From journey level to action plan to control — the working core of a psychological health and safety management system.
14 key features
Plans, controls, and KPIs
Roles in this area
Admin
Working Group
Employee
Champion
06.1
Admin
Pick the depth. The platform reshapes around it.
PHS Journey Level sets your maturity path — Quick Start, Compliance, or a full PHS Management System — and the platform tailors the program, tasks, and requirements to match.
Journey level
Quick Start
Measure, act on the top risks
Compliance
Evidence for ISO 45003 and CSA Z1003
PHS Management System
Full system with committees and review cycles
Change it later — the program expands, your history stays.
Action plan 2026
4 plans
Workload redesign — nights
Answers: workload risk, score 4.2
Q3
Manager conversation training
Answers: support risk, score 3.6
Q3
Roster fairness review
Answers: control risk, score 3.1
Q4
Owner
Operations Director
Review
Quarterly, with committee
06.2
Admin
Working Group
Plans tied to the risks that justified them.
PHS Action Plans hold program-level work, each plan linked to the identified risk it answers — so a plan can always explain why it exists.
06.3
Employee
Champion
Working Group
One queue for everything asked of you.
Assigned Program Tasks put assessments, courses, policies, uploads, and commitments in a single list per person — no hunting across modules for what is outstanding.
My program tasks
5 due
Battery check
Assessment · 4 min
Due Fri
PHS policy v3
Attestation
Due Fri
Responding to a disclosure
Course · 42 min
12 Jul
Upload committee minutes
Evidence
14 Jul
3 of 8 complete
This quarter
Initiative
Active
Targets: workload · night shift
Rebalance the night roster
Tasks done
72%
KPI progress
54%
Effectiveness
Measured at 90 days
Owner
R. Mensah
06.4
Admin
Working Group
Initiatives with tasks, KPIs, and proof they worked.
Hazard Prevention Initiatives are proactive programs aimed at identified factors or hazards, carrying their own tasks, KPIs, and effectiveness measurement.
06.5
Admin
Score the risk, then rank the work.
Risk Analyses score severity against measured results to prioritize factors and hazards, and produce a recommendations report you can take to a committee.
Risk analysis
Q2 2026
Workload
4.2
Support
3.6
Control
3.1
Recognition
2.2
Top three factors carry 61% of measured strain.
Suggested controls
AI
Cap consecutive night shifts at four
Addresses workload · evidence: 3 studies
High fit
Weekly workload check-in for leads
Addresses support
Medium fit
Create initiative
06.6
Admin
Controls proposed from your own results.
AI Risk Suggestions read your highest-scoring factors, propose matching controls, and can create the initiative for you — reasoning you can inspect, not a black box.
06.7
Admin
Working Group
The context around your program, reviewed on schedule.
Internal & External Factors assess the influences on your PHS — restructuring, seasonality, regulation, labour market — with scheduled review reminders.
Factors
8 tracked
Seasonal demand peak
External
Review Sep
Depot restructure
Internal
Review Jul
Regulatory change
External
Reviewed
Labour shortage
External
Review Oct
Reviews are scheduled, so context is reassessed rather than assumed.
KPI
On track
Control: night roster cap
Consecutive nights ≤ 4
Baseline 6.2 → now 4.5
Target 4.0
Detected
Automatically, monthly
Next check
1 August
06.8
Admin
Working Group
Targets the platform watches for you.
KPI Planning sets measures for each control and tracks progress, detecting achievement automatically instead of waiting for a status meeting.
06.9
Admin
Start from a measure that already works.
KPI Templates give you prepared measures for common controls, so you are not inventing a metric from scratch for every initiative.
KPI templates
14
Consecutive shift limit
Workload · numeric target
Use
Training completion rate
Capability · percentage
Use
Time to close hazard report
Responsiveness · days
Use
Controls
2 overdue
Night roster cap
Variance -8%
1 Jul
Manager check-ins
On target
14 Jul
Fatigue self-check
Overdue
2 Jun
Escalation protocol
Overdue
18 May
Flags recalculate nightly — nobody has to chase a spreadsheet.
06.10
Admin
Working Group
Overdue controls surface themselves.
Controls & Due Dates carry review dates and KPI variances the platform recalculates and flags, so a control that has slipped announces itself.
06.11
Working Group
Admin
Recommendations that get followed through.
Committee Recommendations capture what a committee decided as tracked items with reminders, so a recommendation is a commitment rather than a line in old minutes.
Recommendations
May meeting
Trial four-night cap in Depot B
Accepted · owner: Operations
In progress
Add fatigue module to induction
Accepted · owner: L&D
Done
Review lone-working protocol
Deferred to July
Open
Reminder
14 days before due
Impact evaluation
12 months
Baseline
4.2
Workload risk
57
Days to close
Now
3.1
Workload risk
19
Days to close
Generated recommendation: extend the roster cap to Depot C.
06.12
Admin
Before and after, in the same view.
Program Impact Evaluation compares the position before and after your program, with generated recommendations for what to do next.
06.13
Admin
Build the business case without a consultant.
The ROI Evaluation Guide walks you through evaluating return on investment in-platform, so the leadership conversation has numbers behind it.
ROI guide
Step 3 of 5
Absence and turnover costs captured
Program costs entered
Productivity effect estimated
Modelled saving
$412k
Program cost
$96k
Ratio
4.3:1
Programs & vendors
6
EAP — counselling
Lifeline Co
Renews Nov
Peer support network
In-house
Active
Fatigue assessment
Chronos Health
Renews Feb
Manager coaching
Beacon
Active
06.14
Admin
Every program and the vendor behind it.
Programs & Vendors manage your wellbeing programs and the external providers supporting them, in one place rather than in procurement email.