Log an incident report when an employee's conduct or performance needs HR attention, for example attendance, quality or customer complaints. Account Owner and Hiring Manager users and users with HR permissions can log reports. The employee doesn't see them.
Open the Incident reports tab. Go to People > Staff, click the employee, then open Incident reports.
Click Add new. The Create incident report form opens.
Describe the incident. Enter a Title and choose a concern under Select concern: Attendance/punctuality, Communication issues, Customer complaints, Customer service issues, Not meeting goals/objectives, Quality issues or Others. Then answer What is the incident?, When did the incident happen? and What is the desired outcome?. All fields are required.
Attach supporting documents. Under Attach supporting document/s, use Add attachments for files up to 25 MB.
Click Submit. You'll see Incident report added successfully.
What happens next
The report starts with the status Pending review. If the employee has an HR manager, a Set a schedule window opens so you can book a call with them to discuss the incident. Click Book a call to pick a time, or close the window and book later from the employee's profile. The employee's manager gets a notification in the platform when someone else logs a report, and when its status changes.
Good to know
Everyone in your company who can open the Incident reports tab sees every report on that employee.
You can edit reports you created from the menu next to the report. Attachments can only be added when you create the report, or later by the person who created it.
Outstaffer HR updates the status of reports for EOR employees. For direct employees on the free Borderless HR plan, users with HR permissions can use Edit status, add notes and edit any report.
Reports can't be deleted.