Creating and Managing Matters
Overview
Matters help you securely record, organise and manage workplace issues from start to finish, ensuring all relevant information is kept together in one place.
Before you begin
You'll need:
- Owner, Senior or Manager access
- The relevant employee record (if applicable)
Step 1 – Create a Matter
From the LEO HR dashboard, select Matters.
Select Create Matter and choose the appropriate matter type.
Step 2 – Add the details
Enter the relevant information, including:
- Matter title
- Employee(s) involved
- Description
- Key dates
- Supporting notes
Step 3 – Upload supporting evidence
Where appropriate, attach supporting documents such as:
- Letters
- Meeting notes
- Investigation records
- Policies
- Other relevant documents
Step 4 – Manage progress
Update the matter as it progresses by recording actions, adding notes and uploading additional documents until the matter is complete.
Best Practice
Record information as events occur to maintain a clear, accurate and auditable history of each matter.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email