Workplace Incident
HR
Report a workplace incident with when, where, who was present, and whether anyone needs care now.
Incidents reported only in chat disappear when the shift ends. This form timestamps what happened, who was there, and whether anyone needs care now.
Who it is for
People ops, safety leads, and store managers who need a record that is not a Slack thread.
When to use it
Use it for safety, property, or conduct reports that need an owner. Support Request is a product defect. Exit Interview is a resignation. This is not a legal determination.
What this form collects
Reporter identity, date, location, immediate-care radio, a required narrative, optional witnesses, and an optional file.
- Warehouse or kitchen safety report
- Store customer-altercation log
- Office conduct report that needs a timestamp
Preview mode: This is a live read-only render of the template. Sign up to clone it into your account, or customize it with the guest AI builder first.
Workplace Incident
Frequently asked questions
Do reporters have to give their name?
Yes in this template — someone has to call if care is needed. Clone an unnamed path only if you have a process for reports you cannot reply to.
Should this go to legal automatically?
Route it to the owner you already named in policy. The form does not notify counsel unless you set that up after you clone it.
Can guests preview this without filing a real report?
The template preview is read-only. A submitted copy on your account is a real record — do not test with live names.
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