WFM UK: HR: Administration Drop-Down: Warning Levels – Fourth & HotSchedules Customer Success Portal

Overview

Warning Levels are used to record a warning against an Employee Record. These should be used to reflect the company’s internal disciplinary process. Fourth provides standard Warning Types which can be amended or deleted to suit the business requirements.

Creating Warning Levels

From the HR Module, select Administration and then Warning Levels
Select Create Warning Type
Enter a Description and the Severity status
Select Alert if an alert is to be generated when this Warning is selected
Select Is Dismissal if applicable and Save

By selecting the Warning Type and then Delete, this will remove the warning level.

Fig.1 – Edit Warning Type

Please Note: Once a Warning is assigned to an employee, that level cannot be deleted.

There can only be one description assigned to each Severity Level. To insert a description at Level 1, Level 2 and 3 would need to be amended to Level 3 and 4 to free up Level 1.

Fig.2 – Warning Details

Creating Warning Levels within an Employee's Record

Go to HR > Employees > Employee List > search for and select an employee
Select Employee HR Info > Warnings > Create a Warning (as seen in Fig.3)

Fig.3 Creating a Warning an employee’s record

For more articles on the Administration drop-down menu, please see - WFM - Getting Started WFM Administration

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