Action Items
"Initial Contact Made with Caller" and "Interview Conducted" are action sub-types found in this Action Taken
What is General
When placing an Employee on a Performance UN, we use this Final Outcome
What is "Performance UN Approved"
The four sections of the Case Summary are:
What are: Case Summary, Investigation Details/Chronology, Contact History, and Resolution/Report Back
The Attendance Issue has this may Sub-Issues
What is: Four
Did Not Meet Requirements of UN
Job Abandonment/Return to Work
Other
Performance Management Process - Attendance
Interview notes should be attached here
What is the Attachments section
These two types of letters sent to Employees are found in the "Information Sent" Action Taken
What are "Job Abandonment Letter Sent" and "Return to Work Letter sent"
The Case Summary form is found in this Section of the case in Salesforce
What is the "Details" section
Process/Policy Clarification falls into this Issue
What is "HR Fundamentals"
When using "UN Behavior Administered" as a final outcome, the final outcome notes should include this important detail
What is: The applicable policy violation (reason for Behavior UN)
Coaching and Counseling Provided has the following Action Sub-Type(s)
What is - there are no action sub-types under the Coaching and Counseling Action Taken
True or False: Final Outcome notes are required on every closed case.
What is: True
What should be included in the Contact History?
What is: Any previous case history with the accused that is related to the current case
Providing your login credentials to your peer and asking him/her to log in for you would fall under what Issue/Sub-Issue
What is: IT Usage Policy/Privacy > Sharing IDs and Passwords
True or False - When working through a case and you determine that it is ultimately about behavior when it came in as performance, you do not need to update the Issue/Sub-Issue
What is: False
If I'm choosing "Submitted for Approval" as an Action Sub-Type, I'm in this Action Taken
What is "Termination Request"
When an employee does not return to work after receiving a Job Abandonment Letter, you choose this Final Outcome
What is: Voluntary Termination
True or False: You can copy/paste your Final Outcome notes into the Resolution/Report Back section of the case summary
What is False
Not returning your Company Laptop after leaving the company would fall under what Issue/Sub-Issue?
What is: Embezzlement/Theft > Company Equipment
Communication with anonymous iReporters is completed using this section of Salesforce
What are Case Follow-Ups
There are five Action Sub-Types in the "Unacceptable Notification - UN" Action Taken. Can you name them in order of use?
What are:
"UN Template Sent"
"UN Draft Received"
"Finalizing Documentation"
"UN Routed for Approvals"
"UN Approvals Received"
What is - When no action has been taken on the case and there isn't a better final outcome option to choose from.
This should be included in the Investigation Details/Chronology section of the Case Summary
What is: The section should include an overall summary of the case and the actions taken that ultimately led to the Resolution/Report Back and the Final Outcome.
An allegation that your peer has used profanity in conversation with you, which you found offensive would fall into this Issue/Sub-Issue
What is: Work Environment > Workplace Complaints Regarding Others
What types of Involved Parties can be added to the case
What are: Accused, Reporter, Witness, Other