*Employee Risk Management Matrix only available in Professional and Enterprise solutions.*
Within Natural HR, there is the ability to flag risks against employees who do not possess mandatory training qualifications or mandatory documents.
Once mandatory courses or documents have been selected as required against an employee's job role, selecting the "Risks" icon against an employee's file will display the individual risk matrix highlighting any risks to the companies' compliance.
Full company Risk Matrix
A full company-wide view of all employee's risks can be viewed via:
Administration > HR > Risk Profile
This company-wide view will show you the risks associated for all employees - with the additional option to filter the view by Manager, Job Title, Department or Site by using the drop-down menus above the table.
Setting mandatory documents or training courses as required
Before these can be marked as required by particular job roles to populate the risk profile, firstly, you should make sure that the mandatory document type has been added into the system. This is done via:
Administration > HR > Data Management > Mandatory documents > Mandatory documents
To view further information surrounding mandatory documents, please click here.
Training courses will need to be added to the training course library. This is done via:
Training > Course Library
Make sure that you have the "Mandatory" option set to 'yes' within the course information page.
Once both of these are complete, you will need to edit the job role via:
Administration > HR > Job Roles
Here, you can select which courses or documents are required for the employee's job role.
Once submitted, both the risk profile on the employee's file and the company risk profile will recognise that the system requires these documents or qualifications and update the display accordingly.
To understand how to add job roles, click here.
Colour Coding Key
Green - The document or training qualification is present and valid
Amber - The document or training qualification is present but the expiry date is within the next 3 months
Red - The document or training qualification is not present