2. What's the difference between file notes and write-ups?

"What's the difference between file notes and write-ups?"

When creating a disciplinary, it's important to select the right type. File notes are for minor disciplinaries or first time offences. While write-ups are a more formal record of misconduct.

To set a disciplinary as a file note or write-up:

1. First, select the person on: MenuPeople
2. Then tap: HRDisciplinary
3. To select the subcategory of disciplinary, either tap Help me pick one, or select a subcategory from the list.
4. Once you've selected the subcategory, tap: Next
5. Now you'll need to select between a "File note" or a: "Write-up"
6. Because file notes are for minor disciplinaries, file notes don't have any extra options.
7. However, because write-ups are a more serious and formal record of misconduct, you'll be offered extra options. You can add a hearing, a suspension, or both.
8. The other place you'll see the difference between file notes and write-ups is when you go to: HRRecorded events
9. Near the top of the page, you'll see a six month record of "File notes" in pink. Below that, you'll also see a six month record of "Write-ups" in navy.
10. And finally, you'll see a count of how many disciplinaries happened in each category, for each of the last six months.

Keep in mind that:

• Most of the disciplinaries you do are usually for minor disciplinaries or first time offences.
• So in most cases, you'll be setting your disciplinaries as a file note.

You may notice:

• If a subcategory has a "Gross misconduct" label on it, you won't be offered the option of making it a file note.
• Any disciplinary that's "Gross misconduct" is always set to being a write-up.

And that's it! That's everything you need to know about differences between file notes and write-ups!