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This page guides you through the creation and the management of Staff Warning records.

These are the topics on this page

Introduction

Staff warnings are managed through the employee profile, by accessing the Staff Warning tile located within the left menu panel.


Navigating the Staff Warning Page

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titleClick to expand and preview the fields and objects contained within the Staff Warning form

The following is an outline of the fields that comprise the Staff Warning form:

  1. Save: This button is used to create as well as save updates to an existing record.

  2. Close: This button is used to close down the staff warning page.

  3. Deactivate: This button is used to adjust the activity status of the staff warning record.

  4. Notes: This button provides access to the notes function. Notes can be retained against the staff warning thereby tracking actions and communications.

  5. Documents: This button provides access to the document function.

  6. Delete: This button is used to delete the staff warning record.

  7. Employee: This is a drop down down field that by default lists the name of the employee to which the staff warning relates. The value listed within this field SHOULD NOT be altered.

  8. Communicated By: This is a drop down

  9. Date Communication:

  10. Warning Number:

  11. Issue of Concern:

  12. Details of Discussion:

  13. Next Review Date:

  14. Employer Required Actions:

  15. Employee Required Actions:

  16. Status:


Creating a new Staff Warning

  1. Click on the +New button if you want to create a staff warning for the employee.

  2. Fill in the details for the Staff Warning.

  3. You can input several details from this page such as issue of concern, details of discussion, and required actions.

  4. Once done, click on the save button to create a new staff warning.


Editing a Staff Warning record


Changing the Activity status of a Staff Warning record


Deleting a staff warning record

  1. From the main Page, click on the staff warning that you wanted to delete and then click on the delete icon on the upper right.

  2. Click on OK Button to confirm deleting the staff warning.


Miscellaneous Record Activities


Staff Warning record Mail Merge