> For the complete documentation index, see [llms.txt](https://hireryze.gitbook.io/hireryze-documentation/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://hireryze.gitbook.io/hireryze-documentation/employee-relations/warnings.md).

# 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 $$\rightarrow$$ Employee Relations $$\rightarrow$$ 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

1. **Start the Request**: Click the Plus Icon ($$\text{+}$$) in the top right corner of the screen to open the warning creation form.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FmB6SlZoVCR3Y0XZqbFYF%2Fwadd.png?alt=media&amp;token=1c76d547-ad7b-4196-8f85-188013ed8374" alt=""><figcaption></figcaption></figure>

2. **Identify Parties (Implied Form Fields)**:

* Select the supervisor or manager issuing the warning (Warning By).

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FRJNADoHCF3jWnoZiCL0U%2Fwby.png?alt=media&amp;token=45a7d9b7-eca4-4d5b-bad0-179322e3fc3f" alt=""><figcaption></figcaption></figure>

* Select the employee receiving the warning (Warning To) from the dropdown menu.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FnSBNCIwM3KpTzpbJlMiM%2Fwto.png?alt=media&amp;token=8f2ee965-61c0-40e9-a630-0905051c2d50" alt=""><figcaption></figcaption></figure>

3. **Enter Details:**

* Input a concise Subject summarizing the disciplinary action (e.g., "First Written Warning - Attendance," "Verbal Reprimand - Conduct").

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2F7GQAX4iiazaXeo2U4OEK%2Fwsub.png?alt=media&amp;token=d204a743-0442-4355-b96c-5370d6b2e2cc" alt=""><figcaption></figcaption></figure>

* Record the official Warning Date.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FDu0nqGMxmdSCSUuJTPAJ%2Fwdate.png?alt=media&amp;token=7e8bcb2c-4eb7-4ef2-897d-bf5f09fcfa42" alt=""><figcaption></figcaption></figure>

* Description (Implied): Provide a detailed description of the violation, previous coaching steps, necessary improvements, and consequences for future violations.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FLQ0VsCACbDkZRKbzm6yR%2Fwdescription.png?alt=media&amp;token=7d6fb7ab-903b-4e58-b7a2-82c43609c084" alt=""><figcaption></figcaption></figure>

1. Save: Click "Save" to formalize the disciplinary action and add it to the Warnings list.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FnEQsCxA8p4thODS7mRcb%2Fwsave.png?alt=media&amp;token=02df18a1-108c-46f3-af0b-8ced0baf38ed" alt=""><figcaption></figcaption></figure>

***

#### 3. Managing and Auditing Warnings

* **Searching:** Use the "Search warnings..." bar to locate specific disciplinary records by employee name or subject.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2FMDq5ppK1Xlt5TIw36qLj%2Fwsearch.png?alt=media&amp;token=873405dc-c438-4507-911b-362e0b925d2f" alt=""><figcaption></figcaption></figure>

* **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.

<figure><img src="https://52273894-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1uLG9WLPlrX8aL7WQL14%2Fuploads%2F2TsAapsV2VYoBtcfMrqe%2Fwactions.png?alt=media&amp;token=065540c9-f219-4897-ab89-b3b7abb26c41" alt=""><figcaption></figcaption></figure>

* **Audit Trail:** The system provides a chronological record that supports progressive discipline policies and serves as a vital audit trail for HR.
