Create and Send a Warning

Warning Actions & Violation Types : When creating a warning, simply select the Violation Type and Warning Action. The description will automatically populate based on the settings configured by the Admin(s) on the summary page.

To create a warning, log into your Manager or Admin account and follow these steps:

Warnings Module
Create Warning
Select Employee who will receive the warning (you are able to see previous warnings given to this Employee by clicking Show Warnings)
Set the incident Date and Time
Input a description of the incident
Select which Violation(s) occurred
Select the Action which will occur
Define what the consequence upon next infraction will be
Save
If submitted by a Manager, this may go to Administrator for review (if applicable). The Warning can be edited at this point. Once approved, this will show in the "To Be Sent" tab for you to send. If submitted by an Administrator, the Warning can be either Edited or Sent to Employee.

An Administrator can change the settings for a Managers warning to not require review
All Warnings show on the Warnings dashboard in different tabs whether they're Pending Review, Rejected, Ready to Send, Awaiting Signature etc.
A Detailed or Summary report can be exported to PDF for each month's Warning