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How do I send a write-up that includes a hearing invitation?

Issuing a hearing3:53

"How do I send a write-up that includes a hearing invitation?"

A hearing is a formal meeting where the person can defend their side of the story of a more serious disciplinary. After the hearing the company can then decide the outcome. The process of selecting, preparing, issuing, and tracking receipt of a hearing invitation is all automated by 1st Money.

To send a write-up that includes a hearing invitation:

  1. First, select the person on: MenuPeople
  2. Then tap: HRDisciplinary
  3. To select the subcategory of disciplinary that the hearing's about, either tap Help me pick one, or select from the list of subcategories.
  4. In many cases, a hearing involves a subcategory marked with "Gross misconduct", but any subcategory can be selected.
  5. Once you've selected the subcategory, tap: Next
  6. Preparing the disciplinary:
    Next, in order to include a hearing invitation, select "Write-up", and then: "Write-up + hearing"
  7. Once it slides out on the right, you'll see a list of questions that you'll need to confirm "Yes" to.
  8. Once you've read the questions, tap: "Yes" to all the above
  9. Next, you'll see the number of tasks that 1st Money automatically does for you.
  10. To see the details of what each task does, tap: See all tasks
  11. And then tap expand all: (at the top)
  12. Once you're happy with all the tasks, tap Continue, and then: Yes ... do it
  13. All the tasks are now done in the background.
  14. And finally, you'll see the disciplinary added to the six month recorded events.
  15. Issuing the disciplinary doc:
    Next, the person needs to be invited to the hearing.
  16. A disciplinary doc is prepared in the foreground, all ready for you to complete and send.
  17. Read through the disciplinary doc, and tap the red pick lists, one-by-one, including for the date and time of the hearing.
  18. Generally, it's recommended that you set the hearing date at least five working days from today.
  19. If you want to change some text, or type more text in, tap Show editor, and make your changes.
  20. Then when you're ready to send the disciplinary doc, tap Request "Got it", then Yes ... request "Got it", and then: Close
  21. Receiving the disciplinary doc:
    The person now gets an email, asking them to confirm that the disciplinary doc you've sent has been received.
  22. The person can't access the rest of 1st Money until the person's tapped Got it to the disciplinary doc.
  23. Recorded events:
    Now, on "Recorded events" tap the disciplinary, to expand it.
  24. You'll see that the doc's been sent.
  25. To see a copy of the sent doc, tap the "View" button: (at the end of the row)
  26. And finally, you'll see the status change, once the person eventually marks the doc as: "Got it"

Keep in mind that:

  • If there's any doubt about whether the person's going to look at their email, it's recommended that you also call the person by phone.
  • And to tell them that a hearing invitation's been sent to their email.

To learn more:

And that's it! That's everything you need to know about how to send a write-up that includes a hearing invitation!

Updated: Wed, Feb 7, 2024.

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www.1st.money/help/Offboarding/How_do_I_send_a_write-up_that_includes_a_hearing_invitation