Associating a coaching with a corrective action

Perform this task to associated existing coachings to an employee's corrective action record.

See Creating a coaching.

  1. Select Manager > My Staff > My Staff.
    Open the employee record and click the Employee Relations tab. On the Corrective Action pane, open the corrective action.

    Or, select Administrator > Employee Relations > Corrective Actions. Open the corrective action.

  2. Click the Coaching tab.
  3. Click Create.
  4. In the Coaching field, select the coaching to associate with this corrective action.
  5. Click Save.

    The coaching is added to the employee's corrective action record. It is also listed on the employee record.