Overview of the Workplace Health and Safety (WHS) Module



Citation HR’s WHS Module integrates seamlessly with the other modules in Citation HR Software, providing businesses with the tools to Lead, Manage, and Engage on Workplace Health and Safety to ensure compliance.

The 'Lead Safety' workflows guide businesses through the steps to set up their Workplace, Health and Safety system, which includes the creation of organisational health and safety documentation, guides and policies.

The 'Manage Safety' workflows guide businesses through operational safety management processes.  These processes include managing individual incidents and hazards as they are reported or identified, undertaking periodic risk register reviews, managing an employee’s return to work as a result of an injury, managing any required health monitoring and managing issue resolution processes. 

The 'Engage on Safety' workflows guide businesses through best practice workplace, health and safety inductions for their workers and assist businesses in consulting with workers and other PCBU’s ('person conducting a business or undertaking') on safety matters.

All documents and data in the WHS module are recorded and stored within the tabs in the WHS module.  The tabs are intended to guide users to group and file information in a meaningful manner and make it more intuitive for WHS Administrators and Managers alike to access key information and data. 

Further, there are several registers available which are used to capture lists of items and record information about key safety matters or events.  Each item in a register has its own digital file that allows users to store documents, create alerts, notes and reminders for key follow up activities, and display any checklists that may relate to the item.  Businesses can also leverage the library functionality for registers to pre-load a list of common or industry specific register items and any associated reference documentation.


WHS Workflow Checklists

Lead Safety

  • Setting up WHS Policies & Procedures
  • Officer Due Diligence Plan
  • Emergency Management Plan
  • WHS Plan
  • Volunteer Management Plan
  • WHS Representatives & Committees

Manage Safety

  • Hazard Management
  • Incident Management
  • Injury Management and Return to Work
  • Risk Register Review
  • Issue Resolution Management
  • Multiple PCBU Issue Resolution Process
  • Health Monitoring Process

Engage of Safety

  • Contractor WHS Induction
  • Conduct Safety Consultation
  • Worker WHS Induction

WHS Risk Registers

WHS Documentation

Citation HR’s WHS Module provides businesses with a suite of WHS documentation which includes, policies, statements, guidelines, templates, plans, inductions, procedures, letters, forms and more.

You can also refer on the Our WHS Documents Tab knowledge base article for detailed information on which tab the below documents can be generated.


  • WHS Policy
  • Psychological Health & Wellbeing Policy
  • WHS Objectives and Targets
  • WHS Responsibility Statement
  • WHS Management Review Guidelines
  • WHS Emergency Plan
  • WHS Management Plan
  • WHS Dashboard Report
  • WHS Audit Schedule
  • WHS Internal Audit Report Template
  • WHS Training Plan
  • WHS Training Needs Analysis
  • Preventing and Responding to Workplace Bullying
  • Safe Work Method Statement
  • Safe Work Procedure Template
  • WHS Pre-Purchase Guidelines
  • Workstation Ergonomics Assessment
  • Visitor WHS Information
  • Contractor WHS Evaluation
  • Safety Talks Plan
  • Meeting Agenda Template
  • Manager WHS Induction
  • Worker WHS Induction
  • Senior Manager WHS Induction
  • Consultation Procedure
  • Contractor Management Procedure
  • Document and Data Control Procedure
  • Emergency Management and First Aid Procedure
  • Ergonomics Management Procedure
  • External Communication Procedure
  • Hazardous Chemicals Procedure
  • Incident Management Procedure
  • Induction Training Procedure
  • Issue Resolution Procedure
  • Manual Tasks Procedure
  • Monitoring and Measurement Procedure
  • Risk Management Procedure
  • Volunteer Management Procedure
  • WHS Management System Audit Procedure
  • WHS Management System Implementation Procedure
  • Legal & Other Requirements Guidelines
  • Plant & Equipment Guidelines
  • Psychological Health at Work Guidelines
  • Safety Talks Guideline
  • Bomb Threat Checklist
  • Workplace Inspection Checklist
  • Contractor Site WHS Observation Checklist
  • Letter to employee requesting consent to monitor health
  • Letter to employee to provide copy of health monitoring report
  • Offender Description Form


For an overview of how to generate WHS documentation, please refer to the Creating WHS Documentation article.