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How to Log an Incident Report

Encountered an incident with an employee that needs HR attention? You can submit an incident report within the platform for review and dis...

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Written by Thomas Derum

Encountered an incident with an employee that needs HR attention? You can submit an incident report within the platform for review and discussion with your HR manager. Here’s how:

  1. Access Employee Profile: Navigate to "People > Staff" from the navigation sidebar and select the employee's profile.

  2. Open Incident Reports: Click on the "Incident reports" tab.

  3. Add a New Report: Click the "Add new" button to start a new incident report.

  4. Complete the Form: Fill out all necessary details, including any attachments, and click the "Submit" button.

  5. Schedule a Call: After submission, a "Set a schedule" pop-up will appear. This allows you to set a meeting with your HR manager to discuss the incident further.

  6. Book the Meeting: Click "Book a call," then select the date and time for the meeting.

  7. Confirmation: Once confirmed, your HR manager will reach out to you for the next steps.

Note: If you prefer not to schedule a call immediately, you can click the 'Cancel' button from the pop-up and arrange the meeting later.

By following these steps, you can ensure that incidents are properly documented and addressed in a timely manner, facilitating effective communication and resolution.

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