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Written Warnings explained

How Written Warnings work, common use cases, how to access them, and more.

Updated over a week ago

Create and store written warnings within Workforce in an easy-to-use template that ensures you document all important information.

This feature is available for users who have enabled Workforce HR.

What are Written 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 do Written 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 can I access Written Warnings?

Once you've enabled the Workforce HR add-on in your account, access written warnings through the HR tab.

The default permissions for Written Warnings are:

  • Employees can View and Accept a warning issued to them

  • Managers can Create, Delete and Edit a warning, and View and Accept a warning issued to them

  • Admins can do all of the above and Configure written warning settings.

Manage permissions through Settings > All Settings > Permissions > Show Advanced Settings > Customise access & roles here. Toggle settings under the HR section.

When should I use Written 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.

Start using Written Warnings

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