Corrective action

Corrective action is a formal process that organizations use when an employee's behavior requires a correction. For example, a manager can issue a corrective action for an employee who is repeatedly late for work. Corrective action usually occurs after one or more coaching sessions. A manager can use Employee Relations to prepare for and document a corrective action that is being issued to an employee. Creating a corrective action includes these tasks:

  • Adding details about the corrective action.
  • Identifying the resources involved.
  • Creating or attaching relevant documentation and notes.
  • Identifying a related coaching.
  • Issuing the corrective action to an employee to acknowledge.
  • Tracking correspondence.

Corrective action differences for a generalist

A generalist can create or access a corrective action. The generalist can view some information that the manager cannot view and can perform additional actions.

  • The generalist can view all Employee Relations items, such as notes, coachings, corrective actions, and grievances for each employee from the Resources list.
  • The generalist has access to fields that are used for reporting. When a corrective action record is created by a manager, the employee's primary work assignment, manager, and human resources contact information are saved. The information cannot be changed by a manager. A generalist can change these fields.
  • The generalist can acknowledge corrective actions on behalf of an employee, if an employee refuses.
  • The generalist has access to grievances and can create one as a result of a corrective action.