Your how-to: Setting up a simple tracking system for mental health compliance

Category
Process and Procedures
Sub-category
Compliance and Legal Requirements
Level
Maturity Matrix Level 1

A simple tracking system for mental health compliance activities in the workplace is a mechanism which offers oversight and management of your organisation's obligations as per Australian mental health guidelines and legislation. It involves maintaining up-to-date records and tracking activities related to initiatives, accommodation and other actions focused on supporting employees' mental wellbeing at work.

The system ensures that you are compliant with relevant legislation, such as the Safe Work Australia’s legislation, where it pertains to employees' psychological health and safety. Activities to monitor and track could include employee participation in mental wellbeing programs, adjustments made for those struggling with mental health issues, records of incidents which impact mental health and employee feedback.

The tracking system can take many forms, such as a digital dashboard or a managed spreadsheet, but the core function is to document, monitor, and analyse data regarding your organisation’s efforts in mitigating mental health issues within your workforce. This data empowers HR teams with insights that can facilitate proactive strategies to improve and maintain the mental wellbeing of their employees, as well as ensure necessary legal and policy obligations are met.

Step by step instructions

Step 1

Gather Relevant Information: Start off by identifying and assembling related information like the Australian mental health guidelines and legislation that applies to your business sector. Familiarise yourself with major regulations such as the Safe Work Australia’s national policy on employee psychological wellbeing, and specific Australian State or Territory laws if applicable.

Step 3

Define Tracking Parameters: Decide what parameters need to be monitored to ensure compliance. This could include the number of employees participating in mental wellbeing programmes, the nature of adjustments made, records of incidents which impact mental health, and employee feedback on their wellbeing.

Step 5

Develop Data Analysis Tools and Techniques: Utilise data analytics tools which can quantify data and convert them into actionable insights. Engage with data in ways that will highlight areas of improvement and can inform future mental health strategies in your workplace.

Step 7

Take Corrective Actions: Develop processes for corrective action in case the gathered data suggests underperformance in mental health support or non-compliance with laws. Prompt corrective actions are crucial to maintain a supportive work environment and enhance employee wellbeing while minimising legal and operational risks.

Step 2

Identify Key Mental Health Activities: Outline the specific mental health-related activities that your organisation undertakes or plans to undertake. This could include mental health workshops, individual counselling sessions, adjustments or accommodations for those experiencing mental health issues, and other support initiatives.

Step 4

Establish a Data Recording System: Choose a record management system that suits your organisation. This could include a digital dashboard for automated tracking or a managed spreadsheet for manual input. The system should allow you to document, monitor, and analyse all relevant data.

Step 6

Implement a Regular Review Process: Create a routine of regularly reviewing the tracked data. This can involve monthly checks or quarterly deep-dive analyses. This process can help ensure your organisation is on track with its mental health support and compliant with relevant legislation.

Step 8

Keep Updating Your System to Reflect Changes: Given the evolving nature of mental health matters, there could be frequent updates to legislation or new findings in best practice. Keep your tracking system flexible and agile to account for changes and continually enhance the effectiveness of your organisation's mental health initiatives.

Use this template to implement

To ensure you can execute seamlessly, download the implementation template.

Pitfalls to avoid

Ignoring Importance of Confidentiality

Confidentiality is paramount when dealing with mental health compliance. Be mindful of Australian Privacy Principles (APP) outlined under the Privacy Act 1988 to ensure that all personal and sensitive information is properly managed, stored and disposed.

Assuming 'One Size Fits All'

Different workplaces require unique solutions. A universal system may not work for your organisation, so consider customising your tracking system to fit your organisation's needs.

Neglecting User-Friendly Interface

If the tracking system is complicated or difficult to use, staff may be deterred from participating. It's crucial that the interface is user-friendly and easily accessible.

Lack of Training

Without appropriate training, staff may not adequately understand or utilise the tracking system, resulting in faulty data. Involve a mental health professional or a knowledgeable team member to ensure everyone understands the system's purpose and function.

Not Encouraging Participation

Setting up a system without active encouragement or incentives may lead to poor participation from employees. Make sure to promote the initiative positively and underscore the benefits to individual employees and the organisation.

Failure to Communicate Purpose

If employees do not recognise the need for mental health compliance and its benefits, engagement may be low. Clearly communicate the system's goal and the positive impact it can have on the work environment.