Overview
With the policies tab users can create/edit and view Violations
Violations tab
When viewing a Corporate Policy HR Manager/Sys Admin can see
the "Violations" related report section, showing all
Employees who have violated the Policy being viewed. No other
Profile will even see the tab in their Salesboom account.
Reports on Violations
The Violations search box searches only Violations records in
the Salesboom database.
Quick create for Violations
Located on Violations home page. When you are in a hurry, use
the Violations Quick Create form to enter the minimum of data
on a Violation. Later you can come back and update the Violation
to fill in all the pertinent information. This is perfect for
when you have to create many Violations. You can quickly get them
logged in Salesboom, then can come back and update them at your
leisure.
Importing/Custom Views of Policies
"All Violations" related report under Employees.
Viewing a Policy
HR Manager/Sys Admin can see the "Violations" related
report section, (showing all Employees who have violated the Policy
being viewed). No other Profile will even be able to see the tab.
Policy Violation report
When viewing a Policy, "Violations" shows what employees
have violated a policy. (clicking on the "View" link
will show information about the employee who violated the policy.)
There is a "Log Policy Violation" button. When you click
it while viewing an employee a new violation is displayed with
the Employee's info already filled in. Clicking the button when
viewing a policy does the same thing, except the information about
the Policy is filled out for you when creating a new violation.
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