What's covered in this guide?:
Note: This feature is available to users with the Workforce HR add-on enabled.
What are Warnings?
Written warnings are records kept against employees to track any issues, misconduct, or policy breaches. It's important to keep track of these issues to inform any future disciplinary action and for auditing purposes.
Workforce's written warnings allow managers to record these instances as well as receive acknowledgement from employees, and provide corrective actions to resolve the issue.
How Warnings work in Workforce?
The workflow of using written warnings in Workforce is:
1️⃣ The manager creates a new written warning and selects which employee you're issuing it to
2️⃣ Then, they select one of Workforce's templated reasons (or create your own reason)
3️⃣ Enter details about the warning (including times, locations, and corrective actions)
4️⃣ Employee accepts the written warning and views the corrective actions
You'll always have a record of these written warnings available.
How to Access Warnings
After enabling the Workforce HR add-on, navigate to the HR tab to manage written warnings.
Permissions Overview:
Employees: Can view and acknowledge written warnings issued to them.
Managers: Can create, edit, delete, and view written warnings.
Admins: Have full access, including configuration settings.
To manage access:
Go to Settings > All Settings > Permissions > Show Advanced Settings > Customise access & roles, then update the HR permissions.
When to use Warnings
Common reasons for written warnings include:
Absenteeism
Harassment
Insubordination
Misconduct
Misuse of company property
Policy violation
Safety violation
Tardiness
Uniform/Appearance
Unsatisfactory performance
We've provided all these reasons as pre-configured templates in Workforce.
Warnings Report
You can report on performance reviews by navigating to Reports > All Reports > HR > Warnings Report:
Get Started with HR Warnings