Employee Issues
The Employee Issues screen is used by the HR Manager or Admin to formally record all workplace complaints, providing an official, traceable record for HR investigation and resolution.
Navigating the Complaints List
Location: Access this module through the main menu path: Home → Employee Relations → Employee Issues.
Purpose: To track formal complaints and ensure sensitive issues are handled with legal compliance.
Key Data: The list displays the employee who filed the complaint (Complaint From), the employee or party the complaint is against (Complaint Against), the summary of the issue (Title), and the date it was officially filed (Complaint Date).
Step-by-Step: Recording a New Complaint
Start the Request: Click the Plus Icon (+) in the top right corner of the screen to open the complaint creation form.
Identify Parties (Implied Form Fields):
Select the employee filing the issue (Complaint By) from the dropdown menu.
Select the person or entity the issue is directed against (Complaint Against).
Enter Details:
Input a concise Title summarizing the issue (e.g., "Harassment Claim," "Workplace Safety Concern").
Record the Complaint Date (the date the issue was formally raised).
Provide a detailed description of the incident, evidence, and any witnesses in the corresponding text field (implied action).
Save: Click "Save" to formalize the complaint and add it to the Complaints list.
Managing and Auditing Complaints
Searching: Use the "Search complaints..." bar to quickly locate specific cases by name or title.
Reviewing & Investigation: Use the action button in the Actions column to access the case file. From here, you can:
View the full details and history of the issue.
Document investigation notes, interviews, and evidence collected.
Record the official resolution and follow-up disciplinary action, if any.
Record Integrity: Maintaining accurate dates and detailed information ensures a proper, auditable record for legal defense and organizational governance.
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