Create a corrective action in HR Service Delivery Employee Relations in the legacy UI or Agent Workspace

Create a corrective action record for an ER case.

Before you begin

Role required: sn_hr_er.case_writer

Procedure

  1. Create a corrective action using one of the following options:
    Table 1. Corrective action options
    UI Steps
    From the legacy UI
    1. Navigate to All > Employee Relations > Cases.
    2. Select an ER case.
    3. Scroll down to the related list and select the Corrective Actions tab.
    4. Select New.
    From the Agent Workspace for HR Case Management UI
    1. Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
    2. Click the Lists icon (HR Workspace Lists icon).
    3. Select Other.
    4. Select Employee Relations Cases.
    5. Select an ER case.
    6. Select More tabs.
    7. Select the Corrective Actions tab.
    8. Click New.
  2. Fill in the form.
    Table 2. Corrective Actions form
    Field Description
    Number The number identifying the corrective action record. The system automatically assigns the corrective action numbers and you cannot change it.
    HR case The HR ER case number associated with the corrective action.
    Note: If you access corrective actions from an HR ER case, the number automatically appears.
    Involved party The person the corrective action is for.

    Click the Lookup using list icon Lookup using list icon and select from the list.
    Corrective action type The corrective action for this ER case. Select from the list:
    • Verbal warning
    • Written warning
    • Suspension
    • Termination
    Status The status of the corrective action.
    • Draft
    • Ready
    • In progress
    • Completed
    Discussion date (yyyy-MM-dd) Select the date of the corrective action discussion.
    Discussion held by The lead user of the corrective action discussion.

    Click the Lookup using list icon Lookup using list icon and search for the person who led the discussion.
    Also present Identifies other people that were part of the discussion.

    Click the Add me icon Add me icon to add yourself or the Unlock additional parties icon Unlock additional parties icon to add yourself or other people.
    Due date (yyyy-MM-dd HH:mm:ss) The date and time the corrective action is complete.
    Description Notes and information on the corrective action meeting.
  3. Click Save or Submit.