Purpose
This SOP outlines the steps for scheduling a meeting regarding employee time off through the Need Employee Time Off feature on the fHRm portal.
Steps for Clients:
Locate the 'Employee Time Off' button:
On the dashboard, find and click the Employee Time Off button.
This will redirect you to the Need Employee Time Off portal page.
Select the type of assistance needed:
On the portal page, select the specific issue or topic you need help with related to employee time off.
Schedule a 30-minute session:
Choose a 30-minute time slot with a staff member.
Fill out all the required information fields, including the purpose of the meeting and any necessary details about the request.
Book and submit the form:
After filling out the form, click the Book button to confirm the meeting.
Ensure that the form is successfully submitted to complete the scheduling process.
Staff Follow-up Process:
Review the Scheduled Meeting:
Check the portal to confirm the scheduled time and assigned staff member.
Conduct the Meeting:
The staff member should be prepared to discuss the details of the employee time off request and review any submitted information.
Log the Meeting Notes:
After the meeting, log into the client's contact card within the portal.
Add notes summarizing the discussion, decisions made, and any follow-up actions required.
Mark the meeting as 'Completed' and include the date and time of the meeting in the log.
Next Steps for Clients:
Inform clients of any additional steps or documentation needed following the meeting.
Provide clear instructions on how to proceed based on the meeting outcomes.
SuiteDash Links:
Additional Notes:
Ensure that meeting notes are logged within 24 hours using the standard note format.
Staff should use consistent templates when documenting meetings to ensure uniformity across all logs.