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The Employee Check Sheets Module


An Employee Check Sheet is a document used to record details relating to an employee’s safety practices, task performance, and overall conduct.


Examples of Employee Check Sheets include:

  1. Safety Check Sheet
  2. Task Check Sheet
  3. Performance Check Sheet


Creating Employee Check Sheet Templates

Forms can be digitised using the ‘Form Builder’ module. These forms can then be utilised to create an Employee Check Sheet Type, which employees can complete within the system.


Assigning Employee Check Sheets

Employee Check Sheets may be assigned by administrators or self-assigned by employees.

Employees can access and complete existing Check Sheets via their portal. Completed forms can be reviewed and signed off by administrators.


Completing Employee Check Sheets

When creating a new Employee Check Sheet, the system requires basic details such as the type of check sheet, date, location, and project. Once this information has been entered, users can complete the forms associated with the relevant Check Sheet Type.


Employee Check Sheet Statuses

Statuses are displayed on the main page of the Employee Check Sheets module:

  1. Not Completed – Forms are yet to be filled in by either the administrator or the assigned employee
  2. Completed – All required forms have been filled in
  3. Missing Admin Signatures – The form has been completed but requires an administrator’s signature


Automatic Scheduling

The system allows for the automatic scheduling of Employee Check Sheets. When this feature is enabled, new check sheets are generated automatically according to the intervals (in months and days) specified during the creation of the Employee Check Sheet Type.


Employee Check Sheet Signatures

It is possible to define whether administrator and/or employee signatures are required for completion. This setting is available within the ‘Employee Check Sheet Types’ section.

Signatures can also be configured when designing Employee Check Sheet Forms using the ‘Signatures’ tool.


Employee Check Sheet History

The system maintains a full history of Employee Check Sheets, which can be accessed by administrators.


Corrective actions can be implemented to employee check sheets to identify the root causes of issues.

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