Natural HR, provides the ability to identify and report on risks against employees who have not undertaken mandatory training courses, or possess the necessary specified mandatory documents.
An employee risk profile is set at the employee's job role but there are some steps to be completed before the risk profile can be applied.
Creating mandatory document types
To create a mandatory document type, go to:
Administration > HR > Data Management > Mandatory documents > Mandatory documents
Click here to read more information about mandatory documents.
Set up mandatory training courses
You will need to add training courses to the training course library by going to:
Training > Course Library
After clicking on the 'Add' button
You will enter the details of the training course into the form below. By default the 'Mandatory' option is set to 'No', set this option to 'Yes' if you wish the course to be assigned to a Job role. After entering all the necessary detail then clicking on 'Submit' to save your details
you will need to edit the job role by going to:
Administration > HR > Data management > Job Roles
You can click on the 'Add' button to create a new Job role or click on the 'Edit' option for an existing Job role. Click here for more information on creating Job roles.
Here, you can select which courses or documents are required for the employee's job role.
After clicking on the 'Submit' button the risk profile on the appropriate employee's file, and the company risk profile will recognise that this Job role requires these documents and training courses.
Employee risk profile
To view the risks associated with an individual employee go to
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.
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
*Employee Risk Management Matrix only available in Professional and Enterprise solutions.*