Industry pack: Construction

Construction adds what a construction organisation needs on top of HCM Core: site ticket, site incident, toolbox talk, site labour. Every screen carries charts, and the Overview answers the questions this industry asks first. It works with the people already in HCM Core and Employee; it changes nothing there.

1. Who uses it

Role	What they do
Site manager	Checks who on site holds the required tickets before work starts.
Health and safety officer	Records site incidents and toolbox talks.
Project manager	Reads labour hours by site and trade against plan.

2. Before you start

• Installed plugin: hcm-industry-construction (free tier; needs HCM Foundation and Employee). No licence feature has to be granted.
• Access: tenant administrators can use every screen; the Overview needs a tenant administrator or Report.View.
• Trial data: in a trial tenant, generate the Construction industry pack in Demo Data: 12 site ticket, 8 site incident, 8 toolbox talk, 10 site labour.

3. Set up

1. Open Construction > Site Tickets and record each worker's trade tickets (working at height, confined space, crane signaller) with expiry.
2. Record Site Incidents per site, near misses included.
3. Record Toolbox Talks held with attendance.
4. Enter Site Labour hours per site and trade per week.

4. Daily use

4.1 Site ticket

Trade tickets and site cards a worker needs to be allowed on site, with expiry. Open Site ticket in the sidebar under Industry Pack, Construction. Choose Add site ticket to add a record, click a row to change or delete it. The fields are: worker, ticket, trade, status, expires on.

4.2 Site incident

Injuries, near misses and dangerous occurrences on a site. Open Site incident in the sidebar under Industry Pack, Construction. Choose Report site incident to add a record, click a row to change or delete it. The fields are: incident, site, type, occurred on, lost days.

4.3 Toolbox talk

Short safety briefings held on site; attendance shows reach. Open Toolbox talk in the sidebar under Industry Pack, Construction. Choose Add toolbox talk to add a record, click a row to change or delete it. The fields are: site, topic, held on, attendees.

4.4 Site labour

Hours worked on a site by trade in a week. Open Site labour in the sidebar under Industry Pack, Construction. Choose Add site labour to add a record, click a row to change or delete it. The fields are: site, trade, week starting, hours worked, planned hours.

5. Charts, reports and exports

Figure	What it counts
Tickets valid %
Expired tickets
Incidents, last 12 months
Lost-time incidents
Toolbox talks held
Ticket status	Valid, expiring, expired
Incidents by site	Where incidents happen
Incidents by type	Near misses to lost-time
Hours worked by site	Total hours across trades

Every list page also has charts of its own records (by status or category, and a trend), and the platform grid offers search, paging, column choice and export.

6. On a phone or tablet

Every screen works on a phone: tiles, charts and lists stack one per row, and the add and edit dialogs fit the screen.

7. Rules and limits

• Incident frequency rate needs total hours worked across all workers including subcontractors; Site Labour gives your own hours only.
• The pack does not stop a worker being rostered when a ticket has expired: it shows the gap for the site manager.
• The figures are only as good as the records entered. Benchmarks differ between sources, so none is hard-coded as a target: read the figures against your own history.

8. Troubleshooting

Symptom	Cause and fix
A chart says "Nothing to show yet"	No records yet, or none with the date or category the chart needs. Add records or generate the demo pack.
The Overview says forbidden	Your login is not a tenant administrator and lacks Report.View.
A screen is missing from the sidebar	The plugin is not installed for this tenant. Ask a platform administrator to install hcm-industry-construction.

9. Related guides

• HCM Core
• Employee Information