If you need to record a workplace accident, simply go to the Services tab and select Accident Log. 

From here, click the Log an Accident button to bring up the reporting form. Make a separate log for each person involved. Fill in all details as accurately as possible, including the details of the person who had the accident. If this was a visitor, you’ll be asked to record their name, address and occupation. 

The reporting and consent section is for compliance and regulatory purposes and records the employee’s consent and whether the accident is reportable under RIDDOR requirements. A link is provided to the HSE website, where you can review guidance and reporting requirements and submit a report should you need to.

Once the form has been completed and saved, you’ll see a confirmation message on the screen. If you need to edit the form, this can be done from the Accident logbook page. 

A PDF copy is generated and sent to all relevant staff for signing. Once all parties have reviewed the document and signed, we’ll send everyone a copy of the final PDF. This will be automatically sent to the employee’s HR Files where it can be viewed, edited, shared or deleted as required.

Can I Assign an Employee as a First Aider?

It’s easy to assign appropriate staff as first aiders and you can do this via their employee profile.

1. Go to the Organisation tab, select Manage Employees then View Employees. Select the team member, go to Edit Profile and click Employee Record.

2. From here, locate the Health & Safety section and tick the First Aider box. Click Update Records. This employee is now designated as a company First Aider on the WorkSmarter platform. When annual leave is requested, the manager will receive an alert so they can ensure adequate cover remains while the first aider is away. 

How do Managers Keep Track of Which Staff are Designated First Aiders?

This information is recorded in the user’s Employee Record section of their Employee Profile. You can also call up a summary of all employee information, including First Aider status, by running an Employee Report.

1. Go to the Reports tab, locate Employee Report and click Run Report.

2. Filter by company-wide information, by department or individuals.

How do I set Permissions for Staff to Access the Accident Logbook?

We go above and beyond to ensure your company’s data is protected on the platform. You decide who sees what and when by setting user privileges. Managers and designated first aiders may need the ability to record workplace accidents. You can set this permission via the employee profile.

1. Go to Edit Profile and locate the Permissions section.

2. Go to the Accident Log tab and choose the permissions to be switched on. Save your changes.