Virtual Assistant Incident Report

STAFFTRONIX VIRTUAL ASSISTANTS INCIDENT REPORT

As with any employee, from time to time there may be an instance where your Virtual Assistant requires counseling, reprimand or disciplinary action, depending on the occurrence. We've provided you this form to report such incidents so that Stafftronix Human Resource team may investigate and take appropriate action.

First Step

Your Name *

Virtual Assistant *

What is the name of your VA?

Account Manager

Name of Stafftronix Account Manager who you correspond with about your account.

Your Email *

Primary Phone #

What is the best phone # to reach you at?

Incident Title *

Please provide a summary title for record keeping (e.g. "Jane Doe's absence").

Date of Incident

When did this incident occur?

Type of Incident

Please select the approrpiate category of the offense. You may select "Other" as well

Summary of Incident *

Please provide us a short summary of the incident. Nothing we may reach out to you for further information.

Second Step

Discussed with Virtual Assistant?

Have you already discussed this matter with your VA?

Result of Discussion (If Applicable)

What was discussed or agreed upon as a result of your conversation with your VA?

Recurring Issue? *

yes No Has this same incident occurred in the past with your VA?

Documentation & Notes

Please summarize any notes or documentation you may have on the incident that will assist our HR Team in our internal investigation.

Document Upload

Select File(s)

If you have produced a document (.doc or PDF) on this incident you may upload here.

Image Upload

Select Image

If you have any screenshots or images relevant to this incident you may upload here.

Severity Level *

How serious would you classify this offense? Please select from one of the drop-down choices.

STAFFTRONIX VIRTUAL ASSISTANTS INCIDENT REPORT