Workflows

Issue a disciplinary warning

Document facts, evidence, employee response, expectations, timeline, and follow-up.

Managers and HR teams handling conduct, attendance, or performance issues.Country-aware

Workflow steps

  1. 1

    Record facts and evidence.

  2. 2

    Check policy, prior warnings, and protected-risk flags.

  3. 3

    Hold the meeting and capture response.

  4. 4

    Generate warning record.

  5. 5

    Schedule follow-up and save to employee file.

Saved actions Atlas should create

Attach to employee file
Create follow-up task
Flag escalation

When to call counsel

  • - Harassment, discrimination, whistleblowing, union activity, or dismissal risk.