HR platform: Reporting a safety incident

Overview

As an employee, you could have a safety incident in your workplace that can range from a near miss right through to more serious incidents such as electrocution. These incidents need documenting when they occur to ensure your organisation can track, manage, and report on the health and safety of both their employees and their preventive safety procedures.

You can use the Report Incident feature to lodge a safety incident report and include details such as the event type, the location, the injured body part, if there were any witnesses, and any if anyone administered first aid. This feature covers both employees and any third party that were injured on your premise.

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.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Reporting an incident: Employee
  1. Click the Safety menu.
  2. Click the Report Incident submenu.
  3. In the Who Did This Occur To? field select the employee option.
  4. In the Employee field, select the affected employee.
  5. Complete the following fields:
    • Incident type.
      • Death.
      • Electrocution.
      • Fire.
      • Hazard.
      • Illness.
      • Injury.
      • Near miss.
    • Date of incident.
    • Time of incident.
    • Incident address.
    • State.
    • Location.
    • Incident description.
    • Injured body part.
    • Injury description.
    Report_1.jpg
  6. Click the Add a witness button.
  7. Complete the Was the treatment provided? section:
    • Yes: If treatment provided complete the following fields:
      • Place taken for treatment.
      • Treatment provided.
    • No: If no treatment provided.
  8. Click the Upload button to add any attachments.

    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_2.jpg
Reporting an incident: Third party
  1. Click the Safety menu.
  2. Click the Report Incident submenu.
  3. In the Who Did This Occur To? field select the Third party option.
  4. Complete the following fields:
    • Name.
    • Date of birth.
    • Contact number position.
    • Address.
    • Manager / Supervisor.
    Report_3.jpg
  5. Complete the following fields:
    • Incident type.
      • Death.
      • Electrocution.
      • Fire.
      • Hazard.
      • Illness.
      • Injury.
      • Near miss.
    • Date of incident.
    • Time of incident.
    • Incident address.
    • State.
    • Location.
    • Incident description.
    • Injured body part.
    • Injury description.
  6. Click the Add a witness button.
  7. Complete the Was the treatment provided? section:
    • Yes: If treatment provided complete the following fields:
      • Place taken for treatment.
      • Treatment provided.
    • No: If no treatment provided.
  8. Click the Upload button to add any attachments.

    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_4.jpg
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