Safety and Health Incident Notes

The Notes slide-out panel allows managers and administrators to add notes to safety and health incident records:

Dayforce shows notes chronologically starting with the newest. Click the image of the person who posted the note to open the employee card:

You can edit the notes that you post, but not those posted by other users. However, you can delete other people’s notes if you have the necessary permissions.

When a safety and health incident record includes notes, Dayforce displays a number on the notes icon in the Notes column:

Dayforce also displays a number in the View Notes link in the expanded details of the incident record:

Add Notes to a Safety and Health Incident Record

To add a note to a safety and health incident record:

1. Go to People, open the employee profile, and click Employment > Safety and Health Incidents.
2. Select the inciden you want to edit and do one of the following:
   • If the record is collapsed, click the notes icon () in the Notes column.
   • If the record is expanded, click View Notes in the top right corner of the record.
3. The Notes slide-out panel opens.
3. Enter a note in the text field and click Post.
4. Click the collapse icon to close the Notes slide-out panel.
5. Click Save.

View and Edit Notes in a Safety and Health Incident Record

To view or edit posted notes:

1. Go to People, open the employee profile, and click Employment > Safety and Health Incidents.
2. Select the note you want to edit and do one of the following:
   • If the record is collapsed, click the notes icon () in the Notes column.
   • If the record is expanded, click View Notes in the top right corner of the record.
3. The Notes slide-out panel opens.
3. Click Edit under the note that you want to update to make the text field editable.
4. Make changes to the note.
5. Note: You can only edit notes that you post. You can't edit those posted by other users.
5. Click Update.
6. Click the collapse icon to close the Notes slide-out panel.
7. Click Save.

Delete Notes in a Safety and Health Incident Record

To delete existing notes in a safety and health incident record:

1. Go to People, open the employee profile, and click Employment > Safety and Health Incidents.
2. Select the incident you want to edit and do one of the following:
   • If the record is collapsed, click the notes icon () in the Notes column.
   • If the record is expanded, click View Notes in the top right corner of the record.
3. The Notes slide-out panel opens.
3. Click Delete under the note that you want to remove.
4. Click the collapse icon to close the Notes slide-out panel.
5. Click Save.