HSE Performance Monitoring Tool – Manager Version

Description
Overview

This tool is designed to build an HSE (Health, Safety and Environment) database and analyze over 40 leading indicators and 10 lagging indicators to generate HSE performance reports.
Main Features

The tool has five main features:

1. HSE Objectives and Targets Sheet
   

2. Source Data Sheet
   

3. Monthly HSE Report Template
   

4. Dashboards
   

5. Various Reports (Pivot tables and charts)
   

1. Source Data Sheet

• This is where you input data such as:
  

  • Number of Employees
    

  • Man Days
    

  • Man Hours Worked
    

  • Various other indicators
    

• Safety Lagging Indicators:
  

  • Reactively measure failures
    

  • Capture all types of incidents
    

  • Separate Total Recordable Cases (TRC) from other incidents
    

  • Estimate incident rates such as:
    

    • Lost Time Injury Frequency Rate (LTIFR)
      

    • Total Recordable Injury Frequency Rate (TRIFR)
      

• Safety Leading Indicators:
  

  • Proactively measure success
    

  • Based on generic indicators applicable to all high-risk workplaces
    

2. Dashboards

There are 10 dynamic dashboards, each focusing on specific aspects of the safety management system:

1. Performance Trend Dashboard
   

2. Targets Summary Dashboard
   

3. Incident Dashboard
   

4. Control of Work (CoW) Dashboard
   

5. Behavior Based Safety (BBS) Dashboard
   

6. Workplace Control Monitoring (WCM) Dashboard
   

7. Employee Training and Awareness (ETA) Dashboard
   

8. Continual Improvement (CI) Dashboard
   

9. Employee Engagement (EE) Dashboard
   

10. Emergency Response (ER) Dashboard
    

Key Functions:

• With one click of “Refresh All”, all dashboards and reports update automatically
  

• Control all 10 dashboards and 45 reports using any slicer or timeline in the workbook
  

3. HSE Statistics Sheet

• Automatically populates monthly statistics of all KPIs in a table for easy review
  

• Requires no extra effort — users just focus on building their HSE KPI database
  

4. Monthly HSE Report Template

• Automatically populates and generates monthly reports based on Source Data Sheet
  

• Eliminates repeated manual entries
  

• Builds the HSE database while producing reports
  

5. HSE Objectives and Targets Sheet

• Users can set their own targets based on Source Data Sheet indicators
  

• Choose performance trends by timeline: monthly, quarterly, semi-annual, or annual
  

• Conditional formatting:
  

  • Red = underperformance
    

  • Green = good performance
    

• Encourages continual improvement to keep all indicators in the green
  

Various Reports

• 45 sheets of tables and graphs for each KPI in the Source Data Sheet
  

• Enables in-depth analysis and supports Annual HSE Performance Reports
  

Manager Version – Unique Selling Point

• Allows only monthly data entries
  

• Ideal for HSE professionals with heavy workloads who need to focus on strategic issues rather than daily admin tasks
  

Pre-Defined and Pre-Structured Templates

• Includes pre-defined KPIs and pre-structured templates
  

• Users only need to build their database
  

• With one click, all reports are generated
  

Compatibility

• Perfect for organizations without a proprietary HSE management system
  

• Delivered as a Microsoft Excel file — no installation required
  

• Works on Windows and Mac
  

• Compatible with Microsoft Excel 2013 and later versions