Adding a Employee Write Up

Having the ability to create an Employee Write-Up is important for maintaining clear documentation, promoting accountability, and ensuring that all safety or performance-related incidents are properly recorded. It helps management address issues consistently, protect the company from liability, and support fair corrective action procedures. Proper write-ups also serve as valuable references for training, improvement, and compliance with company policies.

How to Add an Employee Write-Up

• Go to the Incident Module.
• On the main dashboard, click the “+ Incident” button at the top right of the screen.

• In the pop-up window, make sure that under Type, you select Employee Write-Up, not “Incident.”

• The Location field is optional; however, it’s best practice to select a project so the write-up is linked to the correct job.
• Fill in the required information, such as date, time, employee name, and a brief description of what happened.
• When finished, click the blue “Create Employee Write-Up” button.

Once the record is created, you’ll be taken to the Employee Write-Up record screen where you can enter more detailed information.

Sections Explained

Details

On the left panel, you’ll find three sections: Details, Files, and Notes.
Under Details, there are two main blocks:

• Details: Includes general information you’ve already entered, plus the Occurrence field where you can indicate if it’s a First Offense or a Repeated Behavior.
• People: Allows you to document any witnesses, notified personnel (such as Safety Managers, Project Managers, or HR), and the date/time they were notified.

Files

In the Files section, you can upload or take pictures related to the write-up. Adding supporting evidence strengthens the report and helps avoid misunderstandings or disputes later.

Notes

The Notes section is for internal communication only between you and your team. Use it to add follow-up comments or background details.

Final Steps

Once all information is complete, click the 3-dot icon and on the view/email PDF option to print the Employee Write-Up. Be sure to have the employee sign it and store the record in your project binder, jobsite folder, or HR files to maintain proper documentation.

That’s it! You’ve successfully created and documented an Employee Write-Up in Contractor Foreman.