1. To add a Staff Grievance, first navigate to the relevant staff member's record via Staff > List > *Staff Name* > View Staff.
2. Click on the Disciplinary / Convictions tab. This will show any previous Grievances for the member of staff. To create a new appraisal, click Add Appraisal.
As seen in the screenshot, this tab also includes the following areas, as they work very similarly:
- Disciplinary
- Conviction
- Investigation
- Attendance Review
- Informal Meeting
3. A box will open up for you to input the information about the grievance:
- Grievance - Click and select from the dropdown menu
- Grievance Date - Select the date the grievance took place
- Grievance End Date - Select the date the grievance was concluded
- Details - This is a free textbox to type the bulk of the information about the grievance
- Outcome - Click and select from the dropdown menu
- Notes - Type any additional notes that can be seen from the Meeting / Reviews screen as seen on step 2.
Attach any related using the Add button within the documents box, then click Add New.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article