Warnings
The Warnings screen is used by the HR Manager or Admin to formally issue, document, and manage all disciplinary actions, creating a legally defensible record of employee performance issues.
Navigating the Warnings List
Location: Access this module through the main menu path: Home → Employee Relations → Warnings.
Purpose: To maintain an organized, historical record of disciplinary actions, which is crucial for performance management and termination decisions.
Key Data: The list displays who issued the warning (Warning By), the employee receiving it (Warning To), the nature of the issue (Subject), and the date it was issued (Warning Date).
Step-by-Step: Recording a New Warning
Start the Request: Click the Plus Icon (+) in the top right corner of the screen to open the warning creation form.
Identify Parties (Implied Form Fields):
Select the supervisor or manager issuing the warning (Warning By).
Select the employee receiving the warning (Warning To) from the dropdown menu.
Enter Details:
Input a concise Subject summarizing the disciplinary action (e.g., "First Written Warning - Attendance," "Verbal Reprimand - Conduct").
Record the official Warning Date.
Description (Implied): Provide a detailed description of the violation, previous coaching steps, necessary improvements, and consequences for future violations.
Save: Click "Save" to formalize the disciplinary action and add it to the Warnings list.
3. Managing and Auditing Warnings
Searching: Use the "Search warnings..." bar to locate specific disciplinary records by employee name or subject.
Reviewing: Use the action button in the Actions column to view the full details of the warning, confirm acknowledgment by the employee (implied), and ensure all documentation is complete.
Audit Trail: The system provides a chronological record that supports progressive discipline policies and serves as a vital audit trail for HR.
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