How to Add an Incident
How to Add an Incident
In this article, we will review the steps to log an incident under an employee’s profile in the system. This feature gives you the ability to document occurrences in real time and evaluate an employee’s performance over time.
When in an employee’s profile, navigate to the HR Tab, and then scroll down the menu on the left panel to Incidents.
Click Add on the top right corner of the Incidents section
Now you can choose which type of incident to record. Please note: This drop-down menu is completely customizable.
Next, indicate in the open fields details including what type of violation, the date of the incident, the date it is being reported, the current status of the incident, priority, and a description. You have optional fields to include details from a supervisor or witness as well as details on a resolution of the incident.
In the top right corner, you can attach any supporting documents by clicking the Paperclip icon. Once your incident report is complete, click Submit, and the incident will be logged in the employee's profile.
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