Manage HR Employee Relations in legacy HR

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 5 minutes to read

    • You can define and maintain HR employee relations data that is used for creating and assigning employee relations cases in the non-scoped version of HR.

    The HR • Employee Relations module contains a list of all open employee relations cases. The module allows HR agents to add and modify disciplinary issues and types, as well as warning types.

    The following information is set up and maintained as part of the HR • Employee Relations module. Employees can access HR employee relations information and submit HR employee relations cases from the HR Service Portal. HR managers or administrators set up and modify the information.
    • HR Employee Relations Case Management
    • Disciplinary Issues
      • Disciplinary Issue Types
      • Warning Types

    HR specialists, generalists, and managers can perform any of the following tasks.

    • Create HR employee relations cases for employees to record the processing of HR disciplinary issues, such as a report from an employee about an absent co-worker or co-worker misconduct.
    • View HR employee relations case information and manage the overall HR workload. For example, a manager can work with all HR cases that are not assigned.

    HR employee relations cases can have one or more associated HR tasks to manage individual pieces of work within the case.

    Employee relations case management in legacy HR

    You can use HR dashboards, reports, and other HR management modules to monitor and manage HR employee relations cases.

    You can view a list of employee relations cases in the HR • Employee Relations > Case Management > Employee Relations Cases module.

    Depending on your HR job function, you can use any of the following tools to help you with day-to-day HR employee relations cases and operations.
    • Dashboards, including the Overview, Overview (Reporting), and Manager Dashboard. Dashboards are a type of homepage containing reports and other widgets. You click a listed employee relations record or a segment in a report to see details.
    • HR reports, including reports available on the dashboards. Various HR reports are predefined for you, and you can create additional reports.

    Create or modify a disciplinary issue in legacy HR

    You can add or modify a disciplinary issue for an employee using the HR • Employee Relations module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    Employees can ask employee relations questions or report disciplinary issues by submitting questions and reports through the HR Service Portal. An employee relations case is opened and can be viewed and managed at HR • Employee Relations > Case Management > Employee Relations Cases.

    Not every employee relations case results in a disciplinary issue. However, when a case does result in a disciplinary issue, a disciplinary issue is added to the Disciplinary Issue list.

    Procedure

    1. Navigate to HR • Employee Relations > Disciplinary Issues > Disciplinary Issues.
      The HR Disciplinary Issue list opens.
    2. Click New to open a disciplinary issue record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 1. HR Disciplinary Issue form
      Field Description
      Employee The user to be disciplined.
      Type The disciplinary issue, such as tardiness, improper dress, or misconduct.
      Warning Type The warning given, such as verbal or written warning.
      Description Details about the disciplinary issue.
      Disciplinary action Action taken by HR or management.
      Previous interactions Details regarding other interactions with the employee.
      Suggested improvement Details about how to correct or better the issue.
      Review date Date the disciplinary issue is created or modified.
    4. Click Submit.
      The disciplinary issue is listed in the HR Disciplinary Issue list.
    5. To modify disciplinary issue data, find the existing disciplinary issue in the HR Disciplinary Issue list.
      You can use the list search menu by typing the employee name and pressing Enter.
    6. Click the disciplinary issue to open the form.
    7. Modify the form.
    8. Click Update.

    Create or modify a disciplinary issue type in legacy HR

    You can add or modify a disciplinary issue type using the HR • Employee Relations module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    .

    Disciplinary issue types can be viewed at HR • Employee Relations > Disciplinary Issues > Disciplinary Issue Types.

    Types of disciplinary issues include:
    • Absenteeism
    • Abusive Language or Behavior
    • Improper Dress
    • Misconduct
    • Insubordination
    • Tardiness
    • Improper Use of Equipment
    • Unsatisfactory Work Performance
    • Failure to Follow Corporate Policy
    • Other

    Procedure

    1. Navigate to HR • Employee Relations > Disciplinary Issues > Disciplinary Issues Types.
      The HR Disciplinary Issue Types list opens.
    2. Click New to open a disciplinary issue type record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 2. HR Disciplinary Issue Type form
      Field Description
      Issue The disciplinary issue.
      Order Number set to indicate the order in which the issue appears on the record.
      Value Issue value name, such as absenteeism, or improper_dress.
    4. Click Submit.
      The disciplinary issue type is listed in the HR Disciplinary Issue Types list.
    5. To modify disciplinary issue type data, find the existing disciplinary issue type in the HR Disciplinary Issue Types list.
      You can use the list search menu by typing the disciplinary issue type and pressing Enter.
    6. Click the disciplinary issue type to open the form.
    7. Modify the form.
    8. Click Update.

    Create or modify a disciplinary warning type in legacy HR

    You can add or modify a disciplinary warning type using the HR • Employee Relations module.

    Before you begin

    Role required: hr_basic, or hr_manager

    About this task

    .

    Disciplinary warning types can be viewed at HR • Employee Relations > Disciplinary Issues > Warning Types.

    Types of disciplinary warnings include:
    • Verbal Warning
    • Written Warning
    • Final Warning
    • Dismissal
    • Other

    Procedure

    1. Navigate to HR • Employee Relations > Disciplinary Issues > Warning Types.
      The HR Disciplinary Warning Types list opens.
    2. Click New to open a disciplinary issue type record.
    3. Complete the form.
      (The fields you see on the form depend on how the form is configured and what fields are selected to display.)
      Table 3. HR Disciplinary Warning Type form
      Field Description
      Warning Warning type.
      Order Number set to indicate the order in which the issue appears on the record.
      Value Issue value name, such as absenteeism, or improper_dress.
    4. Click Submit.
      The disciplinary warning type is listed in the HR Disciplinary Warning Types list.
    5. To modify disciplinary warning type data, find the existing disciplinary warning type in the HR Disciplinary Warning Types list.
      You can use the list search menu by typing the disciplinary warning type and pressing Enter.
    6. Click the disciplinary warning type to open the form.
    7. Modify the form.
    8. Click Update.