You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

When using Performance Improvement for Disciplinary Action process, I am running into a security fla

Received Response
54
Views
2
Comments
edited Mar 28, 2019 5:05PM in Performance Management 2 comments

Summary

The performance document shows in the worker's work area, even when we do not want it to

Content

We have decided to use Anytime Documents to capture the Disciplinary Action process. Basically, once the process is initiated, the manager creates the document, but the employee cannot see any details until it is shared with them.

As a part of our disciplinary action process, we would like the manager to confer with their HR representative before sharing the document with the employee. We have accomplished this by using the approval step as a conduit for their conversation. However, unfortunately once the document is created, it appears in the employee's performance work area. I have manage to restrict access so they can't actually see any of the details in the document before it is shared with them, but they can still see that the document exists.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!