Templates and records · SGE 21 · Clause 6.2.6

SGE 21 workplace climate assessment template

The periodic measurement of how staff perceive their work, and what the company decides to change as a result.

In one sentence

The workplace climate assessment records the method, participation, results by area and the resulting action plan, because SGE 21 requires the climate to be assessed at least every two years, the results to be analysed and the plans needed to improve it to be put in place (6.2.6).

Content reviewed on 17 October 2026

Where the standard requires it: SGE 21 · Clause 6.2.6 Sections are cited using the numbering of the October 2024 version of SGE 21, the one Foretica publishes on its website. The Academy groups its nine management areas into six blocks.
Type of information: Good practice Assessment required at least every two years (6.2.6); the record format is up to the organisation
Who fills it in: Human resources Where possible, with a third party that guarantees anonymity
When: At least every two years The action plan is followed up in between
How long it is kept: Set by the organisation The standard sets no periods. Covering at least the three-year certification cycle, with the initial audit and two surveillance audits, lets you show progress at every visit.

What the standard requires

What SGE 21 demands and what it leaves to your judgement

The standard calls for an assessment at least every two years, analysis of the results and the mechanisms and action plans needed for continual improvement. It imposes no method: survey, focus groups or interviews.

What the auditor looks for is the full chain: that it was measured, that it was analysed and that something changed. A survey with no action plan does not meet the section.

Read it in context: People within the organization, in the SGE 21 Academy

Structure

Fields the template should include

Date, method and guarantees of anonymity
Population and participation
Overall results and results by area or site
Comparison with the previous assessment
Prioritised areas for improvement
Action plan, owner and deadline
Communication of results to staff

Example

Example: 2026 assessment (fictitious company)

Company, people and figures are fictitious: the example only shows what a properly completed record looks like.

Field	Content
Method	Anonymous 30-question survey on mobile and paper · external firm
Participation	412 of 640 people (64%)
Overall result	6.8 out of 10 · 6.3 in 2024
Lowest rated	Predictability of shifts: 4.9
Action plan	Rotas published a month in advance · operations · from September 2026
Communication	Results published on the portal and explained at each site

At the audit

Mistakes auditors commonly flag

More than two years have passed since the last assessment.
Participation is so low that the results are not representative.
There is no action plan.
Staff do not know the results.

In Kimobox

How this record is kept in Kimobox

1Workplace climate indicators are recorded on the dashboard.
2Results are communicated through the employee portal.
3Each action in the plan has an owner and a date, with an alert if it falls behind.

Frequently asked questions

What people ask us before getting started

How often must the climate be measured?

At least every two years, under section 6.2.6. Many companies do it every year with a short survey.

Is a survey required?

Not necessarily. The standard asks you to assess and act; the method is chosen by the organisation, as long as it is reliable and respects anonymity.

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Sources

Where each figure comes from

References to the official text in force. If a standard is revised, this page is updated and the review date says so.

SGE 21. Sistema de Gestión Ética, Sostenible y Responsable (Ethical, Sustainable and Responsible Management System) Forética · October 2024 version