Weaf HR

The Employee Record Over Time

An employment is not static.

An employment is not static. This chapter covers everything that happens to a record between joining and leaving: recognition, advancement, movement, discipline and departure.

Each of these is a dated record rather than an edit to the employee, so the history survives. That is what makes it possible to answer, a year later, why someone's designation changed.

Pages in this chapter
  • Award Types
  • Awards
  • Promotions
  • Transfers
  • Trips
  • Warnings
  • Complaints
  • Resignations
  • Terminations
  • Holidays
  • Announcements
On this page

Award Types

A reference list. Entries created here become the options offered when you create an award. Setting these up once, before the records that use them, saves correcting the same choice repeatedly later.

The Award Types page
The Award Types page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Name
  • Description
  • Status
  • Created At
  • Actions
Actions on this page
  • Add Award Type
  1. Choose Add Award Type at the top right. The form opens in a panel.
  2. Complete the required fields: Award Type Name.
  3. Fill in anything else that applies: Description.
  4. Choose Save. The new record appears in the list.
The Add Award Type form
The Add Award Type form

Awards

Recognition given to an employee — the award, the date, any gift and its value. Supporting files can be attached.

The Awards page
The Awards page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Award Type
  • Award Date
  • Gift
  • Value
  • Files
  • Actions
Actions on this page
  • Add Award
  1. Choose Add Award at the top right. The form opens in a panel.
  2. Complete the required fields: Award Date.
  3. Fill in anything else that applies: Gift, Monetary Value, Description, Select certificate file..., Select photo file....
  4. Make the selections the form asks for: Employee, Award Type.
  5. Choose Save. The new record appears in the list.
The Add Award form
The Add Award form

Promotions

A record of an employee moving from one designation to another, with the date it was decided and the date it takes effect.

The Promotions page
The Promotions page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Previous Designation
  • New Designation
  • Promotion Date
  • Effective Date
  • Salary Adjustment
  • Status
  • Document
  • Actions
Actions on this page
  • Add Promotion
  1. Choose Add Promotion at the top right. The form opens in a panel.
  2. Complete the required fields: Previous Designation, Promotion Date, Effective Date.
  3. Fill in anything else that applies: Salary Adjustment, Reason for Promotion, Select document file....
  4. Make the selections the form asks for: Employee, New Designation.
  5. Choose Save. The new record appears in the list.
The Add Promotion form
The Add Promotion form

Transfers

Movements between branches or departments, showing where the employee came from, where they went, and when it takes effect.

The Transfers page
The Transfers page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Transfer Type
  • From → To
  • Transfer Date
  • Effective Date
  • Status
  • Documents
  • Actions
Actions on this page
  • Add Transfer
  • View Document
  1. Choose Add Transfer at the top right. The form opens in a panel.
  2. Complete the required fields: Transfer Date, Effective Date.
  3. Fill in anything else that applies: To Branch, To Department, To Designation, Reason, Select document file....
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
The Add Transfer form
The Add Transfer form

Trips

Business travel: who travelled, why, where, and between which dates.

The Trips page
The Trips page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Purpose
  • Destination
  • Start Date
  • End Date
  • Status
  • Advance
  • Expenses
  • Actions
Actions on this page
  • Add Trip
  • Expenses
  • Documents
  1. Choose Add Trip at the top right. The form opens in a panel.
  2. Complete the required fields: Purpose, Destination, Start Date, End Date.
  3. Fill in anything else that applies: Description, Expected Outcomes, Select document file..., Advance Amount.
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
The Add Trip form
The Add Trip form

Warnings

Formal disciplinary warnings, with a type, a severity and a status, so a documented history exists before any termination decision.

The Warnings page
The Warnings page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Subject
  • Type
  • Severity
  • Date
  • Status
  • Improvement Plan
  • Documents
  • Actions
Actions on this page
  • Add Warning
  1. Choose Add Warning at the top right. The form opens in a panel.
  2. Complete the required fields: Subject, Warning Date.
  3. Fill in anything else that applies: Description, Select document file..., Expiry Date, Has Improvement Plan, Improvement Plan Goals, Improvement Plan Start Date, Improvement Plan End Date.
  4. Make the selections the form asks for: Employee, Warning By, Warning Type, Severity.
  5. Choose Save. The new record appears in the list.
The Add Warning form
The Add Warning form

Complaints

Grievances raised by one person about another, with the type, subject and current status. The complainant and the person complained about are both recorded.

The Complaints page
The Complaints page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Complainant
  • Against
  • Type
  • Subject
  • Date
  • Status
  • Assigned To
  • Documents
  • Actions
Actions on this page
  • Add Complaint
  • View Document
  1. Choose Add Complaint at the top right. The form opens in a panel.
  2. Complete the required fields: Subject, Complaint Date.
  3. Fill in anything else that applies: Against, Description, Select document file..., Submit Anonymously.
  4. Make the selections the form asks for: Complainant, Complaint Type.
  5. Choose Save. The new record appears in the list.
The Add Complaint form
The Add Complaint form

Resignations

Employee-initiated departures: when notice was given, the last working day, the notice period served and the stated reason.

The Resignations page
The Resignations page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Resignation Date
  • Last Working Day
  • Notice Period
  • Reason
  • Status
  • Documents
  • Actions
Actions on this page
  • Add Resignation
  1. Choose Add Resignation at the top right. The form opens in a panel.
  2. Complete the required fields: Resignation Date, Last Working Day.
  3. Fill in anything else that applies: Notice Period, Reason, Description, Select document file....
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
The Add Resignation form
The Add Resignation form

Terminations

Company-initiated departures, recorded with their type, dates and reason. Kept separate from resignations because the two need different handling and reporting.

The Terminations page
The Terminations page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Employee
  • Type
  • Termination Date
  • Notice Date
  • Reason
  • Status
  • Documents
  • Actions
Actions on this page
  • Add Termination
  1. Choose Add Termination at the top right. The form opens in a panel.
  2. Complete the required fields: Notice Date, Termination Date.
  3. Fill in anything else that applies: Notice Period, Reason, Description, Select document file....
  4. Make the selections the form asks for: Employee, Termination Type.
  5. Choose Save. The new record appears in the list.
The Add Termination form
The Add Termination form

Holidays

Company holidays. Because a holiday can be declared for particular branches, the same calendar serves a company operating in more than one place.

The Holidays page
The Holidays page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Holiday Name
  • Date
  • Category
  • Branches
  • Type
  • Actions
Actions on this page
  • Calendar View
  • Export PDF
  • Export iCal
  • Add Holiday
  1. Choose Add Holiday at the top right. The form opens in a panel.
  2. Complete the required fields: Holiday Name, Start Date.
  3. Fill in anything else that applies: End Date, Description, Paid Holiday, Half Day, Select Applicable Branches.
  4. Make the selections the form asks for: Category.
  5. Choose Save. The new record appears in the list.
The Add Holiday form
The Add Holiday form

Announcements

Notices published to a chosen audience for a date range, with optional attachments.

The Announcements page
The Announcements page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Title
  • Category
  • Date Range
  • Audience
  • Attachments
  • Actions
Actions on this page
  • Dashboard View
  • Add Announcement
  1. Choose Add Announcement at the top right. The form opens in a panel.
  2. Complete the required fields: Title, Start Date.
  3. Fill in anything else that applies: Short Description, End Date, Select attachment file..., Featured Announcement, High Priority, Company-wide Announcement, Target Branches, Target Departments.
  4. Make the selections the form asks for: Category.
  5. Choose Save. The new record appears in the list.
The Add Announcement form
The Add Announcement form

Common questions about the employee record over time

How do I add an award type in Weaf HR?

A reference list. Entries created here become the options offered when you create an award. Setting these up once, before the records that use them, saves correcting the same choice repeatedly later.

  1. Choose Add Award Type at the top right. The form opens in a panel.
  2. Complete the required fields: Award Type Name.
  3. Fill in anything else that applies: Description.
  4. Choose Save. The new record appears in the list.
How do I add an award in Weaf HR?

Recognition given to an employee — the award, the date, any gift and its value. Supporting files can be attached.

  1. Choose Add Award at the top right. The form opens in a panel.
  2. Complete the required fields: Award Date.
  3. Fill in anything else that applies: Gift, Monetary Value, Description, Select certificate file..., Select photo file....
  4. Make the selections the form asks for: Employee, Award Type.
  5. Choose Save. The new record appears in the list.
How do I add a promotion in Weaf HR?

A record of an employee moving from one designation to another, with the date it was decided and the date it takes effect.

  1. Choose Add Promotion at the top right. The form opens in a panel.
  2. Complete the required fields: Previous Designation, Promotion Date, Effective Date.
  3. Fill in anything else that applies: Salary Adjustment, Reason for Promotion, Select document file....
  4. Make the selections the form asks for: Employee, New Designation.
  5. Choose Save. The new record appears in the list.
How do I add a transfer in Weaf HR?

Movements between branches or departments, showing where the employee came from, where they went, and when it takes effect.

  1. Choose Add Transfer at the top right. The form opens in a panel.
  2. Complete the required fields: Transfer Date, Effective Date.
  3. Fill in anything else that applies: To Branch, To Department, To Designation, Reason, Select document file....
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
How do I add a trip in Weaf HR?

Business travel: who travelled, why, where, and between which dates.

  1. Choose Add Trip at the top right. The form opens in a panel.
  2. Complete the required fields: Purpose, Destination, Start Date, End Date.
  3. Fill in anything else that applies: Description, Expected Outcomes, Select document file..., Advance Amount.
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
How do I add a warning in Weaf HR?

Formal disciplinary warnings, with a type, a severity and a status, so a documented history exists before any termination decision.

  1. Choose Add Warning at the top right. The form opens in a panel.
  2. Complete the required fields: Subject, Warning Date.
  3. Fill in anything else that applies: Description, Select document file..., Expiry Date, Has Improvement Plan, Improvement Plan Goals, Improvement Plan Start Date, Improvement Plan End Date.
  4. Make the selections the form asks for: Employee, Warning By, Warning Type, Severity.
  5. Choose Save. The new record appears in the list.
How do I add a complaint in Weaf HR?

Grievances raised by one person about another, with the type, subject and current status. The complainant and the person complained about are both recorded.

  1. Choose Add Complaint at the top right. The form opens in a panel.
  2. Complete the required fields: Subject, Complaint Date.
  3. Fill in anything else that applies: Against, Description, Select document file..., Submit Anonymously.
  4. Make the selections the form asks for: Complainant, Complaint Type.
  5. Choose Save. The new record appears in the list.
How do I add a resignation in Weaf HR?

Employee-initiated departures: when notice was given, the last working day, the notice period served and the stated reason.

  1. Choose Add Resignation at the top right. The form opens in a panel.
  2. Complete the required fields: Resignation Date, Last Working Day.
  3. Fill in anything else that applies: Notice Period, Reason, Description, Select document file....
  4. Make the selections the form asks for: Employee.
  5. Choose Save. The new record appears in the list.
How do I add a termination in Weaf HR?

Company-initiated departures, recorded with their type, dates and reason. Kept separate from resignations because the two need different handling and reporting.

  1. Choose Add Termination at the top right. The form opens in a panel.
  2. Complete the required fields: Notice Date, Termination Date.
  3. Fill in anything else that applies: Notice Period, Reason, Description, Select document file....
  4. Make the selections the form asks for: Employee, Termination Type.
  5. Choose Save. The new record appears in the list.
How do I add a holiday in Weaf HR?

Company holidays. Because a holiday can be declared for particular branches, the same calendar serves a company operating in more than one place.

  1. Choose Add Holiday at the top right. The form opens in a panel.
  2. Complete the required fields: Holiday Name, Start Date.
  3. Fill in anything else that applies: End Date, Description, Paid Holiday, Half Day, Select Applicable Branches.
  4. Make the selections the form asks for: Category.
  5. Choose Save. The new record appears in the list.
How do I add an announcement in Weaf HR?

Notices published to a chosen audience for a date range, with optional attachments.

  1. Choose Add Announcement at the top right. The form opens in a panel.
  2. Complete the required fields: Title, Start Date.
  3. Fill in anything else that applies: Short Description, End Date, Select attachment file..., Featured Announcement, High Priority, Company-wide Announcement, Target Branches, Target Departments.
  4. Make the selections the form asks for: Category.
  5. Choose Save. The new record appears in the list.

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