Do you need a simple template for conducting workplace assessments to determine the health and wellbeing of your employees? Then this is probably the best workplace assessment tool you will find on the web.

SHEQXEL Qualitative Workplace Assessment Tool is a simple template for qualitatively conducting surveys on employees about their exposure to workplace hazards or risks of accidents such as physical conditions, chemicals hazards, ergonomic hazards, psychosocial hazards, and others that affect their welfare, health, and wellbeing at work to initiate improvement actions.

The features include;

Priority Ranking from 1 to 5 based on qualitative responses ranging from Strongly Disagree, Disagree, Neutral, Agree, and Strongly Agree to estimate scores for various questions and elements related to workplace assessments.

Workplace Assessment is the main source data where a list of questions and elements related to the workplace assessment such as the risk of accidents, physical conditions, chemical hazards, ergonomic hazards, psychosocial hazard, and others are organized for responses to estimate an overall score indicative of health and wellbeing comfort at the workplace. All responses and scores are conditionally formatted to display red, amber, orange, green, and blue. Any Strongly Disagree response automatically signals an alert to explain.

Assessment Summary shows a summary of all the scores for various elements of workplace assessment and the overall score to be utilized for generating a graphical representation of health and wellbeing of the workplace as per the response of a single employee. This sheet is protected and locked as it is built with sensitive excel formulas to automate the population of the reports. There is no need for users to tamper with this sheet due to the automation.

Action plan automatically populates the strongly disagreed responses together with their explanations for completing an action plan in terms of corrective action, assigning a responsible person to close action, providing action priority, and action deadlines to automatically estimate days due or overdue. The sheet has a slicer for filtering out the blanks.

The dashboard is dynamic and beautifully made of a progress bar chart to represent the scores, a bar chart for the responses, and a progress circle chart to represent the overall audit score indicative of workplace comfort.

Other Reports include responses, scores, and action status which gives a graphical overview of actions opened and closed, which was utilized for the dashboard. Users are free to utilize them for their internal reporting rather than the dashboard.

It is simply a Microsoft excel file hence no installation is required and can run on both Windows and Mac and is compatible with Microsoft Excel 2013 (+ Later Versions)