Creating Your First Matter
Overview
Create a Matter to securely manage a workplace issue from beginning to end. Matters provide a central location for notes, documents, actions and supporting evidence.
Before you begin
You'll need:
- Owner, Senior or Manager access (where permitted)
- An employee record
Step 1 – Open Matters
From the LEO HR dashboard, select Matters.
Step 2 – Create a new Matter
Select New Matter.
Step 3 – Complete the details
Enter:
- Matter title
- Employee
- Matter type
- Summary
- Relevant dates
Step 4 – Save the Matter
Select Create Matter.
The Matter will appear in your Matters dashboard.
Troubleshooting
I can't create a Matter
Ensure you have permission to create workplace matters.
Need Support?
If you need further assistance, please contact LEO HR Support through the Help Centre or email