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My Business Profile

Tell us about your business so Sam can give you personalised, accurate compliance guidance.

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Compliance Deadlines

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Set your key compliance dates below. These will appear on your Command Centre dashboard and send you reminders when deadlines are approaching.

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Core Document Library

100+ psychosocial safety tools, templates & documents — all linked to your Google Workspace. Use the filters below to find what you need.

SafeWize Master Files

These are the official SafeWize master documents — always up to date. Browse, view, and get your own editable copy.

How to use Master Files
View — Opens the master document in read-only mode so you can review the latest version.
Get My Copy — Creates your own editable copy in Google Drive. Once you have your copy, you will need to update the link in your dashboard so your left-hand menu opens your personal version.
📹 Watch the Support video for a step-by-step walkthrough of how to replace your document links. Go to Support →

My Risk Kits

Your sector-specific risk assessment documents, included with your plan. Select a kit below to view its documents.

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Operations Kit

Your operational procedures — incident response, consultation, and return to work processes. Click any document to get your own editable copy in Google Drive.

Operations Kit — 29 Documents
Click any document below to get your own editable copy in Google Drive. Customise each one for your business.
29 Documents

SOPs & Policies

Your standard operating procedures and workplace policies — psychosocial safety, bullying, mental health, and flexible work. Click any document to get your own editable copy in Google Drive.

SOPs & Policies — 34 Documents
Click any document below to get your own editable copy in Google Drive. Customise each one for your business.
34 Documents

Resources

Awareness guides, manager handbooks, employee wellbeing packs, and WHS legislation quick reference cards. Click any document to get your own editable copy in Google Drive.

Resources — 13 Documents
Click any document below to get your own editable copy in Google Drive. Customise each one for your business.
13 Documents

Guides

Training guides, implementation handbooks, and step-by-step walkthroughs to help you get the most from your SafeWize platform. New guides will be added here as they are released.

Training Guides & Handbooks
Step-by-step implementation guides will appear here as they are released. Upload your own guides below when ready.
22 Documents

Surveys & Forms

Anonymous data collection linked to your Google Forms. Click any form to get your own copy.

Each form below is linked to an existing Google Form in your Google Workspace. Employees complete forms anonymously. Responses collect in Google Sheets. Click any form card to get your own editable copy.

SafeWize Compliance Trainer

Your AI-powered guide to psychosocial safety compliance. Ask questions, get step-by-step guidance, and work through your obligations at your own pace.

Your Personal Compliance Trainer

I’m trained on the SafeWize 90-Day Compliance Program and all 20 training modules. I’ll walk you through each step of your psychosocial safety obligations — in plain English, at your pace. I don’t write reports or give legal advice. I help you understand what to do and how to do it.

Step-by-Step Guidance

Walk through each module of your 90-Day Compliance Path with AI support at every step.

AI Supported

Document Explainer

Ask what any document means, who should own it, and how to use it in your workplace.

AI Supported

Plain English Answers

Ask any question about psychosocial hazards, WHS obligations, or your compliance journey.

AI Supported

Progress Support

Tell me where you’re up to and I’ll tell you exactly what to focus on next.

AI Supported

SafeWize Compliance Trainer

Trained on the SafeWize 90-Day Program & 20 Training Modules

Hi! I’m your SafeWize Compliance Trainer.

I’m here to guide you through your psychosocial safety compliance journey — step by step, in plain English. I can help you understand your documents, explain what each module requires, and answer questions about your obligations under Australian WHS law.

I don’t write reports or generate assessments — that’s for later. Right now, my job is to help you understand and implement your compliance program.

Where would you like to start? You can ask me about a specific module, a document, or just say “What should I do first?”

Employee LMS Portal

Invite employees to their own training portal. They see only their assigned videos — not your admin documents.

Separate Employee Training Portal

Employees log into their own portal at training.safewize.com.au. They only see videos assigned to them — not your policies, documents, or AI tools. You track their progress from this dashboard.

Employee Progress Tracker
Employee
Assigned Course
Progress
Status
Action
S
Sarah M.
Psych Hazard Awareness
4/4 modules
✓ Complete
J
James T.
Psych Hazard Awareness
2/4 modules
In Progress
A
Amy K.
Manager Obligations
3/4 modules
In Progress
M
Mark D.
Psych Hazard Awareness
Not started
Pending

My Compliance Journey

Your personalised 5-phase pathway to full psychosocial safety compliance. Work through each step in order — Sam remembers where you are every time you log in.

Overall Compliance Progress 0%
0 of 15 steps complete Phase 1 of 5 active
S
Sam says:

Training Modules

Work through each module in order — tick milestones as you complete them

Before You Begin Start Here — Day 1

Understand what psychosocial hazards are, what the law requires, and how to use this system.

Start Here
What is a Psychosocial Hazard?

A psychosocial hazard is anything in the design or management of work that can cause psychological harm to a worker. This is not about personality clashes or personal stress — it is about how work is organised and managed.

Examples of psychosocial hazards include:

High Job Demands
Too much work, unrealistic deadlines, or work that is emotionally exhausting.
Low Job Control
Workers have little say in how they do their work or when they do it.
Poor Support
Workers don't feel supported by their manager or colleagues when things get hard.
Role Confusion
Workers are unclear about what their job actually is or what is expected of them.
Read the Before You Begin guide

Understand the legal framework — what the WHS Regulations require, what a PCBU must do, and what "so far as is reasonably practicable" means in practice.

Confirm your role and authority

Confirm that you have the authority to implement a psychosocial safety system in your workplace. If not, identify who does and get their formal commitment before proceeding.

Explore your document library

Open My Documents on the left and browse through the Risk Kit, Operations Kit, SOPs & Policies, Surveys & Forms, and Guides. You do not need to read everything now — just get familiar with what is available.

→ My Documents
1

Module 1 — Foundations & Governance Weeks 1–2

Set up your policy, form your WHS Council, assign responsibilities, and get leadership formally on board.

Not Started
Why This Module Matters

Module 1 is the foundation of your entire compliance system. Everything in Modules 2–7 depends on what you set up here. Without a formally adopted policy, named accountable people, and a defined scope, your business cannot demonstrate compliance — even if all the documents exist.

Important: A policy is not compliant until it has been formally reviewed by leadership, discussed, adapted for your workplace, and approved — with a date and names on record.

What is the WHS Council?

The WHS Council is the group of people who manage, review and maintain your psychosocial compliance system together. Under sections 46–49 of the WHS Act, you must consult workers on WHS matters — the WHS Council is how you do that in a structured, evidenced way.

It must include: the business owner or director, at least one HR or WHS person, senior leadership, and at least 2 employee representatives.

Documents You Need
Psychosocial Policy (SOP-01)
Your foundational policy document — review, adapt and formally adopt this first.
SafeWize Leadership Approval Form (SF-11)
Send to all leaders after the policy review meeting to get timestamped approval records.
Form your WHS Council

Identify who will hold each role — Director, HR/WHS person, leadership members, and at least 2 employee representatives. Record their names in your Module 1 tracker.

Read and adapt the Psychosocial Policy

Open SOP-01, read it through, and note any sections that need adapting for your specific workplace, industry or workforce size.

→ SOPs & Policies
Run the policy review meeting

Schedule 30–60 minutes with your full leadership team. Review the policy together, discuss any adaptations needed, and confirm everyone agrees to adopt it. Record the meeting.

Collect leadership approvals via Google Form

Send the SafeWize Leadership Approval Form (SF-11) to all leaders who attended. Their responses create a timestamped approval record in Google Sheets.

→ Surveys & Forms — SF-11
Assign the three key roles

Record in your tracker: who is the WHS Manager, who is the Psychosocial Risk Owner, and who is the Employee Consultation Representative.

2

Module 2 — Hazard Identification Weeks 2–3

Find out what hazards actually exist in your workplace by listening to your workers — surveys, check-ins, and checklists.

Not Started
The Golden Rule of Hazard Identification

The most common mistake businesses make is completing hazard identification without genuinely asking workers. A manager sitting alone filling in a checklist based on their own perception does not satisfy the legal obligation.

You are looking for patterns, not individuals. The data tells you where the system has problems — not which individuals are struggling.

Documents You Need
Annual Psychosocial Health Index Survey (SF-01)
Your main worker survey — send to all workers anonymously.
Worker Psychosocial Hazard Identification Survey (SF-02)
More detailed hazard-specific survey for deeper identification.
Brief your workers before sending the survey

Tell your team: what the survey is for, who will see the results, that it is anonymous, and when it will close. Record that this briefing occurred.

Deploy the Annual Psychosocial Health Index Survey

Send SF-01 to all workers. Allow 5–7 business days. Aim for at least 60% response rate. Send a reminder on day 3 if needed.

→ Surveys & Forms — SF-01
Analyse the results and identify your top hazards

Review responses and identify the 3–5 hazards that scored highest on both frequency and impact. These are your priority hazards for Module 3.

Share findings with your team

Share a summary of the survey findings with all workers. This is a legal requirement — workers must be told the outcome of consultation. A brief email or team meeting is sufficient.

3

Module 3 — Risk Assessment Weeks 3–4

Rate each hazard by likelihood and severity, prioritise your response, and record everything in your Hazard Register.

Not Started
What is a Risk Assessment?

A risk assessment takes each hazard you identified in Module 2 and rates it on two dimensions: likelihood (how likely is it to cause harm?) and severity (how serious would that harm be?). The combination gives you a risk level — Low, Medium, High or Extreme.

High and Extreme risks must be addressed immediately. Medium risks within 30 days. Low risks within 90 days.

Documents You Need
Risk Kit — Hazard Register & Risk Assessment
Your main risk assessment tool.
Open your Risk Kit and Hazard Register

Open the Risk Kit from the left-hand menu. Find the Hazard Register — this is where you will record every hazard and its risk rating.

→ Risk Kit
Rate each hazard from Module 2

For each hazard identified in Module 2, rate it on likelihood (1–5) and severity (1–5). Use the risk matrix in your Hazard Register to get the risk level.

Run a WHS Council review of the assessments

Present your risk ratings to the WHS Council. Ask employee members: do these ratings reflect what workers actually experience? Adjust ratings based on their input and record the meeting.

Prioritise your top 3 hazards for Module 4

Identify the 3 highest-rated hazards that need control measures first.

4

Module 4 — Control Measures Weeks 4–6

Design and implement practical controls for your highest-rated hazards — starting with elimination, then substitution, then administrative controls.

Not Started
The Hierarchy of Controls

The law requires you to work through the hierarchy of controls — starting with the most effective option and working down. You cannot jump straight to training or awareness campaigns if a more effective control is available.

1. Eliminate Remove the hazard entirely.
2. Substitute Replace the hazardous condition with a less harmful one.
3. Isolate Separate workers from the hazard.
4. Engineer Change the work system — workload management, flexible scheduling.
5. Admin Policies, procedures, training, check-ins, reporting systems. Most SafeWize SOPs are here.
Select controls for your top 3 hazards

For each of your top 3 hazards from Module 3, identify at least one control from the hierarchy. Start at the top — can you eliminate or redesign?

Activate the relevant SOPs for each control

Open the SOPs that correspond to your chosen controls. Customise them for your workplace.

→ SOPs & Policies
Record all controls in your Hazard Register

For each hazard, record the control chosen, who is responsible for implementing it, and the target completion date.

Implement and confirm controls are active

Each control must be operational — not just documented. Confirm with the responsible person that the control is in place and working.

5

Module 5 — Reporting System Weeks 6–7

Set up a clear, safe way for workers to report concerns — and a documented process for responding to every report.

Not Started
Why Reporting Matters

Workers who do not feel safe reporting concerns will not report them — and hazards will go undetected until they cause serious harm. A reporting system only works if workers trust it.

Under the WHS Act, workers have the right to raise WHS concerns without fear of reprisal. Your reporting system must reflect this.

Set up your reporting channel

Decide how workers will report concerns — a dedicated email address, a Google Form, or a direct contact. The channel must be accessible to all workers.

Activate and customise your Incident Reporting SOP

Open the relevant SOP from the SOPs & Policies section. Add your reporting channel details, response timelines, and the name of who receives reports.

→ SOPs & Policies
Communicate the reporting system to all workers

Tell every worker: how to make a report, who receives it, what happens next, and that they will not face adverse action for reporting in good faith.

6

Module 6 — Training & Awareness Weeks 7–9

Train your managers on their obligations and give all workers the awareness they need to recognise hazards and use the reporting system.

Not Started
Training vs Awareness — Know the Difference

Managers need training — structured, role-specific instruction in what psychosocial hazards are, their obligations, and what to do when concerns arise. 60–90 minutes, must be recorded.

Workers need awareness — enough understanding to recognise hazards, know how to report concerns, and know that support exists. 30–45 minutes, must also be recorded.

Critical rule: A training session that was not recorded did not happen — from a compliance perspective.

Set up your Training Register

Create a record to capture all training activities: who attended, what was covered, the date, and who delivered it.

Deliver manager training (60–90 minutes)

Cover: what psychosocial hazards are, legal obligations, how to use the check-in system, how to respond to concerns, and how to use the reporting system. Record attendance immediately after.

Deliver worker awareness sessions (30–45 minutes)

Cover: what psychosocial hazards are, the specific hazards in your workplace, the controls in place, how to report, and how to access the EAP. Collect Induction Acknowledgement Forms (SF-08).

→ Surveys & Forms — SF-08
7

Module 7 — 90-Day Review Weeks 10–12

Formally review everything you have built, confirm it is working, compile your compliance evidence, and schedule the annual review.

Not Started
This is Not the End — It is the Beginning

The 90-day review is a check on whether what you built is working. Are controls operating as intended? Are check-ins happening? Is the reporting system being used? Have any new hazards emerged?

By the time Module 7 is complete, your compliance tracker should tell a complete story — from hazard identification through to controls, training and review.

Prepare your 90-Day Review Summary

Write a one or two page summary covering: what hazards were identified, what controls were implemented, whether controls are working, training completion, check-in data, and any incidents.

Run the formal 90-Day Review meeting with your WHS Council

Schedule 60–90 minutes. Work through each module area. Director formally approves the completed system.

Update your compliance tracker — all modules

Every module should show "Complete" with all evidence links filled in.

Schedule your Annual Review (Module 8)

Create a recurring calendar event for the WHS Council annual review meeting. Set a reminder 4 weeks before.

8

Module 8 — Annual Review Every Year After

Return to this module every year to review and update your system, archive old records, and confirm your compliance is current.

Not Started
Why Annual Review is a Legal Requirement

A system that was compliant in 2026 is not automatically compliant in 2027. Legislation changes. Your workforce changes. Your workplace changes. The annual review is how you close that gap and maintain genuine compliance.

Trigger Events — Unscheduled Reviews
A worker experiences a psychological injury or makes a workers compensation claim
A significant incident occurs — bullying complaint, harassment allegation, critical incident
A WorkSafe inspector visits or issues a notice
Significant changes to the workforce, work design, or business structure
Schedule the annual review date

Set the same month each year. Create a recurring calendar event and add all WHS Council members.

Prepare the Year in Review summary

A one-page summary covering: incidents, near misses, survey results, check-in data, training completed, controls reviewed, and any changes to the workforce or workplace.

Run the annual WHS Council review meeting

Work through every document in your system. For each document, determine: No Change, Minor Update, or Major Revision. Record the meeting.

Archive previous year records

Create a new year subfolder in your compliance drive. Archive completed operational records from the previous year. Confirm all records are retained — minimum 7 years.

90-Day Compliance Program Complete

You have built something most businesses in Australia have not — a psychosocial compliance system that is genuinely documented, evidenced and operational. Return to Module 8 every year to keep it current.

Manager Training Series

Modules 9–16  ·  Practical skills for managers who lead people through psychosocial risk. Work through each module in order. Use 🔊 Listen to have any module read aloud.

Overall Progress 0% Complete
Self-paced  ·  0 of 8 modules complete
IMPORTANT NOTICE — This training is a practical guide for managers, team leaders and HR professionals. It is not therapy, legal advice, or a substitute for certified mental health first aid training. If someone is in crisis, contact your EAP or call Lifeline on 13 11 14.
9

Module 9 — Understanding Psychosocial Harm

What psychological harm actually is, how it builds, the 14 hazards, and warning signs in your team.

What This Module Covers

This module is about understanding how people get hurt at work — psychologically. Not physical injuries. Psychological ones. The kind that do not show up on an X-ray but are just as real. You do not need a psychology degree to understand this. You just need to understand how pressure builds, what happens when it goes too far, and what that looks like in the people you work with.

Three Core Ideas

Psychological harm is real harm

A broken leg heals in weeks. Severe psychological injury can take years. It can end careers, destroy relationships, and lead to suicide. The law treats it the same as physical harm — because it is just as serious.

It usually builds slowly

Most psychological harm builds over weeks and months — like water filling a bucket. Small pressures pile up. By the time it is obvious, it has usually been building for a long time. Do not wait for a crisis before paying attention.

You have more influence than you think

Research is clear: the biggest single factor in whether a worker experiences psychological harm is their relationship with their direct manager. You have real power to protect the people in your team.

Warning Signs to Watch For

You are not looking for someone to "seem anxious." You are looking for changes from their normal. A talkative person who goes quiet. A careful worker who starts making mistakes. A team player who withdraws.

Withdrawal from the team
Increased errors or missed deadlines
Irritability or emotional reactions
Increased sick leave or lateness
Loss of motivation or engagement
Talking about feeling overwhelmed

MODULE MILESTONES — tick off as you complete each one

I can explain what psychological harm is in plain language

You can describe it as damage to mental health caused by work conditions — not personal weakness.

I know the 14 psychosocial hazards

You can name at least 8 of the 14 hazards and identify which ones are most relevant to your team.

→ SOPs & Policies — SOP-01
I have identified warning signs in my team

You have reflected on your current team and noted any changes in behaviour that warrant a check-in.

I have recorded my completion in the training register

Name, date and module recorded in your Operations Kit training register.

→ Operations Kit
10

Module 10 — Difficult Conversations

The CLEAR Model — a 5-step framework for any hard conversation. Practice scenarios included.

Every manager will eventually need to have a conversation they would rather avoid. A poorly handled conversation can make everything worse. A well-handled one can resolve a problem before it becomes a crisis. The goal of a difficult conversation is not to win — it is a better outcome for everyone.

The CLEAR Model
C

Commit to the conversation

Set the intention — tell the person what kind of conversation this will be. Respectful, calm, focused on a better outcome.

L

Listen to understand

Stay fully present while the other person talks. Do not plan your response. Let them finish before you speak.

E

Explore the specific concern

Name what you have observed in specific, behavioural terms. Not "you have a bad attitude" — "I noticed you left the meeting without saying anything after the decision was made."

A

Acknowledge feelings

Validate what the person is feeling without necessarily agreeing with their interpretation. "I can hear that this has been really frustrating for you."

R

Resolve with a clear next step

Agree on a specific, concrete action. Not "let's try to do better" — "I will send you the updated brief by Thursday and we will check in again next Monday."

MODULE MILESTONES

I can explain the 5 steps of the CLEAR Model

Without looking at notes, you can name and explain each step.

I have practised the CLEAR Model on a real or practice scenario

You have used the model in a real conversation or rehearsed it with a colleague or HR.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
11

Module 11 — Fair Investigation

How to run a procedurally fair investigation into a workplace complaint — without causing further harm.

A fair investigation protects everyone — the person who raised the concern, the person it is about, the witnesses, and the organisation. An unfair investigation can cause as much harm as the original complaint. This module teaches you the principles of procedural fairness and how to apply them in a workplace context.

Natural Justice

Every person has the right to know the allegations against them and to respond before any decision is made.

Impartiality

The investigator must have no personal interest in the outcome. If you are too close to the situation, escalate to HR or an external investigator.

Confidentiality

Information shared during an investigation is confidential. Do not discuss it with people who are not directly involved.

Timeliness

Investigations must be completed promptly. Delays increase harm to all parties and create legal risk for the organisation.

MODULE MILESTONES

I understand the 4 principles of procedural fairness

Natural justice, impartiality, confidentiality, timeliness — you can explain each one.

I know when to escalate to HR or an external investigator

You understand the situations where you should not investigate yourself.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
12

Module 12 — Manager Self-Care

You cannot pour from an empty cup. How to protect your own psychological health while supporting others.

Managers are at higher risk of psychological harm than the workers they manage. You absorb the stress of the team. You carry the weight of decisions. You are expected to be available, calm and capable — even when you are not. This module is about recognising that, and doing something about it.

Recognise your own warning signs

Irritability, difficulty sleeping, loss of motivation, cynicism about the work — these are your bucket filling. Notice them early.

Use your own check-in system

Have someone you can be honest with — your manager, HR, a peer, or your EAP. The same check-in system you use with your team applies to you.

Protect your recovery time

Recovery is not a luxury. It is a legal requirement — under WHS law, your employer has a duty of care to you too. Protect your leave, your boundaries and your time away from work.

MODULE MILESTONES

I have identified my own early warning signs

You know what your personal indicators of stress and overload look like.

I have a person or system I use for my own check-in

You have identified who you talk to when you are struggling — manager, HR, peer or EAP.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
13

Module 13 — Hazards by Role

How psychosocial hazards show up differently depending on the role, industry and team structure.

Not all psychosocial hazards affect all roles equally. A frontline customer service worker faces different hazards than a remote software developer. A manager faces different hazards than a casual worker. This module helps you identify which hazards are most elevated in specific roles in your team — so your risk assessments are accurate and your controls are targeted.

Customer-Facing Roles

Elevated: PH-11 (Violence/Aggression), PH-06 (Emotional Demands), PH-01 (High Job Demands). Controls: de-escalation training, clear refusal protocols, debrief after incidents.

Remote / Work-From-Home Roles

Elevated: PH-13 (Remote/Isolated Work), PH-04 (Poor Support), PH-07 (Poor Organisational Change). Controls: structured check-ins, connection rituals, clear communication protocols.

Manager / Team Leader Roles

Elevated: PH-01 (High Job Demands), PH-03 (Role Overload), PH-14 (Traumatic Events via secondary exposure). Controls: peer support, manager check-ins, EAP access, workload review.

MODULE MILESTONES

I have identified the top 3 hazards for each role type in my team

You have mapped role types to their elevated hazards in your risk register.

→ Risk Kit
I have updated my risk assessments to reflect role-specific hazards

Your Hazard Register reflects the specific roles in your team, not just generic hazards.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
14

Module 14 — Return to Work After Psychological Injury

A step-by-step guide for managing return to work after stress leave, burnout or psychological injury — including the legally required post-return risk assessment.

⚠ Legal Requirement

A psychological injury requiring leave is a psychosocial incident under Regulation 55D of the WHS Regulations. You must conduct a formal post-return risk assessment — not just a welfare check. This must be documented. Regulations are in force across all Australian jurisdictions (most states from 1 April 2023; Victoria from 1 December 2025).

Bringing someone back to work after a psychological injury is one of the most important things a manager will ever do. Get it right and the person recovers well and continues as a contributing team member. Get it wrong and they relapse or never fully return. The difference is almost always in how the manager handles the return — and whether the organisation uses it as a trigger to formally review and fix what went wrong.

📌 Step 1 — Apply ESIP Before Planning Anything

Before designing a return to work plan, run an honest ESIP assessment. Ask whether the conditions that caused the injury have actually been addressed.

E — Environment
Has the culture or team climate that contributed to the injury actually changed? Ask: would I be comfortable telling their treating doctor the environment is safe?
S — Systems
Have the systems, role structures or workload issues that contributed been fixed? Are the systems they return to different from the ones that caused the injury?
I — Implementation
Have managers been trained on how to support the return? Have team members been briefed appropriately? Does everyone know their role?
P — People
Is there any interpersonal issue — a colleague, manager or client — that directly contributed and has not been resolved?
📌 ESIP Rule: If you cannot honestly clear E, S and I, the person should not return to the same conditions. Returning someone to an unchanged environment is not return to work — it is re-exposure to the cause of their injury.
📌 Step 2 — The Return to Work Process
4A
Make contact during leave — a brief warm check-in, not about work. Never pressure return before medical clearance.
4B
Pre-return conversation — 1–2 weeks before return. Ask: “What would help you feel safe coming back?” and “What do you think contributed most to how you were feeling?” Their answer is direct input into the risk assessment.
4C
Graduated return plan — written, signed by both parties. Start lower hours than you think necessary. Fatigue is a major risk in psychological recovery. Include review dates.
4D
First week — meet privately before day begins. Do not load them with backlog. Run all scheduled check-ins even if they seem fine.
4E
Monitor without surveillance — scheduled agreed check-ins, open questions. Not output monitoring or asking colleagues about them.
📌 Step 3 — Post-Return Risk Assessment (Legally Required)

Complete within the first two weeks of return. Use ESIP to document: what contributed to the injury, what has been done, what still needs to be done, who is responsible and by when. File in the confidential folder alongside the return to work plan.

After completing the assessment, ask: could this happen to anyone else in the same role? Roll controls out to the whole role — not just as a special case for the individual. Update your PH risk assessment documents (PH-01 to PH-14) and your compliance tracker.
📌 Step 4 — Early Detection Plan

A specific documented plan — agreed with the person — for how their ongoing wellbeing will be monitored. Ask them: “What were the earliest signs, looking back, that things were getting difficult? What would you want me to notice and say something about?”

Document: specific early warning signs, check-in frequency, escalation pathway, review dates. Include in the return to work plan.

📋 Documents for This Module
📄
SOP-25 — Psychological Injury Response
SOPs →
📄
SOP-26 — Return to Work — Psychological Injury
SOPs →
📋
OPS-WCI-02 — Weekly Check-In Log (use throughout return period)
Ops Kit →
I understand the ESIP framework for return to work

I can apply E, S, I and P to assess whether conditions have been addressed before someone returns. I understand that returning someone to unchanged conditions is re-exposure to the cause of their injury.

I know how to conduct the pre-return conversation

I know to ask what contributed to the injury — and that the person's answer is direct input into the post-return risk assessment.

I have completed (or know how to complete) the post-return risk assessment

I understand this is legally required under Regulation 55D — not just good practice. I document it, implement the controls, and update the PH risk assessment documents.

→ Operations Kit
I have an early detection plan in place for this person

Specific early warning signs agreed with the person, check-in frequency, escalation pathway and review dates are all documented in the return to work plan.

15

Module 15 — Managing Underperformance

How to address underperformance fairly, lawfully and without causing psychological harm.

Underperformance is one of the most common and most avoided management challenges. Avoiding it does not make it go away — it makes it worse. And when it is handled poorly, it becomes a psychosocial hazard in itself. This module gives you a structured, fair approach.

Step 1 — Check the system before blaming the person

Run ESIP. Is the underperformance caused by unclear expectations, inadequate support, poor tools, or a hazard in the work environment? Fix the system first.

Step 2 — Have the conversation early

Use CLEAR. Name the specific behaviour or outcome, not the person's character. Give the person a genuine opportunity to respond.

Step 3 — Set clear expectations and support

Document what is expected, by when, and what support you will provide. A Performance Improvement Plan (PIP) is appropriate when informal conversation has not resolved the issue.

Step 4 — Follow up consistently

Check in at the agreed intervals. Acknowledge improvement. Address continued underperformance through HR.

MODULE MILESTONES

I can apply ESIP before addressing underperformance

You check the system before blaming the person — every time.

I have had (or am prepared to have) an underperformance conversation using CLEAR

You have practised or applied the model to a real situation.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
16

Module 16 — Speak-Up Culture

How to build a workplace where people feel genuinely safe to raise concerns — and what to do when they do.

A speak-up culture is not built by putting up a poster. It is built by what happens when someone speaks up. If the first person to raise a concern is ignored, punished or made to feel like a problem — everyone else notices. And no one else speaks up. This module teaches you how to build the conditions for genuine psychological safety.

What psychological safety actually means

It means workers believe they can speak up — about concerns, mistakes, ideas, and disagreements — without fear of punishment, humiliation or being ignored. It is not about being comfortable. It is about being safe.

The three things that destroy speak-up culture

1. Shooting the messenger — responding to concerns with defensiveness or punishment. 2. Doing nothing — receiving a concern and taking no visible action. 3. Breaching confidentiality — making it obvious who raised a concern.

The three things that build it

1. Acting on what you hear — even if the action is small. 2. Closing the loop — telling the person what you did with their concern. 3. Modelling it yourself — sharing your own concerns and uncertainties with the team.

MODULE MILESTONES

I have reviewed how I respond when someone raises a concern

You have honestly assessed whether your responses build or undermine psychological safety.

I have run the annual worker survey and reviewed results with the team

Survey results have been shared with workers and used to identify actions.

→ Surveys & Forms — SF-01
I have recorded my completion in the training register

Name, date and module recorded. Manager Training Series complete.

→ Operations Kit

Sector Series

Modules 17–20  ·  Advanced training for high-risk industries and specialist management scenarios. Use 🔊 Listen to have any module read aloud.

Overall Progress 0% Complete
Self-paced  ·  0 of 4 modules complete
IMPORTANT NOTICE — This training is a guide only. It does not replace therapy, certified mental health first aid training, or professional legal advice. If someone is in crisis, call Lifeline on 13 11 14.
17

Module 17 — Trauma-Exposed Workplaces

Psychological First Aid, critical incident debriefing, and leading teams through traumatic events.

A trauma-exposed workplace is any workplace where workers regularly encounter traumatic content, events or people as part of their normal role. Emergency services, healthcare, social work, child protection, corrections, mental health services. But also: customer service roles where workers are regularly exposed to aggression, roles that involve dealing with death or serious injury, and roles that involve exposure to distressing content.

Psychological First Aid — Look, Listen, Link
👁️

Look

Check in with everyone who was present or affected — not just those who are visibly distressed. Some people show distress later.

👂

Listen

Be physically present. Use open, gentle questions. Tolerate silence. Do NOT ask for a full account of what happened — that comes 24–72 hours later in a structured debrief.

🔗

Link

Connect the person to the right support — EAP, GP, peer support, or emergency services if needed. Do not leave them without a next step.

Required controls in trauma-exposed workplaces

Structured debrief process · Peer support program · Regular manager check-ins with cumulative trauma awareness · Active EAP promotion · Workload adjustment after significant trauma exposure · Mandatory post-incident reviews under Regulation 55D · Manager training in Psychological First Aid

MODULE MILESTONES

I can apply Psychological First Aid using Look, Listen, Link

You know the correct sequence and what NOT to do in the first hours after an incident.

My workplace has a structured debrief process that is actually being used

Not just documented — operational. Review SOP-24 (Critical Incident Psychological Support).

→ SOPs & Policies — SOP-24
I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
18

Module 18 — Remote & Isolated Workers

The psychology of isolation, lone worker legal obligations, and building real connection across distance.

Remote and isolated work is one of the fastest growing workplace risk areas in Australia. The manager who thinks "they have access to the team chat and they can call me anytime" has confused availability with connection. Availability is structural. Connection is relational. They are not the same.

Remote vs Isolated — the difference matters

Remote = physically separated from colleagues (e.g. WFH). Isolated = working alone with no nearby assistance if something goes wrong. A worker can be both. Your risk assessment must reflect the actual situation.

Lone worker legal requirements

Every lone worker must have: a documented safety plan, a check-in schedule, an emergency protocol (physical AND psychological), and a named contact who will act if they do not check in.

Monitoring vs surveillance

Monitoring is disclosed, consented to, and used for safety. Surveillance is covert, disproportionate, or used to measure productivity. Surveillance is itself a psychosocial hazard (PH-02 — Low Job Control).

MODULE MILESTONES

Every lone worker in my team has a documented safety plan

Not just a policy — an individual plan with check-in schedule and emergency contacts. Review SOP-16.

→ SOPs & Policies — SOP-16
I use remote-specific check-in questions with my remote workers

Generic "how are you going?" is not enough for remote workers. You ask about isolation, connection and switching off.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
19

Module 19 — Leading Through Change

Why poorly managed change causes psychological injury — and how to lead change that does not harm people.

Poorly managed change is the single most common trigger for workplace psychological injury claims in Australia. Not the change itself — the way it is led. Uncertainty is more stressful than bad news. A worker told clearly their role is being made redundant can begin to grieve and plan. A worker told "there will be changes but we cannot say more" is held in chronic uncertainty that is deeply harmful over time.

What workers need from their leader during change

1. Honesty — tell them what you know, even when it is limited. Avoid false reassurance. 2. Consistency — keep running check-ins, stay visible, do not disappear into meetings. 3. Meaning — connect the change to something real and true, not the PR version.

Do not forget the survivors

After a restructure, the people who remain are often overlooked. They experience survivor guilt, increased anxiety, grief for lost colleagues, and often increased workload. Check in individually with every team member — do not assume those who seem fine actually are.

MODULE MILESTONES

I have applied ESIP to any current change in my organisation

You have assessed what systemic factors are creating risk during the change and what controls are needed.

I am maintaining my check-ins consistently through the change period

Check-ins do not stop during change — they become more important.

I have recorded my completion in the training register

Name, date and module recorded.

→ Operations Kit
20

Module 20 — Conflict Resolution

The structured interventions that resolve conflict before it becomes a formal complaint or workers compensation claim.

Most managers know two things about workplace conflict: how to ignore it and hope it goes away, and how to escalate it to a formal process. What they do not know is the middle ground — the structured, skilled interventions that resolve conflict before it becomes a formal complaint, a bullying investigation or a workers compensation claim.

Stage 1–3: Manager intervenes directly

Individual conversations using CLEAR → Facilitated discussion (structured 3-way conversation) → Informal mediation. The earlier you intervene, the lower the harm to all parties.

Stage 4–5: Escalate to HR / formal process

Stage 4 requires HR involvement. Stage 5 requires a formal investigation. You cannot mediate a conflict you are not independent from — know when to step back.

After resolution — run ESIP

Ask what systemic factors created the conditions for the conflict — and fix them. Many conflicts that appear to be about two people are actually about the conditions around them.

MODULE MILESTONES

I can identify what stage a conflict is at and choose the right intervention

You know the escalation ladder and when to use conversation, facilitated discussion, or mediation.

I have run ESIP on any current or recent conflict in my team

You have identified the systemic factors and updated the relevant risk assessments.

→ Risk Kit
I have recorded my completion — Sector Series complete

Name, date and module recorded. You have now completed all 20 SafeWize training modules.

→ Operations Kit

Hi, I'm Sam

I'm your SafeWize AI Compliance Trainer. I can stay open while you work through your documents — just open my chat and I'll be with you on every page.

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