HR
Performance & conduct
What was discussed, agreed, raised or expected
- Performance reviewWhat was reviewed, what was observed, and what you both agreed.
- Improvement planObjectives, how you will both know, and the support behind it.
- One-to-one logWhat was discussed and agreed, conversation by conversation.
- Disciplinary recordWhat happened, what was expected, what they said, and what happens next.
- Grievance logThat it was raised, that it was dealt with, and where the file is.
- Suggestion logIdeas raised, and what was actually done about each.
- Succession matrixWho holds each position, who covers it, and where the gaps are.
What performance & conduct covers in HR
What was discussed, agreed, raised or expected. That is the job Performance & conduct does inside CompliMaint HR, and it holds 7 tools for it — problems to see through, documents to produce, programs to plan and things to log. Each opens at its own address, free, with no account and nothing to install. The app around them is for the operational side of employing people — per person, with an owner and a date.
The questions this section answers
- Review somebody's work — Performance Review Record
- Agree what has to change — Performance Improvement Plan
- Pick up where the last one finished — One-to-One Meeting Log
- Write down a difficult conversation — Disciplinary Conversation Record
- Show that something was handled — Workplace Grievance Log
- Show that ideas go somewhere — Workplace Suggestion Log
- Know who covers what — Succession & Cover Matrix
2 problems to see through: raised, owned and closed out. 2 documents to produce: something to send, sign or file. 2 programs to plan: decided ahead of what will be done, and when. 1 thing to log: written down on the day it happened.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 1 tool in performance & conduct is work Facilities does too, at the same address.
Where to go next
- Recruiting — From the requisition to the signed offer — 12 tools
- Joining — The first weeks, dated and owned — 5 tools
- Working — Hours, changes and what people signed — 13 tools
- Training — Trained on time, or how many days past — 8 tools
- Leaving — Access back, equipment back, record closed — 3 tools
- Injury & modified duty — What happened at work, and the duties that followed — 2 tools
- Documents — Everything you have filed, ready to reopen or print