Employee Incidents

Overview

Ensuring employee safety is an essential component of human resource management. It is possible that events occur at the workplace that have legal implications–for example, injury, acts of violence, or harassment of employees. Incidents can also be regarded as events that can result in a crisis, if not handled properly or on time. The seriousness of these issues entails that a record is maintained and the incidents are reported to the legal authorities. Incidents can also have implications from the medical insurance perspective and so they should be properly documented.

Core HR helps you keep track of employee incidents, ensuring that your company fulfills its legal obligations. It also helps you decide on what actions to take. You can create and maintain a list of incident types that can be used to flag employee incidents. Some of the common incidents are injury, accident, theft, DUI, and so on. You can create any number of incident types and then use them to create and track employee incidents. Click here to watch a video on managing employee incidents in Core.

Note: You can get a visual overview of this feature in Core from the HR Management flowchart.

Basic Tasks

Add Employee Incidents

View Reports

Advanced Tasks

Apply Filters

Mark Screen as Favorite

Add Employee Incidents

Employee incidents in Core are records of any events related to the employees that have some importance in legal or company matters. Some common examples could be accidents or injuries.

To add an employee incident, watch this video or follow these steps:

    1. Open the Employee Incidents screen from the side menu > Human Resources > Incidents.


    2. Click Create New on the top-right.
    3. On the Add New Incident dialog, enter the required information:
      • Reported By: ID of the employee who reported the incident
      • Employee
      • Incident Type: is the type of incident that has occurred (for example, an accident, theft, etc.)
      • Incident Date (and time)
      • Incident Location: the location or state where the incident occurred (optional)
    1. Enter other information and click Add. It displays in the grid list.

View Reports

To view a report:

    1. Open the Employee Incidents screen from the side menu > Human Resources > Incidents.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Apply Filters

When using the filter search or applying filters, Core intelligently updates the info bars to reflect the values of the filtered list. Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Employee Incidents screen from the side menu > Human Resources > Incidents.

    1. In the list view,  click  on the right.

    2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    3. Click Add Filters to specify more filters.

    4. When you have finished, click Apply Filter. You can see selective data now.

    5. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list. You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Employee Incidents screen from the side menu > Human Resources > Incidents.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

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