Add HR Incident Records

HR Administration Guide

Version
R2025.2.1
ft:lastEdition
2025-12-09
Add HR Incident Records

To add an HR incident record:

  1. Go to People, open the employee profile, and click Employment > HR Incidents.
  2. Click Add.
  3. In the General section, select an option in the Incident Type drop-down list.
  4. Select an option in the Location drop-down list. The selection defaults to the primary work location of the user entering the incident.
  5. Select a user in the Filed By drop-down list. The selection defaults to whoever is entering the incident details.
  6. Select an option in the Status drop-down list. The default status is Open.
  7. (Optional) Select options in the Assigned To, Action, and Questionable Claim drop-down lists.
  8. In the Date and Time section, update the Date Opened selection, if required. The selection defaults to today’s date.
  9. (Optional) Enter values in the following fields:
    • Date Closed
    • Incident Date (must be on or before the Date Opened value)
    • Time Began Work
    • Time of Incident
    • Date Return to Work
    • Are Days Lost
    • Days Lost
    • Days Restricted
  10. (Optional) Click View Notes to open the Notes slide-out panel and enter a note about the incident.
  11. Click the collapse icon to close the Notes slide-out panel.
  12. Click Save.

Edit HR Incident Records

To edit an HR incident record:

  1. Go to People, open the employee profile, and click Employment > HR Incidents.
  2. Click the row of the incident record to expand the details, and make changes in any field.
  3. (Optional) Add, edit, or delete existing notes.
  4. Click Save.

Copy HR Incident Records

To copy an HR incident record:

  1. Go to People, open the employee profile, and click Employment > HR Incidents.
  2. Select the incident record and click Copy. Dayforce creates a record with all of the existing values from the copied record except for Location, Date Closed, and any notes. The status selection is Open.
  3. Click Save.

Delete HR Incident Records

To delete an HR incident record:

  1. Go to People, open the employee profile, and click Employment > HR Incidents.
  2. Select the row of the record that you want to delete and click Delete.
  3. Click Save.