The employee risk sheet displays the logo of their main company

Summary

This feature modifies the behaviour of the logo in two specific Smart OSH reports:

• Employee risk record
• Employee risk record (table)

From this change onwards, when an employee has a job assignment marked as primary, the report will display the logo of the company associated with that primary job.

If the employee does not have any primary job, the system will continue to display the general logo configured in Settings | Logo.

Purpose

This improvement allows the report to more accurately reflect the employee’s main company in organisations with multiple companies or entities.

The aim is for the corporate image of the document to match the worker’s real context when there is a primary assignment, without needing to manually change the general logo before generating the report.

Affected reports

The change only applies to the following reports:

1. Employee risk record
2. Employee risk record (table)

Caution

The rest of the employee reports do not change their behaviour and continue using the previous logic.

How the logo works in these reports

The logo selection follows this logic:

1. If the employee has a job assignment marked as primary, the report uses the logo of the company linked to that primary assignment.
2. If the employee does not have any primary assignment, the report uses the general logo defined in Settings | Logo.

Requirements and prior considerations

Before generating these reports, it is advisable to review the following:

Employee’s primary assignment

For the logo of a specific company to be displayed, the employee must have a job assignment marked as primary.

If that primary relationship does not exist, the system cannot select a specific company logo for these reports and will apply the general logo.

General logo configuration

If the employee does not have a primary job, the system will use the logo configured in:

• Settings | Logo

Limited scope of the change

The functionality is limited to the two indicated reports.

Note

This behaviour does not imply a global change in the system’s logo management nor in all employee report templates.

How to use the feature

No specific action is required to activate the behaviour in the affected reports, but it is important that the employee data is correctly entered.

Verify that the employee has a primary assignment

1. Access the employee record.
2. Review their job assignments.
3. Check if any assignment is marked as primary.
4. If a primary assignment exists, verify that it corresponds to the correct company.

Generate the report

1. Access the option to generate the corresponding report.
2. Select one of these reports:
   1. Employee risk record
   2. Employee risk record (table)
3. Generate or send the employee report.

Check the displayed logo

1. Open the generated report.
2. Verify the applied logo:
   1. If the employee has a primary job, the logo of the company of that primary job should appear.
   2. If the employee does not have a primary job, the logo configured in Settings | Logo should appear.

Common use cases

Employee with a defined primary job

An employee has several relationships in the organisation, but one is marked as primary.

Result:

• The Employee risk record will display the logo of the company associated with that primary job.

Employee without a primary job

An employee does not have any job assignment marked as primary.

Result:

• The report will display the general logo defined in Settings | Logo.

Organisations with multiple companies

In structures with several companies, this feature allows the two affected reports to use the most appropriate logo for each employee, provided there is a primary assignment.

Best practices

Review assignments before generating bulk records

If risk records are to be generated for several employees, it is advisable to first check that the primary assignments are correctly entered.

Tip

If a report shows the general logo but another was expected, the first thing to check is whether the employee really has a primary job assignment.

Keep the general logo updated

Although this improvement exists, the general logo remains relevant as it will be used as an alternative when there is no primary job.

Expected behaviour

The company logo is shown when

• The employee has a job assignment marked as primary.
• That assignment is linked to a company.

The general logo is shown when

• The employee does not have any primary job assignment.

Limitations

• The change does not affect reports other than:
  • Employee risk record
  • Employee risk record (table)
• The functionality depends on the existence of a correctly defined primary assignment for the employee.

Frequently asked questions

The report still shows the general logo

Possible cause:

• The employee does not have a primary job assignment.

What to check:

1. The existence of a job assignment.
2. That one of them is marked as primary.

The behaviour does not match other reports

This is expected.

Note

Only these two reports apply the logic of the company logo of the primary job. Other employee reports maintain the previous behaviour.

Outcome

With this feature, the Employee risk record and Employee risk record (table) reports display a logo more aligned with the employee’s real situation:

• Logo of the company of their primary job, if it exists.
• General logo from Settings, if no primary job exists.

Ref. SO-4824