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Employee Risk Matrix User Guide

Nansy Surlekova avatar
Written by Nansy Surlekova
Updated over 10 months ago

Employee Risk Matrix sits under Risk Assesments in your Compliance Side Menu. This is where you will find a record of your employees and the ability to assign Risk Assessments to them.

In the My employees section, you can manually add your team members via the 'ADD EMPLOYEE' button. These employees do not need to have a login or access to the system. You can view a list of all of your employees below this in the table, alongside the status of their Risk Assessments.


You can assign RAs in My employees by going into the individual team member via the 'MORE' button, where you can select Edit and find the relevant Risk Assessments to assign to that individual.

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You can also assign RAs in bulk in Assign Risk by selecting the team members to assign to and choosing the relevant Risk Assessments. This method allows you to bulk select all staff, or select more than one team member in one go.

Only your Live Risk Assessments will appear against your employee records for them to sign off. Site managers must still complete all Site Level RAs prior to them appearing for employee sign off.

Once an employee has been assigned a Risk Assessment and completed it, a record will be submitted of their name, the date, the time, and their signature which can then be found attached to the Risk Assessment.

If you go into the desired individual Risk Assessment in your Risk Library, you will be able to see a list of all team members who have completed it. This list will still display if you export the Risk Assessment as a pdf.

This update will give you greater visibility over staff completion of Risk Assessments, and allow you to assign new RAs to team members quickly and easily.

Additional Support:

For further assistance, reach out to [email protected]

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