were taken.
  • Analyse by team. Psychosocial risk varies enormously between teams under identical policies, and an organisation-wide average conceals the department that needs action.

What this is

What is a psychosocial hazard?

What is a psychosocial hazard?

An aspect of work design, work organisation, management or interpersonal interaction with the potential to cause psychological or physical harm. Recognised categories include high job demands, low job control, poor support, inadequate role clarity, poor change management, remote or isolated work, bullying, harassment, aggression and exposure to traumatic material.

Is psychosocial risk assessment a legal requirement?

In Australia, yes and explicitly. Enforceable psychosocial hazard obligations now apply in every state and territory, completed on 1 December 2025 when Victoria's Occupational Health and Safety (Psychological Health) Regulations 2025 took effect with no transitional provisions. Elsewhere the duty arises through general risk assessment obligations, which regulators interpret as covering work-related stress and psychosocial conditions.

Scope

When is a psychosocial risk assessment required?

This assessment addresses work-related psychosocial hazards. It is not a clinical instrument and it is not an engagement survey.

Use this template when

  • Systematic assessment of the recognised psychosocial hazard categories, at team level
  • Following organisational change, restructure, staffing reduction or a shift in workload
  • After a psychological injury claim, grievance pattern, or spike in absence or turnover in a team
  • Roles with exposure to trauma, aggression, distressing material or remote and isolated work
  • Where consultation or reporting indicates that demands, control or support have deteriorated

Do not use it for

  • Employee engagement surveys, which measure satisfaction rather than assessing hazard and risk
  • Individual clinical assessment, which is a health matter for occupational health rather than a risk assessment
  • The employee assistance programme, which is a support measure and not a control for a work design hazard
  • Grievance and disciplinary processes, which address specific conduct rather than systemic exposure
  • Wellbeing initiatives, which sit below the hierarchy and cannot substitute for higher controls

Compliance mapping

Which ISO 45003 requirements does this satisfy?

Psychosocial duties are explicit in Australia and implicit elsewhere, with an international guidance standard supplying the method.

ClauseRequirementWhere it lands
Model WHS RegulationsPCBUs to identify psychosocial hazards and eliminate or minimise risk so far as reasonably practicableHazards assessed
NSW WHS Regulation 2025Hierarchy of control measures explicitly applied to psychosocial risk, from August 2025Outcome
NSW WHS Act s.26AFrom 1 July 2026, comply with an approved Code of Practice or demonstrate an equivalent or higher standardHeader
Vic OHS (Psychological Health) Regs 2025Standalone psychosocial obligations from 1 December 2025, with no transitional provisionsHeader
ISO 45003Guidance on managing psychosocial risk within an OH&S management systemHazards assessed
ISO 45001 cl.6.1.2Hazard identification explicitly covering work organisation and social factorsSite specific factors
HSE Management StandardsSix domains: demands, control, support, relationships, role and change, with an assessment approachHazards assessed
OSHA General Duty ClauseUS route where a recognised psychosocial hazard such as violence is not otherwise regulatedHeader

What it does not cover

  • Engagement surveys, which measure how people feel rather than identifying hazards and assessing risk.
  • Clinical assessment of individuals, which is occupational health activity with its own confidentiality.
  • Employee assistance programmes, which are support rather than controls for a work design hazard.
  • Grievance and conduct processes, which handle specific incidents rather than systemic exposure.
  • Sexual and gender-based harassment prevention, which in Australia carries its own Code of Practice and proactive duties.

How to complete it

How to complete a psychosocial risk assessment, step by step

Assess the work, not the person, and at the level where the variation actually exists.

Assess by team, not by organisation

Psychosocial risk varies enormously between teams operating under identical policies, and the difference is usually local: the immediate manager, the workload, the roster. An organisation-wide average will look acceptable while one department is failing badly, and that department is precisely what the aggregate conceals.

Use the recognised hazard categories

Job demands, job control, support, role clarity, change management, remote or isolated work, bullying, harassment, aggression and violence, exposure to traumatic content, and reward and recognition. Assessing against a named list rather than asking open questions produces findings that can be compared, tracked and controlled.

Apply the hierarchy honestly

Can the demand be reduced, the work redesigned, the roster changed, the role clarified, the exposure limited? Record why each higher-order option was rejected before proposing training or support. Where the hierarchy is a regulatory requirement, that reasoning is the evidence, and where it is not, it is still what makes the assessment credible.

Assess the work, not the individual

Every recognised category describes a job characteristic rather than a personal one. Nobody needs to disclose a condition for the assessment to work, and framing it around the work is both more accurate and far less intrusive than asking people about their mental health.

What auditors find

Most common psychosocial risk assessment findings

Findings here concentrate on level of analysis and on the control decision.

FindingClauseWhat fixes it
Assessment conducted only at organisation level.ISO 45003Assess by team; the variation and the cause both sit locally.
Controls limited to support services where higher-order options existed.NSW WHS Reg 2025Apply the hierarchy; redesign work before offering counselling.
Engagement survey presented as a psychosocial risk assessment.ISO 45003A survey measures perception; an assessment identifies hazards and evaluates risk.
Assessment not conducted despite operating in a jurisdiction with an explicit duty.Model WHS RegulationsDuties are now enforceable across all Australian jurisdictions.
Code of Practice not followed and no equivalent standard demonstrated.NSW WHS Act s.26AFrom July 2026 in NSW, falling short of the Code can itself constitute a breach.
Workers not consulted on hazards or controls.ISO 45001 cl.5.4Consultation is a legal requirement and the only reliable source of what is actually happening.
No reassessment after restructure or staffing reduction.ISO 45003Organisational change is itself a recognised hazard and a review trigger.
Exposure to traumatic material not assessed for the roles affected.Model WHS RegulationsAssess it directly; it is a named category and is frequently omitted.
Controls implemented with no monitoring of effectiveness.ISO 45001 cl.9.1Reassess the same domains after a period; movement is the evidence.
Findings aggregated so that individuals could be identified.Privacy lawReport at a level that preserves anonymity, or the data stops being honest.

Case in point

Case in point: the year psychosocial risk became enforceable everywhere

Australia's regulatory position moved decisively between 2021 and 2025. New South Wales published the first dedicated Code of Practice in 2021, the model WHS Regulations added explicit psychosocial duties in 2022, Western Australia followed the same year, and Tasmania, Queensland and the Commonwealth in 2023. The final piece landed on 1 December 2025, when Victoria's Occupational Health and Safety (Psychological Health) Regulations 2025 took effect with no transitional provisions.

New South Wales then went further than the model provisions. Its WHS Regulation 2025, commencing in August 2025, explicitly requires the hierarchy of controls to be applied to psychosocial risk, which the model regulations had excluded. From 1 July 2026, section 26A converts approved Codes of Practice into a compliance benchmark: a PCBU must follow the Code or demonstrate an equivalent or higher standard.

The practical consequence for a multi-jurisdiction employer is that a single national policy establishes a baseline and no longer satisfies every jurisdiction, because the control duty and the status of codes now differ between them.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

44fields
4 sections
Reference
HLT-023
Archetype
Assessment
Record ID
RSK-2026-000
Scoring
Risk band
Direction
High is bad
Singleton
No
Basis
ISO 45003, CSA Z1003
Links
Links Site, Job
Tags
Wellbeing, Psychosocial
Sections
4
Fields
44
Follow up fields
3
Repeating sections
1
Links out
4
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

15 fields
Text

Assessment ID*

Generated on save

Auto sequence. Format PSY-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Single Choice

Area

Optional

The area within the site.

Cutting roomBoning hallPackingChill storeFreezerPasteurisingFillingCulture roomDespatchYardWorkshopPlant roomOffices
Location

Exact Location

Optional

Drop a pin for anything hard to find.

Info

A Real Risk Assessment

Psychosocial hazards are assessed the same way as physical ones. Identify the hazard, judge the risk, apply controls at the source. Resilience training is PPE, not a control.

Single Choice

Scope*

Whole siteSingle areaSingle processAll sites
Single Choice

Assessment Trigger*

ComplaintPermit requirementPlant changePeriodicNew installationAfter an incident
Numeric Answer

Workers Covered*

Single Choice

Workers Consulted*

Scored
  • Yes3 pts
  • Informed only1 pt
  • No0 pts
Single Choice

Consultation Method

Optional
SurveyFocus groupInterviewsCommitteeWalkaround conversations
Text

Survey ID

OptionalLinked

Links to HLT-022 Survey ID

Hazards assessed

Repeats9 fields
Single Choice

Psychosocial Hazard*

Job demands, low control, poor support, role conflict, poor relationships, bullying, poorly managed change, low reward, remote or isolated work, traumatic events.

Job demandsLow controlPoor supportRole conflictPoor relationshipsBullying or harassmentPoorly managed changeLow rewardRemote or isolated workTraumatic events
Text

Evidence*

Single Choice

Likelihood*

Scored
  • Rare3 pts
  • Possible1 pt
  • Likely0 pts
Single Choice

Severity*

Scored
  • Minor3 pts
  • Moderate1 pt
  • Serious0 pts
Single Choice

Risk Band*

Scored
  • Acceptable4 pts
  • Investigate2 pts
  • Change soon1 pt
  • Change now0 pts
Text

Existing Controls

Optional
Single Choice

Control Level*

Scored

Changing the work design ranks far above teaching people to cope with it.

  • Eliminated4 pts
  • Engineering3 pts
  • Aid provided3 pts
  • Administrative1 pt
  • Training only0 pts
Single Choice

Residual Band*

Scored
  • Low, 1 to 45 pts
  • Medium, 5 to 94 pts
  • High, 10 to 142 pts
  • Very high, 15 to 191 pt
  • Extreme, 20 to 250 pts
Text

CAPA ID

OptionalLinked

Links to FDN-014 CAPA ID

Site specific factors

6 fields
Single Choice

Shift Pattern Impact Assessed*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Night Work Impact Assessed*

Scored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Line Speed And Pacing Assessed*

Scored

Machine paced work with no ability to pause is a recognised psychosocial hazard.

  • Yes3 pts
  • No0 pts
Single Choice

Lone Working Assessed

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Exposure To Traumatic Events Assessed

OptionalScored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Job Insecurity Assessed

OptionalScored
  • Yes3 pts
  • No0 pts

Outcome

14 fields
Single Choice

Highest Residual Band*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Work Design Changes Recommended*

Scored
  • Yes3 pts
  • No1 pt
Single Choice

Individual Support Measures Recommended*

Scored
  • Yes2 pts
  • No2 pts
Pick List

Risk Assessment

OptionalFrom FDN-012 Risk Title
Text

Risk ID

OptionalLinked

Format RSK-2026-00000.

Links to FDN-012 Risk ID

Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Date & Time

Next Review Due*

Users

Assessor*

Signature

Signature*

Users

Site Manager*

Signature

Second Signature*

HLT-023 · record IDs look like RSK-2026-000 · Links Site, Job

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The assessment identifies hazards in the work. What fails is the organisation-level average and the control that offered support instead of change.

KnowHealth

Holds the assessment by team against the recognised hazard categories, and tracks control decisions against the hierarchy rather than accepting support measures.

Ella
Ella

Watches absence, turnover and reporting patterns by team for movement that should trigger reassessment ahead of the cycle.

KnowSafe

Connects aggression, violence and traumatic exposure findings to the incident and security records where those hazards materialise.

KnowTrain

Builds manager capability where the assessment identifies support and role clarity as the dominant gaps, since the immediate manager is the largest modifiable factor.

This template lives in KnowHealth — employee wellbeing. Exposure monitoring, health surveillance, case management and return to work.

Meet KnowHealth→

Glossary

Psychosocial Risk Assessment definitions and key terms

Psychosocial hazard
An aspect of work design, organisation, management or interpersonal interaction with potential to cause psychological or physical harm.
Job demands
The physical, mental and emotional effort required, including workload, pace and hours. A recognised hazard category.
Job control
The degree of influence a worker has over how and when work is done. Low control is a recognised hazard.
PCBU
Person conducting a business or undertaking, the duty holder under Australian WHS legislation.
Code of Practice
Approved practical guidance. In NSW from July 2026, compliance with it or an equivalent standard becomes a duty.
Hierarchy of controls
The ranked sequence of control types, now explicitly required for psychosocial risk in several Australian jurisdictions.
ISO 45003
International guidance on psychosocial risk management. Voluntary, with no certification available.
Traumatic content exposure
Exposure to distressing material or events through work, a recognised category requiring specific controls.

FAQ

Frequently asked questions about psychosocial risk assessment

Is psychosocial risk assessment legally required?+

In Australia, explicitly and in every jurisdiction. The national picture completed on 1 December 2025 when Victoria's Occupational Health and Safety (Psychological Health) Regulations 2025 took effect. Elsewhere the duty arises through general risk assessment obligations, which regulators interpret as covering work-related stress and psychosocial conditions, and through specific regimes such as workplace violence requirements.

Does offering counselling satisfy the duty?+

Not where the hierarchy of controls applies. New South Wales, Queensland, South Australia and the Commonwealth require higher-order controls such as redesigning work or modifying systems before relying on training or counselling. An assessment that identifies excessive demands and responds with an employee assistance programme has applied a lower-order control where a higher-order one was available.

What changes in New South Wales in July 2026?+

Section 26A of the WHS Act takes effect, requiring PCBUs to comply with an approved Code of Practice or demonstrate an equivalent or higher standard. This converts codes from advisory guidance into a compliance benchmark, meaning falling short of the Code can constitute a breach without the regulator needing to prove that harm occurred.

Do we need to ask people about their mental health?+

No, and the assessment works better if you do not. Every recognised hazard category describes a characteristic of the work: demands, control, support, role clarity, change management, exposure. Assessing those requires nobody to disclose a personal condition, and framing the assessment around the work is both more accurate and considerably less intrusive.

Why analyse by team?+

Because psychosocial risk varies enormously between teams operating under identical policies, and the difference is usually the immediate manager, the workload or the roster. An organisation-wide result will look acceptable while one department is failing, and the aggregate is precisely what hides it.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • ISO 45003:2021, psychological health and safety at work, guidelines for managing psychosocial risks
  • Model WHS Regulations and Safe Work Australia model Code of Practice: Managing psychosocial hazards at work
  • Work Health and Safety Regulation 2025 (NSW) and WHS Act section 26A
  • Occupational Health and Safety (Psychological Health) Regulations 2025 (Victoria)
  • HSE Management Standards for work-related stress (GB)

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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