How to Add Incidents

Tracking employee incidents improves employee performance and workplace safety.

Jeffrey Mo avatar
Written by Jeffrey Mo
Updated over a week ago

Employee incident types and ratings play a pivotal role in maintaining a safe and productive work environment. They provide a structured system for categorizing and evaluating various incidents and behaviors that occur in the workplace.

Fingercheck allows you to track employee incidents when needed. Tracking incidents is a feature to help you gain a clear understanding of how to use employee incident types and ratings to enhance workplace safety, employee performance, and overall operational efficiency.


Add Incident Types to your company

An Incident Type is the type of incident that the employee experienced in the workplace. The types of incidents you add is dependent on what you would like to track. You can track the employee’s tardiness, absenteeism, and job performance. You can even track more serious incidents such as workplace accidents the employee may experience like a fall, burn, or crash.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Incidents1 code and click the pencil icon to edit.

  4. Click Add to enter a new Incident Type.

  5. Enter the Incident details:

    1. Code: type of incident would be the generic description such as a fall, collision, attendance, safety, conduct, work performance, etc..

    2. Description: more descriptive identifier of the incident such as slip, auto, time and attendance violation, violation of safety protocols, conduct issue with coworker, substandard job performance, etc..

  6. Click Apply.

  7. Click Save.


Add an Incident Rating

An Incident Rating allows you to enter a metric that aids in assessing the seriousness of each incident during the evaluation of employee performance or the safety of the company. You have the flexibility to establish this rating internally, or you can opt to utilize an industry or national average as a reference point to assess safety benchmarks and gauge employee performance.

  1. Log in to your Fingercheck account as an Administrator.

  2. Select SETUP > System Lookups.

  3. Locate Incidents2 code and click the pencil icon to edit.

  4. Click Add to enter a new Incident Rating.

  5. Enter the Rating details:

    1. Code: type of rating would be the generic description such as severity 1, severity 2, or more simpler just 1, 2, 3, etc..

    2. Description: more descriptive identifier of the rating such as this specific rating relates to falls, burns, collisions, or performance rating such as bad, good, excellent, etc..

  6. Click Apply.

  7. Click Save.


Add an incident to your employee

Once the incident types and ratings are set up in Fingercheck, you will be able to easily keep track of employee incidents from their profiles.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select Incidents

  5. Click Add.

  6. Enter the details for the Add Employee Incident:

    1. Incident Type: select the type of incident.

    2. Incident date: enter the date the employee experienced the incident.

    3. Reported by: select the individual that reported the incident

    4. Rating: select the rating this type of incident should be recorded.

    5. Follow-up date: enter the date that a follow-up should take place about this incident.

    6. Include in notification: check this box to receive a notification on the follow-up date.

    7. Note: enter relevant information about the incident.

  7. Click Save.


Attach incident documentation

You can save attachments of each incident to document the employee is aware of the incident. You can easily save this documentation under the employee’s incident section.

  1. Log in to your Fingercheck account as an Administrator.

  2. Click the EMPLOYEES tab, and click an employee's name or number to open their profile.

  3. Click HR.

  4. Select Incident.

  5. Select the paperclip icon to attach a document.

  6. Click Attach to locate the document saved on your computer.

You can also view attachments from this here at a later time.


Create employee incidents custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click Custom+.

  5. Scroll through the reports or enter incident in the search field.

  6. Click Select to select the EmpInc report.

  7. Enter Code

  8. Select the Default Export Type from the dropdown menu.

  9. Click Start.

  10. Drag and drop employee and asset details that should be included in the report.

  11. Click Save Report.

For more details on creating custom reports with Fingercheck, check out How to Create a Custom Report


View employee incident custom report

  1. Log in to your Fingercheck account as an Administrator.

  2. Hover over the REPORTS tab.

  3. Select Company.

  4. Click the Custom tab.

  5. Click Run Report for the Employee Incidents report.

  6. Select employees.

  7. Click Preview or Download to view details of the Employee Incident report.


Thank you for using Fingercheck. If you have any questions on this article's topic, you can reach out to our team at 1-800-610-9501, or use the chat option below.

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