Create an HR Incident

This tutorial will show you how to create HR incident types - records that track different types of employee issues and events such as work accidents, absenteeism, customer complaints, grievances, and much more.

NOTE: Click on the images below to view them at full size

To Add an Incident Type:

1. Click on the HR tab and then choose the Employer HR menu to display the various options.
   

Fig. 01: The Incidents command under the HR tab's Employer menu.
2. Choose the Incidents menu option. This opens the Incidents screen that is used to define employee incident types.

Incidents Help page...

3. Choose the New button to insert a blank incident row in the table.
4. Use the Name cell to enter a descriptive name for the incident type and then move to the Description cell and enter a brief description for the incident.
   Example: In Fig. 02 below, we have created an incident type entitled "Accident". This incident type can be applied to all employees who are involved in any type of work-related mishap.

Fig. 02: The Name and Description cells completed.
5. Move to the Details cell and click on the Enter hyperlink. This opens a window that allows you to enter detailed information about the incident type.
6. Enter the incident type's details as needed. You can use the formatting bar to change the font size, color, etc. You can also paste content into the window from another program or document (e.g. word processor, spreadsheet, web page).
   Example: In Fig. 03 below, we have entered an accident "template" form that can be filled in each time an employee is involved in an accident at work.

Fig. 03: The completed Details window.
7. When the incident details are complete, choose the Save button to close the pop-up window. This returns you to the main screen where the cell's original hyperlink has been replaced with the word "Edit" to indicate that you can perform further changes to the details when needed.
8. Select the Documents button to open a window where you can attach documents and files that pertain to the current incident type. This can include PDFs, word processing documents, spreadsheets and images.
   

Fig. 04: The Documents window.
9. When the Documents window appears, select the "+" (plus sign) icon to display the Open dialog box, and then use this window to navigate to the location of the document(s) that you wish to add.
   Example: In our example below, we see several documents that relate to our incident type.
   

   Fig. 05: Choose one or more documents to be added to this incident type.
10. Select one or more documents as needed, and then choose the Open button. This adds the selected document(s) to the eNETEmployer Documents window.
    
    

    Fig. 06: We have chosen three supporting documents for this incident type.
11. Select the Close button to exit the Documents window.
12. Choose the Save icon (the Check Mark icon at the left side of the row) to accept your changes. This action saves the changes for the row and takes you out of Edit Mode.
13. Repeat the preceding steps to enter additional incident types to support your company's HR needs.
    Example: In Fig. 07 below, we have created a total of five incident types that can be assigned to our employees as needed.
    
    

    Fig. 07: We have created five incident types in total.

This completes the tutorial on adding HR incident types.

To learn how to assign these incident types to your individual employees, refer to the Managing Employee Incidents tutorial.

See Also:

• HR Incidents help topic
• HR Overview