Compliance & Health/SafetyPurpose
1.2. Schedule regular staff health questionnaires and vaccine status submissions.
1.3. Collect, validate, and securely store health declarations and vaccination proof for compliance audits.
1.4. Notify management of missing or overdue submissions and trigger incident workflow if issues are detected.
1.5. Generate compliance-ready reports and audit logs for authorities.
Trigger Conditions
2.2. Scheduled interval (e.g., monthly health check, annual vaccine check).
2.3. Receipt of government health mandate update.
2.4. Submission or change in staff health status from digital form.
2.5. Manual audit request from management.
Platform Variants
• Feature: Programmable Messaging — Configure automated SMS reminders for health checks.
• Sample config: Set recipient as staff number, template: “Your health check is due. Complete at [link].”
3.2. SendGrid
• Feature: Email API — Send staff health check forms and vaccine proof reminders via email.
• Sample config: Trigger email with dynamic staff fields, embedded secure response links.
3.3. Google Forms
• Feature: Form Template API — Auto-create health and vaccine questionnaires.
• Sample config: Pre-fill staff info using API, collect responses to Google Sheets.
3.4. DocuSign
• Feature: eSignature API — Require digital sign-off on health declarations.
• Sample config: Send staff-specific packets, retrieve signed copies.
3.5. BambooHR
• Feature: Employee Data API — Fetch staff lists and vaccination fields.
• Sample config: Poll for new joiners, push health document completion date.
3.6. Salesforce Health Cloud
• Feature: Custom Objects — Track and visualize staff health status records.
• Sample config: Link workflow to employee ID, display overdue health checks.
3.7. Zapier
• Feature: Multi-step Automation — Orchestrate email/SMS + data logging.
• Sample config: Trigger on Google Form response, send alert via Slack.
3.8. Slack
• Feature: Incoming Webhooks — Instant staff/manager notifications for overdue checks.
• Sample config: Post alert in #compliance channel when requirements lapse.
3.9. Microsoft Power Automate
• Feature: Scheduled Flow — Run recurring compliance checks and notifications.
• Sample config: Timer triggers scan of staff list, sends batch reminders.
3.10. Airtable
• Feature: Update records API — Log health status and vaccines with date/time stamps.
• Sample config: Staff record update per API call from form response.
3.11. Monday.com
• Feature: Automations — Assign and track health/vaccine tasks to team members.
• Sample config: Mark tasks as resolved on document upload.
3.12. Asana
• Feature: Task Automation — Health check reminder tasks auto-assigned to staff.
• Sample config: Generate task on defined dates for each staff email.
3.13. Google Sheets
• Feature: Sheets API — Central staff health data ledger for exporting compliance reports.
• Sample config: Append row per form/vaccine submission.
3.14. Dropbox
• Feature: File Upload API — Store PDF/image uploads securely for vaccine certificates.
• Sample config: Upload with standardized folder and naming convention.
3.15. OneDrive
• Feature: File Storage API — Digital archive for signed health declarations.
• Sample config: Store files under year/department/staff subfolders.
3.16. Jotform
• Feature: Pre-filled Forms — Personalized health check forms with barcode links.
• Sample config: Issue new form per staff with Autofill API.
3.17. Trello
• Feature: Card Automation — Move staff card to ‘Compliant’ on health check submission.
• Sample config: Trigger on webhook from form provider.
3.18. Workday
• Feature: Integration Cloud — Sync vaccination status with employee profiles.
• Sample config: Patch employee record with new vaccine info.
3.19. Okta
• Feature: Identity Workflows — Enforce access restrictions for non-compliant staff.
• Sample config: API disables access if overdue.
3.20. HealthAssure (or similar health partner)
• Feature: Health Portal Integration — Direct sync with lab or vaccine data (if available).
• Sample config: Pull certificate completion, flag non-compliance.
Benefits
4.2. Real-time visibility and audit-readiness for inspections.
4.3. Minimizes operational interruptions due to missing health checks.
4.4. Ensures consistent, secure record-keeping and quick access to staff health compliance.
4.5. Enhances staff accountability and trust via transparent process.