Explore Sodales Platform Features for Health, Safety and Employee & Labor Relations Compliance
Discover the only all-in-one AI-enabled platform to bring health, safety, employee and labor relations features under one roof, to safeguard your most valuable asset — your people.
Grievances, Arbitration, Time Claims & CBA Management
Discipline Management
Union Job Bidding
Employee Relations Complaint Management
HR Case Management
EAP Case Management
Occupational Health & Safety Medical Services (OHS)
Proactive Safety & Prevention Tools
Integrated Incident & Disability Management
FMLA Case Management
Workplace Violence Prevention
Accommodation Management
Joint Health and Safety Committee (JHSC) Management
Environmental Safety
Administration & Reporting
Employee & Labor Relations
Avoid union strikes, prevent complaints and grievances and enhance overall organizational productivity with streamlined workflow processes that facilitate proactive implementation of fair actions and consistent policy interpretation throughout your organization. Sodales ensures compliance with government regulations and contractual requirements, including CBA’s, work rules and attendance policies, revolutionizing your processes with advanced software boasting mobile compatibility and offline app functionality, enabling your organization to adeptly navigate employee and labor dynamics from anywhere.
Grievances, Arbitration, Time Claims & CBA Management
Simplify complex grievances, time claims and collective bargaining agreement (CBA) administration when managing matters across multiple unions, including loss of pay, accommodations, time lost and more. Built to support both day-to-day operations and long-term strategy, centralize grievance documentation, automate timelines and integrate directly with CBA contracts to ensure actions are consistent with union agreements. Get a single source of truth for grievance resolution, cost tracking, CBA rule simulation and collaborative decision-making.
Key Capabilities:
- Track and resolve individual, group and policy grievances, including those related to time claims, with smart automation tools that support union-specific delay rules, duplicate existing grievance details, auto-generate step responses based on deadlines and revise responses to prevent unnecessary escalations
- Manage multi-union CBAs with unique grievance rules to follow protocols and timelines per union agreement
- Centralized repository with keyword search across CBAs, HR policies, appeals and grievance case files
- Schedule grievance hearings, meetings and arbitration sessions with Outlook integration
- Standardize grievance responses with pre-built templates and self-service access documentation and status updates
- View each employee’s grievance history for context, trend analysis and informed case handling
- Detect recurring grievance trends and identify problematic policies using AI-enabled analytics and dashboards
- Test the impact of proposed CBA changes before implementation using simulation tools
- Seamlessly connect with Sodales discipline and CBA management modules to enable holistic oversight and case-to-contract alignment
- Enforce jurisprudence by tracking financial liability in real time and guiding each case through a standardized step-by-step workflow, with the flexibility to escalate when necessary to maintain fairness and compliance
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Discipline Management
Effectively manage employee conduct and maintain a consistent disciplinary process. Whether addressing progressive infractions, serious misconduct or implementing positive discipline strategies, act confidently with features to support policy and compliance. Built for both unionized and non-unionized environments, use a centralized hub to manage discipline levels, reference CBA terms and apply mitigating or aggravating factors, all while ensuring transparency, traceability and fairness in every case.
Key Capabilities:
- Create, track and resolve disciplinary cases, from positive discipline to progressive infractions and serious misconduct, while managing the entire lifecycle, including safety discussions, corrective action progress and duration adjustments, with clear documentation at every stage
- Leverage embedded investigation tools to ensure every case is handled thoroughly and in alignment with policy and compliance standards
- Store and access all discipline-related documents, including contracts, CBAs and rulebooks, with advanced keyword search for quick referencing
- Automatically link related records, including incident reports, investigation results and grievances, to maintain full historical context of each discipline. Intelligent workflows recommend appropriate discipline levels and escalate actions based on prior or pending disciplinary history
- Track and apply progressive discipline levels alongside mitigating and aggravating factors
- Utilize configurable discipline letter templates to maintain clarity and consistency across all written communications
- Instantly view an employee’s disciplinary history to guide current decisions and maintain compliance with policy or union requirements
- Seamlessly connect with grievance and CBA management modules to ensure alignment across labor relations processes and enable end-to-end traceability
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Union Job Bidding
Simplify and streamline internal job postings to support complex union job bidding environments with full lifecycle functionality. From role-based job posting creation to bid evaluations and seniority-driven awards, ensure fair, transparent and compliant workforce mobility.
Key Capabilities:
- Create and manage postings based on job type (departmental, temporary, permanent, etc.) with configurable templates and role-based permissions
- Include built-in approval workflows to ensure postings are reviewed and authorized before going live
- Support multi-bidding and mass-bidding scenarios with Bid Sheets, having options for employees to apply or withdraw bids or accept or decline awards, either on their own behalf or via proxy
- Enable bid-lock capabilities to maintain control over employee participation in active postings and applications
- Automatically calculate and rank bids by seniority requirements and generate award letters with preloaded templates and support concurrent employment scenarios
- Manage employee eligibility with built-in rules that restrict bidding based on active disciplines, grievances or investigations. Support bumping flows, manual assignment of unplaced employees and bid cancellations, ensuring job movement follows CBAs and procedural timelines
- Streamline high-volume job movements with tools for managing position sign-ups, resulting vacancies, accommodations and training requirements. Automate job posting statuses, enable bid calendars for future visibility and ensure complete lifecycle tracking from award to probation
- Adapt dynamically with flexible workflows that support both automated and manual updates to employee positions, including pre-bid submissions and real-time adjustments driven by bidding or bumping outcomes
- Eligibility check library to ensure qualified employees can bid based on union rules, job level, licenses etc.
- Access complete bid history through a job application portal, including posting type, outcome and any linked grievances or disputes for a full view of the process
- Trigger real-time notifications for approvals, awards or updates
- Protect sensitive data with role-based permissions and secure electronic signatures
Employee Relations Complaint Management
Support a fair, transparent and compliant workplace by managing employee complaints through a unified, structured process. Enable HR and compliance teams to efficiently capture, investigate and resolve complaints while aligning with organizational policies and legal requirements. From intake to resolution and disciplinary action, promote trust, accountability and consistency within your organization.
Key Capabilities:
- Record and manage a wide range of complaint types, including harassment, discrimination, whistleblower reports, employee misconduct, favoritism, conflicts of interest and EEOC-related matters
- Classify each case, whether a standard employee complaint, anonymous report, external legal matter or civilian complaint and escalate to the right stakeholders automatically as the case evolves
- Address workplace violence from an employee relations perspective by tracking incidents, documenting impact and managing follow-up actions
- Ensure transparency and accountability throughout the complaint lifecycle by tracking investigation progress in real time, sending timely notifications on employee actions like removals or reinstatements and keeping complainants informed from acknowledgment to resolution
- Use embedded tools for document findings, attach supporting materials and manage the investigation lifecycle in one place, with clear admin history and employee status tracking
- Seamlessly transition from investigation to appropriate disciplinary action with built-in templates, approval workflows and electronic recordkeeping
- Leverage pre-built letter and email templates and automatically notify involved parties at each step
- Access past complaints, disciplinary decisions and communications to ensure consistency, reduce legal risk and support data-driven decision-making
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
HR Case Management
Transform how your organization handles HR issues with end-to-end HR case management. Built on industry best practices and powered by guided workflows, manage a wide variety of HR case types and inquiries including personal data, time off, payroll and more, with speed, consistency and compliance at every stage.
Key Capabilities:
- Organize and manage parent cases and subcases using a multi-level categorization system to reflect real-world complexity across HR matters
- Auto-populate intake forms, assign tasks with due dates and automatically route cases to the right user group based on case type, severity or department
- Reduce case volume with intelligent self-resolution tools that guide employees to the right answers before they submit a case using a built-in knowledge base, smart recommendations and predefined workflows that resolve issues faster and more efficiently
- Set case-level priority tags and enforce Service Level Agreements (SLAs) to ensure timely response and resolution
- Configure workflow logic to recommend next steps, send real-time notifications and trigger reminders based on case progression and compliance deadlines
- Launch automated surveys with built-in score thresholds and satisfaction alerts to monitor employee sentiment and resolution effectiveness
- Add ad hoc fields and configure email or letter templates to your HR process with minimal IT support
- Export case data for audits, compliance reviews and executive reporting with a few clicks, enabling full visibility across the HR case lifecycle
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Enterprise Health, Safety and Environmental Management
Address evolving local and global safety regulations with confidence. Enhance workplace safety through comprehensive health and safety protocols and tailored workflows for your industry. With Sodales, you can transform your approach with our innovative software, equipped with mobile compatibility and offline app functionality, enabling you to effectively navigate health and safety from any location at any time.
EAP Case Management
Sodales offers a robust and fully integrated Employee Assistance Programs (EAP) case management solution designed to support employee well-being across a wide range of personal and professional challenges, including divorce, depression, substance abuse, suicide prevention, stress, anxiety, and more. The platform extends support not only to employees but also to their families, with seamless collaboration between internal teams and external/local EAP care providers.
A unique feature of our solution is real-time Organizational Resilience Scoring, enabling companies to proactively identify high-risk areas and measure readiness across departments.
Key Capabilities:
- End-to-end intake and case management forms with configurable workflows triggered by selected case categories
- Case creation, assignment, and tracking across multiple EAP service teams (e.g., Counseling, Family Consultation Services etc.)
- Referral capabilities with detailed information on reported issues, recommendations, and provider data
- Transparent tracking of return-to-work programs and modified duties
- Built-in safety assessments and follow-up tracking
- Automated escalations based on due dates or case status
- Notes and attachments support within case records
- Integrated speech-to-text functionality
- Notification and reminder automation
- Exportable reports (Excel format)
- KPI dashboards for monitoring case resolution times, service utilization, and program impact
Occupational Health & Safety Medical Services (OHS)
Support employee well-being and regulatory compliance with integrated OHS medical management tools designed for privacy, precision and proactive care. Track health metrics, health assessments and tests, manage medical records and coordinate screenings, all within a compliant ecosystem with best-in-class privacy and security.
Key Capabilities:
- Empower employees with secure login access to view assessments, track vitals, review test results and manage ongoing health data including medications and treatment plans
- Manage scheduling, testing and result documentation for audiograms, respiratory fit testing and other occupational health screenings with integrated workflows to ensure policy compliance
- Support randomized workplace drug and alcohol testing with automated scheduling, result tracking and documentation to maintain compliance with organizational and regulatory requirements
- Track medications, medical supplies and inventory across locations, ensuring accountability and readiness for health-related incidents or treatment needs
- Enable early intervention with periodic health surveillance, risk-based screenings and preventive care planning aligned with job roles and exposure levels
- Maintain and manage confidential medical records, SOAP reviews and follow-up notes with role-based access and full audit trails to meet regulatory requirements
- Connect health data with performance and succession planning to inform workforce decisions, support accommodations and ensure job readiness when determining job bidding eligibility, modified duty placements, long-term workforce planning and more
- Coordinate across health, safety, HR and compliance teams with built-in meeting tools, task assignments and documentation tracking
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures and provide access to external users (i.e. Doctors and Nurses) via external portal
Proactive Safety and Prevention Tools
Reduce risk and elevate your safety culture with preventative safety tools built for regulated industries. Configure workflows and templates specific to your industry and region to manage hazards, inspections, audits, risks, SDS management, chemical management, industrial hygiene, change management, permit to work, work observations, asset management, safety meeting tracking and more, all in one centralized platform with built-in document management to ensure consistency and traceability.
Key Capabilities:
- Conduct hazard assessments, environmental evaluations and industrial hygiene analyses and maintain a dynamic risk register to track, evaluate and mitigate risks across your workforce
- Enforce safe work protocols for high-risk activities using a pre-job permit-to-work system that ensures proper precautions are in place before tasks begin
- Document detailed task-based risk assessments and job-safety analyses to proactively identify potential hazards before work starts, ensuring that safety measures are clearly communicated and enforced
- Automate day-to-day safety tasks such as site inspections, safety observations, toolbox talks, job site audits, safety meeting tracking and pre-job meetings with configurable checklists and forms
- Standardize preventative protocols with workflows for safety lockouts, permit tracking, asset inspections, quality checklists and audit trails to drive accountability and consistency
- Leverage a centralized database of workplace hazards, risks and control measures to support training, assessments and operational decisions across teams
- Assign and track compliance training through LMS integration
- Align safety efforts with succession and performance planning
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Workplace Violence Prevention
Create a culture of safety, trust and accountability when managing workplace violence cases. Report, investigate and respond to incidents and cases quickly and in compliance with state, federal and industry-specific regulations including Bill C-65 in Canada, SB 553 in California, global anti-harassment laws and more. Whether managing physical altercations, threats, harassment or unresolved conflicts, protect your workforce and ensure legal and regulatory alignment.
Key Capabilities:
- Capture and classify workplace violence incidents, including the type of violence, location, parties involved and severity, with industry-specific templates that support audit-ready documentation
- Maintain compliance with varying state and national regulations that require workplace violence to be reported separately from other incidents. Generate reports for WCB, OSHA, HSE, SafeWork and more
- Conduct structured investigations, document findings and implement conflict resolution and mitigation strategies to reduce the risk of recurring violence or escalation
- Include Employee Assistance Program (EAP) support, document notices of occurrence and apply confidentiality protocols in line with compliance mandates
- Track patterns, monitor high-risk areas and access real-time dashboards to support data-driven decision-making and proactive risk management
- Link workplace violence cases directly to related complaints, disciplinary actions and grievance records, all within a unified employee file, ensuring a consistent and transparent case history
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Integrated Incident & Disability Management
Empower your organization to efficiently manage workplace incidents, disability claims and compliance requirements with a unified platform. Leverage out-of-the-box workflows, pre–built templates with industry and location specific content and collaboration tools to drive transparency and consistency across departments. From incident reporting and investigation to corrective actions and return-to-work planning, every step is streamlined and aligned with industry-specific regulations.
Key Capabilities:
- Log and manage a wide range of workplace incidents, from motor vehicle collisions and near-misses to slips, trips, falls, ergonomic issues, chemical exposure and equipment damage, with built-in reporting tools.
- Track occupational and non-occupational STD/LTD claims, manage temporary or permanent restrictions and facilitate return-to-work plans, including workflows for modified duties, job reassignment, accommodations and safely returning employees to work quickly and productively
- Track absences and maintain a full audit trail for lost time, part-time hours and modified duty schedules to support compliance and performance tracking
- Identify, track and resolve unsafe behaviors, non-conformities and accidents using structured root cause analysis tools, including the 5 Whys and Ishikawa diagrams
- Automatically generate workers’ compensation forms for OSHA, WSIB, WCB, CNESST and more, ensuring compliance across multiple jurisdictions
- Promote a culture of prevention by detecting hazards early, implementing safety controls and monitoring recurrence patterns across incidents and claims
- Built-in analytics provide real-time insights into incident trends, claim outcomes and safety performance, enabling data-driven decisions for continuous improvement
- Seamlessly integrate with HRIS, payroll, time and attendance, LMS and ERP systems to maintain complete employee profiles and import historical data for audit support
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
FMLA Case Management
Simplify complex leave administration and ensure full compliance with a centralized FMLA solution. Streamline eligibility tracking, documentation, approvals and follow-ups, providing a single source of truth for employee leave cases.
Key Capabilities:
- Manage a wide range of FMLA types and calculate leave eligibility based on federal, state and local requirements with built-in support for CFRA, WFMLA, PDL and other protected leave laws
- Automatically track and update leave balances for FMLA, PTO and sick leave with real-time visibility into usage and availability
- Streamline reviews and approvals with built-in workflows and create tailored return-to-work plans that incorporate accommodations, modified duties or work restrictions
- Maintain compliance with Protected Health Information (PHI) regulations through data encryption and audit logs
- Generate detailed, configurable reports on leave trends, usage patterns and policy adherence across departments or employee groups
- Seamlessly migrate past FMLA requests, leave records and accommodations from legacy systems to maintain continuity and support audits or future case references
- Easily configure eligibility rules, pre-defined timelines, fields, templates and workflows with minimal IT support
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Accommodation Management
Create an inclusive, compliant and supportive workplace with end-to-end job accommodation management. From disability and religious accommodations to ergonomic and telework requests, automated workflows simplify the process, helping HR and compliance teams track cases, communicate decisions and ensure regulatory alignment across jurisdictions.
Key Capabilities:
- Track and manage a wide range of accommodation requests, including religious, medical, disability, telework and ergonomic needs, throughout the employee lifecycle, from recruitment to return-to-work
- Manage accommodations for both employees and candidates, enabling HR teams to address requests during the pre-hire stage as well as post-hire
- Tailor workflows to meet federal, state, local and organizational policy requirements, ensuring every accommodation is handled with accuracy and compliance
- Integrate with core HR and recruitment systems or career websites, with support for external user role setup so candidates can securely submit and track accommodation requests during the hiring process
- Automatically generate and store documentation for clear audit trails and accessibility.
- Accelerate case resolution with automated notifications, calendar triggers and seamless integration with HR, compliance and other HRIS or third-party systems
- Gain full visibility with real-time dashboards, advanced reporting tools and an intuitive admin console to monitor trends and make data-driven decisions
- Enable employees and administrators to view, manage and track accommodation requests anytime, anywhere via mobile
- Protect sensitive data with role-based permissions and secure electronic signatures
Joint Health and Safety Committee (JHSC) Management
Seamlessly document, track and resolve corrective actions from JHSC meetings while centralizing all committee activities within a single, unified platform. Conduct inspections to verify adherence to safety standards, identify hazardous conditions, implement corrective actions and establish effective workplace hazard prevention plans to address immediate risks and long-term safety strategies. Maintain compliance, reduce risks and support safer work environments by adhering to regulatory standards and implementing effective safety protocols.
Key Capabilities:
- Document, track and follow up on corrective actions from JHSC meetings for timely resolution and compliance
- Centralize all documents, including meeting minutes, inspection reports and Workplace Hazard Prevention Plans (WHPPs)
- Schedule and conduct monthly inspections, with the ability to plan for the entire year, minimizing administrative tasks
- Develop and maintain WHPPs to systematically identify and mitigate workplace hazards
- Manage a unified database tracking all locations with JHSC committees and health and safety representatives
- Automate scheduling, track completion of inspections and monitor compliance based on required annual meetings and inspections
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Environmental Safety
Ensure efficient management of environmental compliance for inspections and incidents, enabling thorough site assessments, detailed incident reporting and the implementation of corrective actions to adhere to environmental regulations and standards. Facilitate real-time data collection and analysis to enhance decision-making and enable proactive measures that prevent environmental harm. Ensure regulatory adherence while cultivating a proactive culture of environmental responsibility and safety.
Key Capabilities:
- Create inspections for property review, environmental site evaluations, erosion and sediment control inspections, sample collections and more
- Create checklists for fuel and oil management, waste management, wildlife management, air quality management and more
- Report incidents for environmental release (silty water, dust, etc.), chemical spills, wildlife (deceased, human/wildlife interaction., etc.), waste management (improper storage, dumping, etc.), unknown ground discoveries and more
- Embedded investigation tool and document storage
- Equipment inventory with monitoring and measurement records
- Non-conformance record reporting
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
Administration and Reporting
Enable seamless, real-time knowledge transfer between internal and external stakeholders and automatically generate reports to meet specific deadlines.
Administration and Reporting
With a comprehensive built-in dashboard for administration and reporting, enhance workplace compliance for your health, safety, employee and labor relations processes. With real-time dashboards and advanced analytics across all modules, track performance, monitor risks and manage compliance processes with precision. Gain a 360-degree view of every employee through a unified file, ensuring all teams have immediate access to the insights they need with no data silos.
Key Capabilities:
- Configure workflows, field values, drop-downs and add policy documents to match your organization’s processes and compliance requirements, including the ability to update timeline durations across various workflows to reflect real-time changes and evolving case needs
- Monitor KPIs, case trends and compliance metrics with real-time dashboards and reporting tools across health, safety and employee relations workflows, plus view financial liability reporting to compare expectations against actual outcomes, enhancing strategic decision-making
- Support diverse workforces with multi-language capabilities, region-specific business rules and localized policy templates
- Automate approvals and updates with configurable notifications and secure electronic signature workflows that streamline communication and reduce bottlenecks
- ERP-agnostic to integrate effortlessly with HRIS and third-party systems including SAP SuccessFactors, Workday, Dayforce, UKG, Oracle and more
- Protect sensitive data with role-based permissions, automated notifications and secure electronic signatures
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