Incidents

Incidents records formal HR actions taken against employees — warnings, suspensions, dismissals, and notes. Each incident has a severity level and a visibility setting that controls who can see it.

Log an incident

1. Go to HR → Incidents.
2. Click Log Incident.
3. Select the employee.
4. Choose the incident type and severity.
5. Set the visibility level.
6. Add the details.
7. Save.

Add a follow-up note

1. Open the incident from HR → Incidents.
2. Add an addendum with the follow-up details.
3. Save.

Find an incident

1. Go to HR → Incidents.
2. Use the filters to find by employee or incident type.
3. Click the row to open the record.

Things to know

• Visibility levels control which users can see sensitive incident records.
• Addendums let you add context or updates to an existing incident without changing the original record.
• Incidents are linked to the employee's profile and appear in their HR history.