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

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

This feature is available on the Premier and Master payroll edition.

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 "+ " 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.

            

A variety of different incident types to best describe a specific scenario, are available, for example, grievance, review, disciplinary, to name a few. The type of incident you select, will determine the fields to follow.

For all types of incidents, you can upload an attachment. The maximum size of an attachment is 8Mb.

      

A list of all incident records will display on the grid on the face of this screen.

      

Incidents can be linked together to associate the events that formed part of the same process.

To extract a list of incident and disciplinary records between specified dates, generate the Incident Management Report.

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

      

Complete the Incident Management Report Parameters and select to execute the report.

      

            An extract of the Incident Management report

            

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.

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