Building a safety incident report | HR Web Platform

The outcome of this project is that you will have created a safety report. Before being able to use the Custom Reports feature, you need to activate Two-Factor Authentication. To read details on how to activate Two Factor Authentication, refer to the following article.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Summary

You can use the Custom Report feature to construct a safety report based on the incidents reported by employees and contractors in your organisation via the Incident Reporting feature.

Build a safety report
  1. Click the  Reports menu.
  2. Click the Other reports tab.
  3. Click the Custom Report box.
    screenshot of the other reports tab in the reports page, with a highlight on the custom reports box
  4. Click the Create New Report button.
    screenshot of the customs report page, with a highlight on the create new report button
  5. Enter “Safety Incident Report” in the Report name field.
  6. Enter what this report will cover in the Description field.
  7. Include or exclude terminated employees in the report.
  8. Select Safety Incident Report from the Report Type drop-down.
  9. Click the Create button.
    screenshot of the page where you can enter the details of your custom report

    Helpful Hint

    You will now see your safety report on your screen. To read more information on how to edit, download, and delete a custom report, refer to the following article.

    screenshot of the page showing the custom report you ran

Author recommended

So you have now built a safety report and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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