Reasons to use meetings, disciplinaries and grievances
You can have various reasons to add meetings, disciplinaries and grievances to employees' profile, most common ones are the following:
Centralised records: all meetings, disciplinaries, and grievances are stored in one place on the employee profile. This makes it much easier to find information later if you need it for case management or evidence.
Consistent documentation: you can record details like dates, descriptions, allegations, actions taken, and outcomes. This helps keep a clear history of what happened and when.
Supporting policies and processes: recording disciplinaries and grievances helps your organisation follow internal policies and manage employee conduct in a structured, transparent way.
Attach supporting documents: You can upload files such as notes, evidence, etc. directly to the record, so everything related to the case stays together.
Add a new meeting
You can create an employee meeting if you follow the below steps:
Find the employee using the organisation search
look up located in the top right corner.Click Employment then click Meetings.
Click Add Meeting and fill the mandatory details:
Type
Meeting Date
Description
Click Save.
📌Note: The meeting you have created can be selected again if you want to add documents and objectives. As a reviewer, you can add performance and meeting outcomes, and the employee can add employee comments.
Add a new disciplinary
To add a new disciplinary, follow the below steps:
Find the employee using the organisation search
look up located in the top right corner.Click Employment then click Disciplinary.
Click Add Disciplinary.
Complete all mandatory fields such as allegation type, description and allegation date
Click Save.
You must save this new Disciplinary record before you can upload documents.
Click into the newly created Disciplinary then click Documents.
You can view, download or delete all the documents that are uploaded to this disciplinary.
Click Upload Document, if any required then click Save.
📌Note: The disciplinary you have created can be selected again if you want to add any investigation notes, any actions or referral.
Add a new grievance
To add a new disciplinary, follow the below steps:
Find the employee using the organisation search
look up located in the top right corner.Click Employment then click Grievance.
Click Add Grievance.
Complete all mandatory fields such as grievance type, date raised, description and notes of actions taken.
Click Save.
You must save this new Grievance record before you can upload documents.
Click into the newly created Grievance then click Documents.
You can view, download or delete all the documents that are uploaded to this grievance.
Click Upload Document, if any required then click Save.
📌Note: The grievance you have created can be selected again if you want to add any outcome explanation, any grievance notes taker or any appeals.