Report a safety incident

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plan: Standard, Premium, Platinum
Available for the following User Access levels: Employee    , Manager    , Admin    

The Report an Incident feature lets you write a safety incident report. You can include details like the event type, the place, and the hurt body part. Your organisation's worksafe authority will receive the details of your submitted incident and review the provided information. To read further details on how to set up a worksafe authority, refer to the following article.

Important

This section will only be visible if you have enabled the Safety feature via the Menu Customisation feature. To read further details on this feature, refer to the following article.

Please keep in mind anyone on the HR platform can submit a safety incident report for anyone else, no matter platform access, reporting lines, etc. However, once submitted, the reporter will not be able to view or edit the incident report unless they are the following:

  • Admin/owner.
  • Worksafe Authority.
  • Employee with all employees' custom security permissions to view, modify, and delete. Affected employees can view and delete by default, while a reporter can delete by default.
  • Employee with managerial custom security permission to modify. Managers can view and delete by default.

  Interactive learning

Interactive demo of reporting an incident

Daily activities

Report an incident: Personnel
  1. Click the   Compliance menu.
  2. Click the Report Incident submenu.
  3. In the Who Did This Occur To drop-down, select the type of person from:
    • Employee
    • Contractor
  4. In the Personnel field, select the affected employee.
  5. Complete the following fields:
    • Incident type.
      • Death.
      • Electrocution.
      • Fire.
      • Hazard.
      • Illness.
      • Injury.
      • Near miss.
      • Psychosocial hazard (which covers sexual harassment and bullying).
      • Non-conformance.
      •  Property/equipment damage.
    • Date of incident.
    • Time of incident.
    • Incident address.
    • County.
    • Location.
    • Incident description.
    • Injured body part.
    • Injury description.
  6. Click the   Add a witness button.
  7. Complete the Was the Treatment Provided section:
    • Yes:
      • Place taken for treatment.
      • Treatment provided.
    • No.
  8. Click or drag any required files onto the Upload tile.

    Helpful Hint

    You can upload either a PNG, JPEG, PDF, Doc or Docx file, with a maximum size of 2mb per file and the ability to upload up to 5 files per submission.

  9. Click the Submit button.
    Report_1.jpg
Report an incident: Third-party
  1. Click the   Compliance menu.
  2. Click the Report Incident submenu.
  3. In the Who Did This Occur To drop-down, select the Third party option.
  4. Complete the following fields:
    • Name.
    • Date of birth.
    • Contact number position.
    • Address.
    • Manager / Supervisor.
    • Incident type.
      • Death.
      • Electrocution.
      • Fire.
      • Hazard.
      • Illness.
      • Injury.
      • Near miss.
      • Psychosocial hazard (which covers sexual harassment and bullying).
      • Non-conformance.
      •  Property/equipment damage.
    • Date of incident.
    • Time of incident.
    • Incident address.
    • County.
    • Location.
    • Incident description.
    • Injured body part.
    • Injury description.
  5. Click the   Add a witness button.
  6. Complete the Was the Treatment Provided section:
    • Yes:
      • Place taken for treatment.
      • Treatment provided.
    • No.
  7. Click or drag any required files onto the Upload tile.

    Helpful Hint

    You can upload either a PNG, JPEG, PDF, Doc, or Docx file. With a maximum size of 2 mb per file and the ability to upload up to 5 files per submission.

  8. Click the Submit button.
    Report_1.jpg

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