This self-directed toolkit is designed for people leaders, HR professionals, and health and safety specialists to assess psychosocial hazards in the workplace.It provides a structured approach to identifying, assessing, and managing hazards that may impact employees' mental and physical health.
This assessment can be completed by anyone in a supervisory or managerial role. It's a proactive tool to help maintain a supportive and productive workplace.
Disclaimer
This toolkit is intended as a guide. You may need to adapt the materials to suit your workplace.
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Are you ready for this toolkit?
Before getting started, ask yourself:
- Are you the right person to complete the work? (a people leader, HR professional, or health and safety specialist)
- Who else should be consulted or informed?
Recommended prerequisites:
How to use this toolkit
This toolkit includes tools such as a template, a survey, and step-by-step instructions to support your psychosocial hazard assessment process. Follow this step-by-step process to identify psychosocial hazards, assess risks, and create a customized action plan for your workplace.
Pre-work checklist
When planning the assessment, complete the following tasks:
- Identify target groups or roles: decide which employees, roles, or tasks need assessment
- Engage key participants: involve all relevant parties, such as employees, leadership and occupational health and safety staff
- Select tools and practices: choose methods suitable for your workplace context (e.g. surveys, focus groups)
Templates
Use the sample templates as a starting point - be sure to customize them for your workplace.
Step 1 - Identify hazards
- Use the Psychosocial Hazards Assessment Template in the templates section to guide you throughout the process. This tool consists of two key components: Psychosocial Hazards Assessment and Action Plan
- Complete the Psychosocial Hazards Assessment. This involves:
- Consulting with employees to gather information on potential hazards (use anonymous surveys, focus groups, or one-on-one conversations)
- Observing how work tasks are being performed to identify potential hazards. Be sure you are assessing how the work is actually done – not how it was planned or intended
- Reviewing your organization’s data for trends. IDIR-restricted sources include:
Optional tools
Step 2 - Assess for risks
- Follow the Psychosocial Hazards assessment template to evaluate your hazards using the risk matrix assessment tab:
- Probability: How often does the hazard occur? (Scale: Rare to Very Likely)
- Impact: What is the potential impact if it occurs? (Scale: Minor to Major)
- Risk: Combine frequency and impact to determine a risk level (Scale: Low to High)
- Rank your hazards based on their level of risk, assigning the highest priority to those with the highest combined probability and impact
- Prioritizing hazards helps to determine which to control first
Note: A hazard is something that has the potential to cause harm, while risk refers to the severity of that harm occurring.
Step 3 - Implement control measures
- Use the Psychosocial Hazards Assessment Template Action Plan tab to guide the development of your action plan based on your list of prioritized hazards
- Apply the principles of the traditional physical hazard hierarchy of controls, with a few adaptations - starting with the most effective interventions (elimination, work re-design, policy) and progressing to less effective ones (training and self-care tools, employee assistance strategies):
- Elimination: completely remove the hazard
- Work re-design: change the work to reduce hazard exposure
- Policy: set expectations for how people/work interact
- Training and self-care tools: provide resources for self-care
- Employee assistance: facilitate early intervention support
- Focus on addressing the source of the hazard or the root cause when deciding on control measures, starting with the most effective interventions
- Use evidence-based practices when deciding on how to embed controls into existing systems, policies, and practices
- Recognize that education and promotion controls are ranked lower because they rely on human behavior which can be less reliable and effective in consistently managing risks
- Understand that not all hazards may be eliminated, so aim for a combination of actions to reduce risks wherever possible
- Some of the hazards may not create psychosocial risks on their own, but may do so if combined with other hazards, so consider them together
- Include employees in the process as they bring their knowledge, experience and practical understanding of the roles and tasks
- Before you finalize your plan, consult with relevant parties, such as leadership or your ministry or PSA Safety Specialists for alignment
- Share the findings and planned actions with employees to keep them informed about the steps taken to improve psychological health and safety in the workplace
Step 4 - Monitor and review
- Identifying and managing hazards is an ongoing process, not a one-time task
- Assign responsibility for re-evaluating psychosocial hazards on a set schedule
- Evaluate your hazard controls to determine their effectiveness and identify areas for improvement
- Review your plan regularly, especially after major changes in the workplace (e.g. annually)
- Share the results of the review with employees