Creating an Incident Report

When you are logged in to Sage People HCM HR Manager Portal, you can create an Incident Report to record a work-related incident:

1. Go to the Employment Record Detail page of the Team Member involved in the incident and scroll down to the Incident Reports Related List.

   If the Incident Reports Related List is not displayed, you can add it to the page layout:

   1. Select Setup, and then select Edit Object.

   2. On the Employment Record object detail page select Page Layouts. Then select the page layout where you want to add the Related List.

   3. In the left panel, select Related Lists.

   4. Drag and drop the Incident Reports List label to the Related Lists section of the page.

   5. Select Save.

      If you are prompted to Overwrite Users' Related List Customizations, select Yes.

      Sage People saves the revised page layout.

2. In the Incident Reports Related List, select New Incident Report:

   

   Sage People displays the Incident Report Edit page: 

    

   

3. On the Incident Report Edit page, enter the details of the incident as follows:

   Field	Description
   Employment Record	The ID of the Employment Record associated with the Incident Report. By default, Sage People inserts the Employment Record where you created the Incident Report.
   Incident Date	The date when the incident occurred.
   Reported To	The name of the person the incident was reported to.
   Incident Type	Picklist. Select the appropriate option.
   Description Of Incident	Description of the incident. Provide sufficient detail about what happened to satisfy your organizational and legislative requirements.
   Location	Where the incident occurred.
   Witness 1 Witness 2 Witness 3	The name of a person who witnessed the incident.
   Seriousness	Picklist. Select the appropriate option.
   Description Of Injury	Enter a description of the injury. Provide sufficient detail to satisfy your organizational and legislative requirements.
   Checkboxes for incident classification	Select the checkboxes that apply to the incident.
   Doctors Name	If the Team Member attended a Doctor, enter the name of the Doctor.
   Time Off Work	Number (up to 5 digits, 1 decimal place). Enter the amount of time taken off work because of the incident.
   Return To Work Notes	Space to enter notes on Team Member's return to work, if required.
   Follow Up Notes	Space to enter notes to follow up the incident, if required.
   Follow Up Date	Date of the incident follow-up.
   Official Report Made	C heckbox. Select if your organization is required to provide official reports on incidents.

4. Select Save.

   Sage People displays the Incident Report Detail page.

   Note

   The Sage People Country Pack: U.S.A. package supplies additional fields for the Incident Report object to support generation of the OSHA summary report from Incident Report data.

   For more information refer to the Country Pack: U.S.A. documentation.