Versions Compared

Old Version 9

changes.mady.by.user Stewart Neale

Saved on

compared with

New Version 10

changes.mady.by.user Stewart Neale

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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

These are the topics on this page

  • Introduction

  • Navigating the Staff Warning Page

  • Creating a Staff Warning

  • Editing a Staff Warning

  • Change the Activity Status

  • Deleting a Staff Warning

  • Miscellaneous record activities

  • Staff warning record Mail Merge

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

Expand
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 that lists the particulars of employees. This field is used to identify the individual that informed the employee of the their staff warning.

  9. Date Communication: This field is used to list the date the employee was advised of the staff warning. The date can be specified as free text or by using the calendar picker.

  10. Warning Number: This a numeric field that is used to list the reference number against the staff warning. Use the number spinner or input in free text a numeric value.

  11. Issue of Concern: This field is used to list a narration of the issues or circumstances that are basis of the staff warning.

  12. Details of Discussion: This field is used to list a narration of the discussion held between management and the employee with regards to the staff warning.

  13. Next Review Date: This field is used to list the date that the employee staff warning will next be reviewed with regards to the actions listed. The date can be specified as free text or by using the calendar picker.

  14. Employer Required Actions: This field is used to list a narration of the actions that the employer will take in regards to the staff warning.

  15. Employee Required Actions: This field is used to list a narration of the actions expected or agreed to that will;be undertaken by the employee in regards to the staff warning.

  16. Status: This is a drop down field that is used to list the current status assigned to the staff warning record. The status types available include Draft, Issued, Resolved, Deferred or Cancelled.

Creating a Staff Warning record

  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