Basics of Employee Write-Up's
Purpose:
To Create an Employee Write-up.
Background:
While it is unfortunate there are times you need to write up an employee for disciplinary purposes, Contractor Foreman gives you the tools and organization to do it in a proper way.
Points to Remember:
Required fields are marked with an Asterisk (*.)
To save your work, click the blue Submit button.
To edit the record, click the green pencil icon in the upper right corner.
Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.
If an Employee Write-up needs to be Deleted, you can do so by clicking on the Action button at the bottom of the page on the right.
Steps to Create a New Employee Write-Up:
- Navigate to Main Menu.
- Click on Employee Write-ups.
- Click on blue button Create a New Employee Write-up on the left.
- Enterthe followinginformation:
- Employee: (Mandatory) Select from Drop-down.
- Date: (Mandatory)
- Discipline Type: Select from Drop-down.
- Note:
- Occurrence: Select from Drop-down.
- Witnesses: Select from System List.
- Incident: Select from Drop-down.
- Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
Related Articles
Adding a Employee Write Up
While it is unfortunate there are times you need to write up an employee for disciplinary purposes, Contractor Foreman gives you the tools and organization to do it in a proper way. To create a new employee write up, go to main menu and select ...
How to Create a New Employee Write-Up?
Doing an Employee Write-Up is Bad but sometimes you just got to do it. This module not only helps you keep track of the write-up but also the number of Occurrences, Witnesses (if any) & Discipline Type. To Create a New Employee Write-Up, go to: Menu ...
How do I create a New Employee Write-Up?
To create a new Employee Write-Up, please go to the Menu and choose Incidents. Click on the + sign either in the Menu itself or from the module. You will find two options under Type and from here you can choose Employee Write-Up
How do I link or reference the Incident data to an Employee Write-up record?
After creating the Incident Record, go to bottom of page and click on Action box and Select "Copy internal Link." Then paste this link into the Employee Write up record in the Note field.
How do I make a copy of all the Incidents and Employee Write-ups for my HR files?
To make a copy of all the Incidents and Employee Write-Ups, from the Menu, go to Reports and then choose Incidents & Employee Write-Ups. Here, choose Incident by Date and Employee Write Ups by Employee separately and generate the reports needed to ...