Getting started with Citation HR Software's Workplace, Health & Safety Module (WHS) is simple and straightforward. You can start to set up your Work Health and Safety Module prior to completing the setup of your Employee Module, or you can wait until you have finished setting up the Employee Module.
| Step 1 - Citation HR Software Settings |
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The foundation for the WHS module is set via Citation HR Software. You will need to first ensure that the settings for your Citation HR Software have been set up. If you've already setup the Employee Module, you've probably already completed this part of your setup. |
| Step 2 - WHS User Set Up |
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Businesses will need to identify the Manager/s who should have access to and be able to control the management of the new WHS module. For more information on how to create new users, please refer to the How to Create a New User article. For more information on how to control the different levels of access for new or existing users, please refer to the WHS Access and Security Roles article. |
| Step 3 - Set Up Your Safety Management System |
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Businesses can set up their safety management system by focusing on the set of workflows available under 'Lead Safety'. Businesses should start with the 'Setting Up Workplace, Health and Safety Policies and Procedures' checklist and can take their time in working through each section according to priority. As part of completing this checklist, businesses will be prompted to create (or upload existing) WHS documentation and tools. Please note that you have the option to skip items that are not relevant. If you upload your existing company WHS documentation to the relevant step, the system will automatically save the documentation to the correct tab for you. Under this checklist, you will be asked to create or upload:
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| Step 4 - Upload Additional Existing WHS Documentation |
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Upload Additional Existing WHS Documentation For any existing documentation you have that wasn't included in the Setting Up Workplace, Health and Safety Policies and Procedures checklist, it is recommended that you upload them directly to the relevant tab. If you're not sure where to upload them, you can upload them to the ‘Our WHS Resources’ tab. - Company Documents - How to Upload Please keep in mind that any sub-tabs that include the words ‘Shown in eSS’ will provide eSS users with access to these documents directly from their Self Service portal. |
| Step 5 - WHS User Training |
| Businesses are encouraged to train their WHS users by explaining the purpose of the module and how it is to be used across the business. Examples of potential WHS Administrators include Workplace, Health and Safety Managers, Site Managers, Contractor Managers, Volunteer Managers and Team Managers. |
| Step 6 - WHS Induction |
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Undertake a WHS Induction across all workers and as part of the induction train your workers on how to report hazards and incidents in Self Service and show them where your key safety information is located. We recommend the WHS Induction is undertaken periodically across all staff to ensure they are aware of the health and safety processes and procedures in your organisation. |
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