How do I record an employee's incident and disciplinary histories?

How do I record an employee's incident and disciplinary histories?

The Incident Management screen enables users to create and maintain employees' incident & disciplinary histories. 

      Navigate > Employee > Basic Information > Incident Management

Step 1: Click on the "+ Incident" button on the right-hand side of the screen to create a new record.

      

Step 2: Insert an Indent date, type and /or related notes/attachments before saving the record.

            

      

To extract a list of incidents between specified dates, generate the Incident Management Report.

      Navigate > Reports > Reports > Standard (Classic) > HR

      

Note!
  1. Users can maintain the "Legal body" and "Offense" fields. This allows users to add/remove/change the dropdown values to be specific to their needs and to the country they are in.
  2. Access to the incident management screen can be given to your employee and/or manager self-service roles for read-only or editing purposes.
  3. An API (Application Program Interface) endpoint is now available, allowing you to integrate between systems and report on these using Power BI.

    • Related Articles

    • The Incident Management Screen

      About The Incident Management Screen enables you to create and maintain incident history for individual employees. Edition This feature is only available on the Master edition. Navigation Path Navigate > Employee > Basic Information > Incident ...

    • Where can I download the Disciplinary report?

      The Disciplinary report provides a list of employee disciplinary records. Navigate > Reports > Reports > Standard (Classic) > HR

    • Frequently Used Reports

      About The system offers you a selection of reports to reconcile and validate payroll output. This article highlights frequently used reports as well as the relevant report parameters. Edition This feature is available on all PaySpace editions. ...

    • Which report can be generated that will list employees' assets?

      To view a list of the assets captured against each employee, generate the Asset Register report under the HR section on the Classic Reports screen, Navigate > Reports > Reports > Standard (Classic) > HR

    • Which report can be configured that will report on specific employee information?

      The Dynamic Employee Details report can be configured according to the employee fields chosen by the user. Navigate > Reports > Reports > Standard (Classic) > HR