PeopleSoft Health and Safety – Enhancement & Modernization

With the release of PUM 36, Oracle PeopleSoft has delivered modernization and self-service feature of Health and Safety Module.

Every organization, wants their employees to be healthy and safe in the current Pandemic situation. Health & Safety module facilitates organizations to capture and monitor incidents, injuries, infection and threatening incidents that arise – at workplace especially in the time of COVID -19 to minimize risk.

Users can access Fluid Health and Safety tile from their laptop or mobile devices. They can create an incident report and submit the required details.

As per the configuration settings, the approval can be routed to the Administrator/Manager and the Administrator will be notified in the Notification bar. The administrator has permission to approve or pushback the request.

Manage Health and Safety Dashboard

PeopleSoft Fluid Health & Safety helps administrators monitor setup & administrative activities from a single dashboard Manage Health & Safety. Manage Health & Safety Dashboard contains three tiles under Workforce Administrator

Navigation: Home Page > Workforce Administrator > Manage Health and Safety Tile

Fig.1: Health and Safety Dashboard

Manage Incidents Tile

Manage incidents tile is a collection of incident management components.

Navigation: Workforce Administrator Manage Health and Safety Manage Incidents

Using the collection of components enables administrators create and maintain incidents, claims and rehabilitation plans, verify employees/non- employees involved in incidents as witness, record medical exam results and track related details.

Fig.2: Manage Incidents Configuration

Reporting & Integration Tile

Navigation: Workforce Administrator Manage Health and Safety Reporting & Integration

Reporting and Integration tile is collection of reporting and integration components.

Fig.3: Reporting and Integration Configuration

The collection of these components enables administrators run process and creates various Incident Reports, Process and Collect Data, WCB Web Services CAN, Monitor Web Services CAN, OSHA Injury/Illness Reporting, Employee Work Restrictions.

Fig.4: Process Scheduler Screen

Configure Health & Safety Tile

Navigation: Home Page > Workforce Administrator > Manage Health and Safety Tile > Configure Health and Safety

Fig.5: Configure Health and Safety

Configure Health and Safety tile is a collection of administrative component that enables access define setup data and configure Employee Self-Service settings for Health and Safety.

Using the collection of this components enables administrators define Accident/Injury Info, Define Hazardous Environments, Define Medical Services, Define Medical Data, Define Work Restrictions, Self Service, WCB Web Service CAN, configure Incidents for all different Types as per the organization requirement like Enable Approvals Workflow, Email Notification, Push Notification, etc.

Fig. 6: Configure Incident Types Screen

ESS View of Health and Safety Tile

To report any incident by the end-users, employee can navigate to the below and enter the necessary incident information.

Navigation: Employee Self Service Homepage > Health and Safety Tile

Fig. 6: Employee Self Service HomePage

Users can

  • Click on the Report Incident button and select the appropriate Incident Type and click on the continue button. “My Incidents” grid displays all the submitted reports and their status.

Fig. 7: Report Incident Home Page

  • Enter the Incident Details and Incident Location in Step 1 and click on the Save button. Proceed to the next step, click on the Next button.

Fig. 8: Step 1 Report Incident Page

  • Select the Radio button according to the Incident in Step 2, enter the Injury/Illness Details, Additional Details and click on the Save button.
  • Proceed to the next step, click on the next button.

Fig. 9: Step 2 Injury/Illness Page

  • Enter the Workplace Contact and Other Contacts in Step 3 and Click on the Save button. Proceed to the next step click on the Next button.

Fig. 10: Step 3 People Connected Page

  • Upload the Attachment for the Incident Report in Step 4 and click on the Save button. Proceed to the next step click on the Next button.

Fig. 11: Step 4 Attachment Page

  • Review the provided details for the Incident and Submit the Report. To Submit the Report, click on the Submit button.

Fig. 12: Step 5 Review and Submit Page

  • The employee can see all the submitted reports and their status in the My Incident grid to get more details for the Approver click on the Edit/View button. Once the Approver Approve the Request, the status will change according to it.

Fig. 13: Report Incident HomePage

Ease of using Health and Safety Tile from Hand-held devices

Fig. 14: Report Incident from Mobile

 

Fig. 15: Report Incident from Mobile

Approving incidents

  • The Administrator/Manager will receive a notification Action for the Incident Approval.

Fig. 16: Administrator Notification bar

  • The Administrator can find out all types of pending approvals on the “Pending Approvals” Page under category Incident Report

Fig. 17: Pending Approvals Page

  • Approvers can write a comment in the comment box and can approve or pushback the request.

Fig. 18: Administrator Approvals page

Business Benefits

  • Employee’s safety can be ensured in the workplaces
  • Ensure Legal protection towards incidents & damages
  • Ease of usage for employees to submit Incident Report via ESS
  • Easy for organization to record and track incidents that occur at workplaces
  • Track their employee’s health related concerns and provide them good facilities
  • Transparent and time saving submission.
  • Step by step Activity guides templates for ease of use

Authors
Kishan Detroja and Ashadulla Shaik
PeopleSoft Techno-Functional Consultants, Kovaion

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