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Incidents Explained

Use Incidents in Workforce HR to record injuries, illnesses, near misses and other workplace incidents.

This feature is available for users who have enabled Workforce HR.

What's covered in this guide?

What are Incidents?

Incidents gives you one place to record and manage injuries, illnesses, near misses and other workplace incidents. You can record all the details in one place, which helps you meet your health and safety obligations.

When to use incidents

Use incidents to record events such as:

  • slips, trips and falls

  • cuts

  • burns

  • vehicle accidents

  • manual handling strains

  • near misses

How incidents work

Once Workforce HR is on, you can record an incident for an employee. Each incident is recorded in sections:

  1. Incident Details: the date, time, location and people involved

  2. Incident Summary: a short summary of what happened

  3. Injury Details (if applicable): any injuries, including the injured body part

  4. Evidence & Attachments: upload or describe evidence

  5. Witnesses: anyone who saw the incident, with their witness statement

  6. Property/Equipment Damage: any damage to property or equipment

You can change how incidents are set up to match your own processes. See Incident Settings.

How can I access Incidents

Go to HR > Incidents. If you can’t see it, check that Workforce HR is turned on for your account.

Incidents Reports

To report on incidents, go to Reports and open the Incidents Report. You can also click Download CSV on the Incidents page.

FAQs

Where do I find incidents?

Go to HR > Incidents.

Can I record a near miss?

Yes. Record it as an incident and leave out the injury details.

Can I change what’s recorded on an incident?

Yes. You can change incident settings to match your processes. See Incident Settings.

How do I export incidents?

Start using Incidents

Enable Workforce HR

🚀 What's next?


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