Warning & Disciplinary Notes

Document the tough conversations. In one tidy place.

Send formal warning emails directly to a member, log every disciplinary note against their profile, and instantly see who is consistently productive — and who needs support. No more scattered emails, screenshots or spreadsheets.

Warning notes dashboard
Disciplinary notes log
Warning email composer
Built for accountability

Everything you need to manage performance fairly

Send formal warning emails

Compose and send a warning email straight from a member's profile — clear, professional and timestamped automatically.

Centralized notes log

Every warning, observation and disciplinary remark stays attached to the right member — searchable, sortable and never lost.

Productivity at a glance

A simple visual signal across the team — who is consistently productive, who is trending the wrong way, and where to step in early.

Severity & category tags

Tag each note as a verbal warning, written warning, attendance issue or performance concern — filter and report instantly.

Timeline & history

Every note is dated, attributed and preserved — review the full history before any review meeting or hard decision.

Private & secure

Notes are visible only to admins. Members never see another teammate's record — trust and discretion built in by default.

How it works

Three steps to a fairer, calmer workplace

1

Open a member's profile

Find the team member in your members list and head to the Warning Notes tab on their profile.

2

Add a note or send a warning

Log a quick internal note, or compose a formal warning email — categorize it and save in seconds.

3

Review & act with confidence

During reviews or escalations, pull up the full timeline — make decisions backed by clear, documented evidence.

Why it matters

Reward the productive. Support the rest.

A clean disciplinary log isn't about punishment — it's about clarity. Spot patterns early, give fair feedback, and build a team that knows where it stands.

Spot top performers

Members with no warnings and consistent attendance stand out — recognize and reward them confidently.

Catch issues early

Repeated small notes are a louder signal than one big incident. Stay ahead instead of reacting late.

Document for compliance

When a tough decision becomes necessary, you have a paper trail that's complete, dated and undisputed.

FAQ

Common questions

Members receive the formal warning email you send them, but internal notes you log are visible only to admins. You decide what's communicated and what stays internal.
Yes. Tag each entry as a verbal warning, written warning, attendance issue, performance concern or general note — filter and review by category at any time.
Yes — warning emails use the same reliable delivery as Email Flow, with member personalization and full delivery tracking.
You can edit or remove an internal note at any time. Sent warning emails are kept in the timeline as a permanent record of communication with the member.
Yes. Warning Notes are available on every plan, including the free one — see pricing for full details.

Run your team with clarity, not chaos

Start logging warnings and disciplinary notes today — fair, transparent, and effortless.

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