Report on Expense Reimbursement, Incident and Development Forms

This report provides an analysis of three different forms: an expense reimbursement form, an incident/hazard report form, and a professional development application form. The expense reimbursement form is designed to track and manage employee expenses, including details like department, expense type, item description, employee ID, purchase amount, and receipt status. The incident/hazard report form focuses on workplace safety, requiring details about incidents, including date, time, location, injury type, incident description, incident type, witnesses, and actions taken. Finally, the professional development application form is used to document employee development activities, capturing information about the employee, department, development type, activity description, and the benefits of the activity for both the employee and the company. The report aims to provide insights into how these forms are used to manage finances, ensure workplace safety, and support employee development within an organization.

Running head: EXPLANATORY NOTE
Explanatory Note
Name of the Student
Name of the University
Author’s note

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EXPLANATORY NOTE
Expense Reimbursement Form
This form evaluates total purchase amount of a group of employees over a period. It
helps to analyze the total amount the given employee will be reimbursed. This form will be
submitted to the director once completed and the employee ID should be checked prior usage
of this form. Macro can be defined as a set of actions which are designed to automate tasks in
the excel template of the organization. This form considers macro for maintaining all the
actions in an effective manner. In case of tedious entries, macro helps to automate the tasks
effectively.
The user must enter one of the following departments: Sales and Marketing,
Dispatch, Logistics, Administration, Operations, Executive in the department column of the
form against the employee name. The expense type can be Food and drink, Fuel, Books,
Accommodation and Printing. The user must enter the type of item in the column called item
description. The employee ID section must contain be: NA, MV-2008-0049, MV-2009-0051,
MV-2009-0052, MV-2009-0047, MV-2009-0053, MV-2006-0046, MV-2006-0050, MV-2010-
0045, and MV-2010-005. The purchase amount must be mentioned by the user. There is
another column that determines whether receipt is attached or not. Here the user must enter
either Yes or No.
Incident/Hazard Report Form
This template helps to manage the health hazards of the organization. A contingency plan
is important for the firm with respect to this policy. This form aims to help the organization to
create a safe environment for the employees so that there are no injuries in the workplace. This

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EXPLANATORY NOTE
form must be completed by the HR and submitted to the Health and Safety Office of the
workplace.
The user must enter the names of the employees who have suffered from any injury or
health hazard in the organization against the incident date and time between 7 am to 10pm. The
location of the incident must be mentioned by the users. The injury type must be chosen from
major, minor and moderate. The user must describe the incident in a concise way in the
description column. The incident type must be chosen from Accident, Assault and Mechanical
failure. The witnesses’ column must be filled with the number and designation of employees. In
the actions taken column, user must enter either Changes or No changes to show whether any
actions were taken to mitigate the hazards.
Professional Development Application Form
This plan helps in the growth of individual employee as well as the organization.
Information will be stored in this form after regular monitoring of the employees. It is the
responsibility of the supervisors to identify development opportunities for the employees. After
completion of this form, it is submitted to the Director.
The user has to fill up the names of the employees along with their respective
departments. This form will tell about the professional development type along with description
of the development activity. It will also show whether this development activity was beneficial
for the applicant as well as the company. The report received from the applicant can either be
written or verbal report.