Incident Management
EHS Reporting Software That Links Incident Records to Disability Claims & RTW Plans
Record, investigate, and resolve workplace incidents using our EHS incident reporting software that’s designed for safety and incident management. Never lose context when incidents turn into claims, return-to-work plans, or modified duties.
Investigations and corrective actions remain connected to the original record.
- Designed for Enterprise EHS and HR Teams in regulated and high-risk industries.
Most Common Failures in Safety and Incident Reporting
Safety incidents in the workplace can lead to reactive, inconsistent processes instead of standardized, compliance-driven measures. Data soon becomes fragmented, investigations begin to lack structure, and when claims are filed, teams have lost context on investigations and corrective actions, causing them to do extra work.
All the while they are missing regulatory reporting deadlines and unintentionally exposing the organization to HR compliance risk.
An Incident Management System for Mitigating HR Compliance Risk
Organizations that integrate an EHS incident management system with their core HR see clear improvements in various areas, including reporting, investigation, resolution, and compliance.
Incidents are captured early and linked to the employee with full context, audits have a complete paper trail, and investigations consistently identify root causes, which lead to standardized corrective actions.
Region-specific compliance forms are generated automatically, and a clear visibility into trends (before they become risks) makes compliance easier, and reduces the number of total safety incidents.
Every incident reported at the point of occurrence
Mobile reporting with offline sync capabilities means field workers log incidents from the jobsite without needing access to a computer. Near-misses are captured and reported early before they become injuries.
Root cause identified and corrective actions enforced
Structured root cause analysis, 5–Whys, and Ishikawa frameworks are built into the investigation workflow. Corrective actions are assigned, tracked with due dates, and linked to the safety incident record in the system.
OSHA, WSIB, and WCB forms generated automatically
Compliance forms auto populate from the safety incident data that already lives in the system. Instead of rebuilding everything before an audit, teams are working from complete, audit-ready records.
Real-time visibility across incident types and locations
Safety, disability claims, and return-to-work data lives in one interconnected system. Dashboards show trends, high-risk areas, and recurrence patterns across health & safety compliances before they escalate into regulatory findings.
Core Capabilities
Our incident management platform allows users to report a safety incident, choose the incident type that applies to them, and track their case as it progresses.
Role-specific users can assign people for pre-investigation and formal investigation, analyze root causes, and arrive at corrective actions. The process is configurable based on your organization’s specific requirements and workflows, pre-built with best practices in high-risk and regulated industries to minimize compliance risk.
Role-based permissions also limit access and control who can see sensitive case data.
Mobile incident reporting and offline sync
Field workers can report multiple incident types, including near-misses, workplace injuries, vehicle collisions, and fire or explosion events even without internet connectivity.
Once connection is restored, data syncs automatically and single-sign on keeps access simple without requiring repeated logins.
Root cause analysis & corrective action tracking
Built-in frameworks (5 Whys, Ishikawa) ensure a consistent approach to identifying root causes.
Corrective actions are assigned from the same record with clear ownership and tracking, and incidents are only closed once actions are completed and the issue is resolved.
Automated OSHA 300/300A/301, WSIB, WCB, CNESST forms
Regulatory forms are generated automatically from safety incident data already in the system, eliminating repetitive admin tasks.
Multi-jurisdictional HR compliance is handled without compiling data manually.
AI-enabled dashboards and reporting
Real-time visibility into incident trends, root causes, high-risk areas, common incident types, and recurrence patterns across locations without manual reporting.
Self-service admin portal
Centralized Employee Self-Service Portal enabling employees to initiate requests, report concerns, access knowledge resources, and track case progress from submission to resolution.
What our clients say about us
An Incident Doesn’t End with the Injury
An incident gets reported and investigated, but it also sets off a chain reaction.
A few days later, it evolves into a disability claim. The same details have to be entered again, documents need to be re-uploaded, and the cycle repeats when the return-to-work planning starts, especially if HR doesn’t have context from the original investigation.
At that point, the team handling the claim isn’t working from the same case anymore. And it’s also doing repeated work.
In Sodales, the case continues from the original incident.
Incident connects directly to disability and return-to-work
When a workplace injury becomes a disability claim, the case inherits the incident record.
Safety, HR, and legal work from the same case with one source of truth from day one without needing data transfer or filling version gaps between teams.
Job accommodation obligations flow from the incident record
As restrictions are set during return-to-work plan, job accommodation obligations surface in the same system.
No manual handoff between safety, disability, and HR teams managing modified duties
Labor relations and legal team has full context if a grievance or lawsuit is filed
If a safety dispute becomes a grievance or lawsuit, the incident record, disability case, and job accommodation history are all in one place.
Labor relations and legal teams walk into the first meeting with the full picture.
HRIS-agnostic integration with HRIS and HCM systems
Native integration with HCM and HRIS systems, including SAP, Workday, Dayforce, Oracle, UKG and others.
Employee data stays connected to the incident record in one platform. No duplicate entry or broken handoffs across systems.
Integrate with the systems you already use
Connect to leading HRIS and HCM platforms like SAP SuccessFactors, Workday, Dayforce, Oracle, and UKG.
Go live in weeks with an AI-powered platform built for fast implementation. Hosted on secure SAP data centers to protect your data and keep everything in sync.
Connected Capabilities with Incident Management
In health & safety management, incident management is generally the starting point. Usually, HR teams need to connect processes for disability claims, return-to-work plans, and job accommodation requests. This compliance interjects with employee relations and labor relations processes, such as grievances, arbitration, and CBA management.
Our platform interconnects all these processes in one place to ensure compliance and an audit trail throughout the process.
Manage modified duty, restrictions and return-to-work in one system.
No manual HR coordination
Manage multiple types of grievances, legal escalations with applied CBA rules into your worflows.
FAQs
What is EHS Incident Reporting Software?
It is a platform that helps organizations document, investigate and resolve workplace safety incidents.
Some incident types include: near-misses, workplace injuries, equipment damage, and fire or explosions.
Unlike general IT incident tools, EHS-specific platforms are built around regulatory compliance (OSHA, WSIB, WCB), root cause analysis, and return-to-work processes following a work injury.
Does Workday support incident management?
Partially – it supports employee relations incidents through its Marketplace, but has no native module for EHS.
Workplace injuries, safety investigations, and regulatory submissions fall outside its scope.
Sodales integrates directly with Workday to support EHS without replacing it as your core HR system.
How does incident management integrate with employee relations systems?
Integration works bi-directionally. Incident data flows into the ER system and employee records flow back into the incident module.
When a workplace injury is logged, the relevant employee profile is already there and the ER team sees the incident history without switching platforms.
Sodales connects to Workday through pre-built APIs, keeping both systems in sync without manual data entry.
Does Workday include a health and safety incident module?
No. Workday covers core HR, payroll, and employee relations but does not have a native EHS incident module.
Organizations that need injury reporting, investigation workflows, or regulatory submissions integrate an EHS platform with their Workday ecosystem.
Sodales covers the full incident lifecycle by connecting directly with Workday.
How do incident management systems integrate with HR platforms?
Through pre-built APIs that sync employee data bi-directionally between the two systems.
Sodales integrates with SAP, Workday, Dayforce, Oracle and UKG, making it easy for HR teams to work from a single source of truth rather than handling data from multiple systems.
Why is integrating incident and workforce data important?
Because incident context without employee context is incomplete. Knowing that an injury occurred matters less than knowing who was involved, their role, their history, and whether a pattern exists across a team or site.
Without integration, safety and HR teams handle data manually, which slows investigations, creates repoting gaps, and increases compliance risk.
Do incident systems offer real-time integration?
Yes. Modern EHS platforms sync incident and employee data in real time, so records update across systems the moment an incident is logged.
There are no manual imports, schedules syncs or lag.
Sodales maintains live data flow across SAP, Workday, Dayforce, Oracle, and UKG through pre-built APIs.
How does workers’ compensation tracking integrate with incident systems?
When an incident is logged, it automatically triggers the workers’ compensation workflow.
Sodales pulls the employee record and generates the required jurisdiction forms for OSHA, WSIB, WCB, and CNESST.
Claims get filed on time instead of falling through the gap between safety and HR.
Are there any prerequisites to deploy Sodales for Enterprise Health, Safety and Employee Relations?
There are no prerequisites to deploy Sodales. Sodales integrates seamlessly with SAP SuccessFactors or SAP S/4HANA® and can also be implemented independently or with any other core HR system.
As a customer, am I required to implement all modules when I get started?
Put simply, no. Sodales is built as a process flow-based product, which allows our modules to be deployed independently of each other, but also has the modular ability to be deployed in conjunction with each other. As a Sodales customer, you can start with one module, and add others at any time, or you can begin with a combination of modules – whatever best suits your organizations needs and requirements. Common module combinations are incident and disability modules, or case management and discipline modules; but again, we can add modules that would best suit the needs of your business.
Is the Sodales platform extensible or customizable?
Sodales utilizes a customer-centric approach that allows you to configure the platform to meet your organization’s unique requirements. With robust administration capabilities, Sodales provides an agile platform to help you accelerate your digital transformation in HR processes for health, safety and employee relations. We do not require customization, rather, to offer our customers with similar functionalities and capabilities- our Solution Development Kit (SDK) allows for an easy extension of our product, for components like forms, drop-down menus, flows, reports, outputs, APIs, and more. With this, we can cater to company specific requirements of a customer, which will accommodate their location specific needs. Additionally, these changes are preserved during the upgrade processes.
With this series, we aim to provide you with valuable resources and expert advice on our solution. You will discover that at Sodales, we are passionate about helping highly regulated industries improve safety, communication, and employee experience with an all-in-one integrated software solution.
If you are interested in learning more about Sodales, and to learn more about how we take a proactive approach to health, safety, and employee relations, book a demo here and someone from our team will be delighted to show you how Sodales can help you seamlessly manage your business’ compliance and governance with one unified platform.
Can the end-user personalize the Sodales platform?
Yes, there are several editable functionalities available through the self-service capabilities, including but are not limited to, editing workflow timelines, letter templates, form templates, and report settings.
How does Sodales help organizations adhere to global health and safety requirements?
Firstly, identifying and understanding the specific health and safety regulations and standards that apply to your industry and location (as laws can vary based on region and industry) is key to understanding what you need to comply with as an organization. Sodales is available globally, as the solutions is built on SAP BTP, which means that it can host in any of the SAP data centres around the world. Currently, Sodales has customers who are hosting Sodales in Saudi Arabia, Canada, United States of America, Australia, and more. This means, Sodales can integrate with your organizations existing HR platform to help you adhere to your country-specific regulations, no matter where your organization is located, even if your organization is operating in multiple countries.
If we look at disability management for example, organizations in the retail sector or constructions sector, who are exposed to many elements (tall ladders, hazardous materials, forklifts, etc.), want to establish clear procedures for reporting to be able to thoroughly determine the root causes and take corrective actions. Sodales can seamlessly integrate with OSHA reporting requirements, short-term disability and long-term disability requirements, and provide compliance packages which can then be independently and seamlessly deployed.
One crucial compliance module that Sodales makes available, includes requirements sought by the Accessibility for Ontarians with Disabilities Act (AODA) and the Americans with Disabilities Act (ADA) – two different sets of accessibility regulations that aim to ensure equal access and opportunities for individuals with disabilities. Non-compliance with these acts can result in penalties, lawsuits, and court-ordered remedies. It is important for organizations to understand and adhere to the specific accessibility standards and requirements that apply to them under these laws, location dependant.
No matter the location, specific labor relations needs, or union specific rules, with Sodales’ compliance modules and disability management solution, the full breadth of capabilities can help your organization adhere to any compliance requirement.
How does Sodales help labor organizations adhere to compliance requirements?
As organizations grow, compliance requirements tend to get more complex, according to an article published by Alp Consulting; compliance is everywhere, whether you’re dealing with payroll, or discrimination or harassment, ensuring that your compliance processes are adhered to is crucial for safeguarding the interests of the organization and its employees.
If we look at highly unionized organizations in the utilities sector, higher education sector, or public sector, these organizations are bound by compliance and key employee processes as stated in their collective bargaining agreements (CBA); collective bargaining agreements are the baseline engine and driving force for those processes as they outline terms and conditions of employment, including wages, working hours, benefits, grievance procedures, and more. Maintaining compliance within unionized organizations becomes complex with multiple unions and multiple collective bargaining agreements that require different processes for grievances, seniority, and job bidding. With Sodales, representatives from these labor unions can monitor and ensure employer and employee compliance with the collective bargaining agreement, using tools from the Sodales software that manage inspections, audits, reports, job bidding, and more.
In addition, if an employee or employer needs education on their collective bargaining agreements provisions to ensure they fully understand it, Sodales’ CBA management tool ensures that employees understand their rights and responsibilities under the agreement, so when, for example, an employee files a grievance or discipline and refers to a clause in an existing CBA, the management tool will pull the clause directly from the contract manager to ensure it is a concise and valid reference.
It’s simple, with Sodales, simultaneously managing multiple unions, multiple collective bargaining agreements, company specific rules, and government laws, it becomes seamless and easy.
What type of training does Sodales provide when we implement the product?
Sodales has an extensive methodology when it comes to training. Our training is provided based on user roles and target groups, including, role-based training for business users, admin users, and more; this training is provided at different stages of the implementation process.
Once I implement the Sodales product, how will you support me?
At Sodales, a support portal will be made available 24/7 for all licensed users; following the guidelines as set out in the SLA, between Sodales and the customer.
Purpose-built for highly-regulated industries
Make faster, more informed decisions with industry-specific content based on unique industry regulations and expertise. Consistent, standardized processes promote well-being and engagement– and ensure you’re always on the right side of compliance. When you put people at the heart of your business – you can support, protect and empower them in even the most challenging work environment.
Talk to our Incident Management Team
Our incident management specialists will walk you through how Sodales fits your specific process in a 30-minute call.
Explore a short demo that demonstrates our system’s capabilities in a sandbox environment. Make an informed decision by speaking to our Solution Advisors who will guide you through the entire process. No pressure or commitment required.
See for yourself what Sodales has to offer.
