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 Management
Ensure that the correct
employee is selected.
The Location Menu
The Incident Management Screen
The Incident Management Screen
Comments
- 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.
- Incidents can be grouped together to associate the events that formed part of the same process.
Example: Adding an Incident Type
Nicolas Cage’s manager held a discussion with him to discuss his standard of performance. The HR Administrator wants to log the details on the system.
Complete the required details and then click on
Save.
The Incident Management Screen
A month later, Nicholas and his manager have a follow up conversation. The HR Administrator accesses Nicolas’ record to capture the feedback from the review.
Click on
Link New on the History Grid to group the incidents together.
Complete the required details and then click on
Save.
The Incident Management Screen
Since the HR Administrator selected
Link New when the review details were added, the two incidents are now grouped together.
The History Grid
The Incident Management Report
To extract a list of incidents between specified dates, print the Incident Management Report.
Navigate > Reports > Reports > Standard Classic > Category heading: HR
Complete the Incident Management Report Parameters and select to execute the report.
An extract of the Incident Management Report
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