How Do I Insert An Incident Report?

Incident reports are inserted from the Add Incident section of the screen.
  1. Select the desired employee from the drop-down lists at the top of the screen.
  2. Use the Incident Date field to insert the date upon which the incident occurred.
  3. Select an Incident Type from the drop-down menu.
    Note:     The contents of the Incident Type field can be customized from the Edit Lookup Tables section of the main Admin tab.
  4. Select a Rating from the drop-down menu.
    Note:     The contents of the Rating field can be customized from the Edit Lookup Tables section of the main Admin tab.
  5. Select the Author of this incident report from the drop-down menu.
  6. If you would like to schedule a follow-up for this incident, enter the Follow-up Date.
    Note:     Scheduled incident follow-ups are displayed in a calendar format on the HR Main screen.
  7. Enter any additional notes into the Comment field.
  8. Click on the [SAVE] icon to add the incident report.