The basics
Occurrence tracking in Planbase uses a points based system for documenting and monitoring employee incidents, infractions, or policy violations.
Planbase automatically uses employee timecards, attendance reports and schedule submissions to determine whether an occurrence should be applied.
ℹ️ ℹ️ The number of points given for each incident or infraction can be configured by administrators using Rules & policies
Viewing employee occurrences
Managers can view occurrences for the employees they manage in the Occurrences section of each employee's profile.
The Date field shows the date for which an occurrence was applied, the value field represents the number of points accrued, the reason field outlines why the occurrence was applied and the Expires field shows the date until which the occurrence will be applied.
ℹ️ ℹ️ Occurrences which have expired will still have information, including a value, visible from within the profile but will no longer contribute towards occurrence reports.
Editing or manually adding an occurrence
Managers can add occurrences manually by pressing the + Add Occurrence at the bottom of an employee profile.
Only administrators are able to delete an occurrence. Managers wishing to override or waive an occurrence can do so by editing its displayed value to 0.
To apply any changes remember to press Save Changes at the bottom of the profile.