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:
- Access Employee Profile: Navigate to "People > Staff" from the navigation sidebar and select the employee's profile.
- Open Incident Reports: Click on the "Incident reports" tab.
- Add a New Report: Click the "Add new" button to start a new incident report.
- Complete the Form: Fill out all necessary details, including any attachments, and click the "Submit" button.
- 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.
- Book the Meeting: Click "Book a call," then select the date and time for the meeting.
- 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.