Add PM & Att Codes - Using Performance, Attendance & Termination Reasons

Using your Performance and Attendance codes in your platform

PM & Att Codes otherwise known as Performance & Attendance codes, will allow you to create a reasons library for employee Performance, Attendance and Terminations.

These codes can be applied via:

Attendance:

  • Approve Shifts - Decline Shifts (automatically applies on employee profile).
  • Work App - Declining a shift (automatically applies on employee profile).
  • Employee Profile - Add Attendance Note manually.

Performance:

  • Employee Profile - Add Performance Note manually.

Terminations:

  • Employee Profile - Add Termination Reason when an employee is terminated.

Once these codes have been setup in your platform, they will be available to use in the above areas. They will also pull through to your Performance and Attendance report should you want to see trends in your employee's Attendance issues and Performance situations.

   NOTE: Employees cannot see these items in their Employee app.
Create your PM & Att codes

To create the Performance and Attendance codes in your platform:

  1. In the quick menu, select the hamburger icon to open the full menu and select Platform Settings > PM & Att codes.
  2. Click the Add New tab.
  3. Select the Type of reason i.e. Attendance, Performance Management or Termination.
  4. Add the reason/code in Enter Title e.g. Absent - Failed to Notify, Covid Isolation, Written Warning 1 etc.
  5. Click + Add.
  6. Repeat for each reason.

These reasons will now appear in the relevant places as an option when declining shifts / adding PM & Att notes / Terminating employees.

 

After you have completed this process, your reasons will appear in the relevant places as an option fro drop down boxes such as when declining shifts / adding PM & Att notes / Terminating employees.

For example below, when declining a shift in Approve shifts.

 

Add an Attendance or Performance note on an employee's profile

Employee performance can be entered, tracked and viewed at any time on the employee profile and reported on. e.g. Producing reports for an employee or date range on written warnings or reviews carried out. 

  • Before you begin adding notes to an employee's file, you must first ensure your PM and Att codes are set up before you begin.

Add Performance notes against an employee:

  1. Go to People > Approved People.
  2. Find the employee and click their name to go to their profile.
  3. Go to Work History.
  4. Open Performance Management.
  5. Here you can add performance notes and categorise them for reporting based on what you set up in the PM & Attn codes library. Enter details and click Create.

Employees cannot see these items.

In the below example, we have added a performance note for Kristin in her Profile for the completion of her Probationary review. 

You can report on this via Reports > Workforce Report Centre > Attendance and Performance

 

Add Attendance notes against employees:

Employee attendance can be entered, tracked and viewed at any time on the employee profile and reported on. e.g. Producing reports on an employee's attendance patterns.

To add attendance notes against an employee:

  1. Go to People > Approved People.
  2. Find the employee and click their name to go to their profile.
  3. Go to Work History.
  4. Open Attendance Management.
  5. Here you can add attendance notes and categorise them for reporting based on what you set up in the PM & Attn codes library. Enter details and click Create.

You can also use attendance codes when you decline a shift in Approve shifts.

To use this feature, you will need to ensure that the decline reasons setting is enabled on your platform.

Employees cannot see these items in their Employee app.

In the below example, we have added an attendance reason for Kristin in her Profile for a day off sure to Covid Isolation.

You can report on this via Reports > Workforce Report Centre > Attendance and Performance

Using the Attendance or Performance report

In Workforce Reports, you can use the Attendance & Performance Report to run a report on trends in these areas: 

For instance, you may be looking to see how many written warnings have been issued to a certain employee, or how many employees were absent and failed to notify for the month of June.

  1. Go to Reports > Workforce Reports Centre.
  2. Click Attendance & Performance.
  3. Enter reporting criteria:
    • Date duration
    • Employees - leave blank to view all
    • Operation - leave blank to view all
    • Position - leave blank to view all
    • Reason type - Performance or Attendance
    • Reason - Select your category or leave blank to view all
  4. Click Submit.

In the below example, we have reported the attendance reason of 'absent-failed to notify' for all employees for the last financial year. 

The report will display below and can be exported to CSV or PDF.

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