Incidents (Employee) - (HR Tab)

This screen allows you create and edit employee incident records. Incidents can be anything from a minor workplace mishap or accident, to employee misbehaviour or insubordination. Incident tracking can be useful in finding the root cause so that you can prevent the event from happening again.

View step-by-step tutorial

Common Buttons

Visit the Button Descriptions help page to view detailed descriptions of each button that appears on your screen (whether in the Button Bar at the top of the table, or in the table itself). Note: If a button is unavailable (i.e. its text appears in Gray), either the command is not applicable to the current screen, or its function has already been applied (e.g. you clicked the New button for an item that can only be added one time).

The following section of this help page describes the various columns that can appear in the main table on this screen. If you see a column description below that does not appear on your screen, you can add the column to your view by using the Customize option under the Views button (located at the left side of the screen just above the table). Refer to the Customize View help page for more help on this feature.

Completion Date

Use this cell to specify the date that the incident was reviewed and/or closed. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Details

Use this cell to enter details that describe the incident. Selecting the link opens the Incident Description Details window where you can enter details as needed. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).

Documents

This cell is used to upload and manage documents that relate to the current row item. This can include PDFs, word processing documents, spreadsheets, images and so on.

Manage - Choose this button to open the Documents window that allows you to manage the documents that are associated with this item. You can use the various options in the window to add, view, and remove documents. Each time you add a document, the name of the file will appear in the window's table, along with the date and time it was added.

Files of any type may be added including PDFs, word processing documents, spreadsheets and images.
You can store up to a maximum of 5 documents, with a maximum size of 10MB per document.

The table in the center of the window display the names of each file that currently resides in the management window. To select a file for viewing or removal, simply click on its name.

Open - Choose this button to view the currently selected file. Depending on your browser settings, the resulting file file will either be stored in your Downloads folder or you may be presented with a window that will prompt you where to save the file before viewing.
Remove - Available for Administrator accounts only, choose this button to delete the document.
Close - Choose this button to close the Documents window.

Employee No.

This uneditable cell displays the unique number that identifies the employee as defined in the HR Employee Setup screen.

Given Name

This uneditable cell displays the employee's first name (also referred to "given name" or "personal name") as defined when the employee was added to eNETEmployer. You can edit this item using the Employee - Setup Employee screen.

Required Date

Use this cell to specify the date that the incident is to be reviewed. You may either enter a date in the cell using the mmm/dd/yyyy format (e.g. if the date is August 31, 2018, you would enter Aug/31/2018). You can also specify a date by selecting the Calendar icon and choosing a date from the pop-up window that appears.

Status

Use this cell to specify the status of the current employee incident. The two options are Required and Completed.

Surname

This uneditable cell displays the employee's surname as defined in the HR Employee Setup screen.

Type

Use this cell to enter the incident's type or level. For example: "Minor - Tardiness" or "Critical - Absent without leave".

Incident

Use this cell to specify the type of incident that is being recorded. The drop-down menu shows the available incident types as defined in the Incidents screen (accessible via Employer HR - Incidents command). Refer to the Incidents help page for more information on how these items are created.